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 | $20,362,184 | -0.1% | 679,873 | +3.3% | 5.88% | +1.2% |
| Q2 2023 | $20,391,539 | +17.8% | 658,004 | +9.4% | 5.81% | +10.6% |
| Q1 2023 | $17,307,604 | +26.3% | 601,585 | +18.6% | 5.25% | +18.3% |
| Q4 2022 | $13,701,023 | +34.7% | 507,070 | +25.4% | 4.44% | +18.9% |
| Q3 2022 | $10,173,000 | +32.9% | 404,481 | +39.7% | 3.73% | +34.4% |
| Q2 2022 | $7,653,000 | +48.4% | 289,576 | +76.9% | 2.78% | +65.7% |
| Q1 2022 | $5,158,000 | +44.3% | 163,657 | +51.1% | 1.68% | +50.9% |
| Q4 2021 | $3,575,000 | +133.8% | 108,336 | +113.6% | 1.11% | +118.7% |
| Q3 2021 | $1,529,000 | +17.6% | 50,724 | +17.9% | 0.51% | +16.5% |
| Q2 2021 | $1,300,000 | +19.6% | 43,024 | +11.5% | 0.44% | +9.5% |
| Q1 2021 | $1,087,000 | +906.5% | 38,583 | +835.8% | 0.40% | +847.6% |
| Q4 2020 | $108,000 | – | 4,123 | – | 0.04% | – |
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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% |