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 | $5,653,786 | -0.5% | 188,440 | +2.9% | 3.82% | +2.1% |
| Q2 2023 | $5,683,301 | +167.1% | 183,213 | -94.4% | 3.74% | +115.6% |
| Q1 2023 | $2,128,073 | -58.3% | 3,266,072 | +1623.7% | 1.74% | -45.3% |
| Q4 2022 | $5,101,846 | -17.5% | 189,477 | -22.4% | 3.17% | -22.2% |
| Q3 2022 | $6,185,000 | -9.6% | 244,322 | -5.4% | 4.08% | +3.6% |
| Q2 2022 | $6,845,000 | -16.5% | 258,342 | +0.1% | 3.94% | -3.2% |
| Q1 2022 | $8,194,000 | +9.8% | 258,187 | +14.3% | 4.07% | +8.3% |
| Q4 2021 | $7,466,000 | +73.8% | 225,930 | +59.1% | 3.76% | +52.8% |
| Q3 2021 | $4,295,000 | +25.4% | 141,995 | +25.6% | 2.46% | +15.2% |
| Q2 2021 | $3,425,000 | +23.2% | 113,010 | +17.3% | 2.13% | +28.0% |
| Q1 2021 | $2,779,000 | +146.1% | 96,330 | +129.8% | 1.67% | +94.1% |
| Q4 2020 | $1,129,000 | – | 41,910 | – | 0.86% | – |
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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% |