DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
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% | – |
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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% |