DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,651,679 | -16.9% | 121,926 | -14.0% | 2.80% | -14.6% |
| Q2 2023 | $4,394,658 | -1.9% | 141,809 | -8.1% | 3.28% | -6.3% |
| Q1 2023 | $4,479,772 | -8.7% | 154,315 | -15.0% | 3.50% | -15.5% |
| Q4 2022 | $4,904,546 | -6.0% | 181,515 | -12.5% | 4.14% | -14.6% |
| Q3 2022 | $5,216,000 | -21.0% | 207,395 | -9.6% | 4.85% | -9.5% |
| Q2 2022 | $6,603,000 | -19.9% | 229,516 | -12.2% | 5.36% | -14.1% |
| Q1 2022 | $8,240,000 | -2.0% | 261,424 | +2.7% | 6.24% | -0.8% |
| Q4 2021 | $8,404,000 | +28.5% | 254,659 | +17.6% | 6.29% | +14.9% |
| Q2 2021 | $6,540,000 | +39.9% | 216,473 | +30.5% | 5.47% | +25.8% |
| Q1 2021 | $4,674,000 | +172.5% | 165,848 | +154.3% | 4.35% | +134.8% |
| Q4 2020 | $1,715,000 | – | 65,221 | – | 1.85% | – |
Download | ||||||
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% |