DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 33 filers reported holding DIMENSIONAL ETF TRUST in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,199,138 | +0.6% | 40,038 | +4.1% | 0.01% | 0.0% |
| Q2 2023 | $1,191,844 | +31.5% | 38,459 | +22.1% | 0.01% | +20.0% |
| Q1 2023 | $906,496 | +31.7% | 31,508 | +23.7% | 0.01% | +66.7% |
| Q4 2022 | $688,064 | -99.9% | 25,465 | -64.6% | 0.01% | -40.0% |
| Q3 2022 | $904,904,000 | +34280.9% | 71,914 | -27.8% | 0.01% | -63.0% |
| Q2 2022 | $2,632,000 | +1196.6% | 99,588 | +1444.7% | 0.03% | +1250.0% |
| Q1 2022 | $203,000 | -62.1% | 6,447 | -63.7% | 0.00% | -60.0% |
| Q3 2021 | $536,000 | +36.4% | 17,770 | +36.6% | 0.01% | +25.0% |
| Q2 2021 | $393,000 | +95.5% | 13,012 | +82.2% | 0.00% | +33.3% |
| Q1 2021 | $201,000 | -75.6% | 7,140 | -77.3% | 0.00% | -70.0% |
| Q4 2020 | $824,000 | – | 31,472 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,373,613 | $106,336,000 | 46.99% |
| Aquire Wealth Advisors, LLC | 1,514,919 | $47,750,000 | 25.43% |
| Northland Capital Management LLC | 585,829 | $18,465,000 | 18.35% |
| Meridian Wealth Partners, LLC | 2,521,155 | $79,467,000 | 16.72% |
| Ullmann Wealth Partners Group, LLC | 1,942,345 | $61,223,000 | 15.64% |
| AWM CAPITAL, LLC | 597,128 | $18,821,000 | 11.59% |
| PBMares Wealth Management LLC | 535,859 | $16,890,000 | 10.40% |
| Syverson Strege & Co | 297,916 | $9,390,000 | 10.21% |
| FirstPurpose Wealth LLC | 409,594 | $12,910,000 | 10.07% |
| Spinnaker Investment Group, LLC | 633,389 | $20,395,000 | 6.64% |