DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,552,797 | -17.2% | 118,624 | -20.5% | 1.45% | -15.4% |
| Q2 2023 | $4,291,538 | 0.0% | 149,167 | 0.0% | 1.72% | +0.1% |
| Q1 2023 | $4,291,538 | -33.4% | 149,167 | -37.5% | 1.72% | -41.1% |
| Q4 2022 | $6,443,716 | -9.6% | 238,479 | -15.9% | 2.91% | -11.1% |
| Q3 2022 | $7,131,000 | -8.2% | 283,544 | -3.5% | 3.28% | -14.7% |
| Q2 2022 | $7,764,000 | -14.7% | 293,758 | +1.7% | 3.84% | -0.9% |
| Q1 2022 | $9,107,000 | -10.1% | 288,919 | -5.9% | 3.88% | -14.4% |
| Q4 2021 | $10,130,000 | +18.0% | 306,955 | +7.8% | 4.53% | +17.5% |
| Q3 2021 | $8,583,000 | +11.1% | 284,776 | +11.4% | 3.86% | +9.2% |
| Q2 2021 | $7,726,000 | +37.7% | 255,728 | +28.5% | 3.53% | +2.4% |
| Q1 2021 | $5,609,000 | +722.4% | 199,051 | +667.5% | 3.45% | +664.3% |
| Q4 2020 | $682,000 | – | 25,935 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,749,790 | $94,307,000 | 50.63% |
| Aquire Wealth Advisors, LLC | 1,634,010 | $41,095,000 | 23.86% |
| Ullmann Wealth Partners Group, LLC | 2,126,913 | $53,492,000 | 14.75% |
| Meridian Wealth Partners, LLC | 1,735,410 | $43,646,000 | 10.92% |
| Spinnaker Investment Group, LLC | 1,039,811 | $26,167,000 | 10.24% |
| FirstPurpose Wealth LLC | 551,838 | $13,879,000 | 9.14% |
| Highland Financial Advisors, LLC | 424,014 | $10,664,000 | 7.40% |
| Northland Capital Management LLC | 297,241 | $7,476,000 | 7.01% |
| Financial Connections Group, Inc. | 274,887 | $6,913,000 | 5.83% |
| Morling Financial Advisors, LLC | 166,186 | $4,180,000 | 5.69% |