DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 213 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $360,149 | -4.1% | 12,025 | -0.8% | 0.09% | -2.2% |
Q2 2023 | $375,568 | +10.4% | 12,119 | +2.5% | 0.09% | +3.4% |
Q1 2023 | $340,091 | +11.1% | 11,821 | +4.4% | 0.09% | +4.7% |
Q4 2022 | $306,056 | +20.0% | 11,327 | +11.8% | 0.08% | +11.8% |
Q3 2022 | $255,000 | -22.0% | 10,130 | -18.1% | 0.08% | -20.0% |
Q2 2022 | $327,000 | -97.4% | 12,373 | -96.9% | 0.10% | -97.1% |
Q1 2022 | $12,619,000 | +882.0% | 400,354 | +928.0% | 3.32% | +862.3% |
Q4 2021 | $1,285,000 | – | 38,945 | – | 0.34% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Retirement Solution Inc. | 3,423,918 | $90,494,000 | 49.10% |
Aquire Wealth Advisors, LLC | 1,423,581 | $37,625,000 | 21.96% |
Meridian Wealth Partners, LLC | 2,556,761 | $67,575,000 | 16.04% |
Ullmann Wealth Partners Group, LLC | 2,086,827 | $55,155,000 | 14.94% |
Spinnaker Investment Group, LLC | 850,480 | $22,478,000 | 9.16% |
FirstPurpose Wealth LLC | 501,392 | $13,252,000 | 8.91% |
Northland Capital Management LLC | 321,540 | $8,498,000 | 7.81% |
AWM CAPITAL, LLC | 580,671 | $15,347,000 | 7.52% |
Highland Financial Advisors, LLC | 364,799 | $9,642,000 | 6.61% |
Morling Financial Advisors, LLC | 174,561 | $4,614,000 | 6.02% |