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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,037,608 | +12.0% | 151,507 | +0.9% | 0.70% | +15.4% |
| Q3 2023 | $4,497,292 | -4.3% | 150,160 | -1.0% | 0.60% | -10.2% |
| Q2 2023 | $4,701,028 | -1.7% | 151,695 | -8.7% | 0.67% | -10.6% |
| Q1 2023 | $4,781,632 | +96.1% | 166,202 | +84.2% | 0.75% | +75.8% |
| Q4 2022 | $2,438,447 | +13.4% | 90,246 | +5.5% | 0.43% | -20.4% |
| Q3 2022 | $2,151,000 | +22.1% | 85,511 | +28.3% | 0.54% | +8.7% |
| Q2 2022 | $1,761,000 | -15.4% | 66,635 | +0.9% | 0.50% | -4.4% |
| Q1 2022 | $2,082,000 | -18.0% | 66,062 | -14.1% | 0.52% | -21.5% |
| Q4 2021 | $2,539,000 | +44.2% | 76,949 | +31.7% | 0.66% | +15.0% |
| Q3 2021 | $1,761,000 | +20.2% | 58,428 | +20.5% | 0.58% | +24.2% |
| Q2 2021 | $1,465,000 | +48.0% | 48,498 | +38.0% | 0.46% | +30.1% |
| Q1 2021 | $990,000 | – | 35,146 | – | 0.36% | – |
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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% |