DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 224 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,816,501 | -0.3% | 194,207 | +3.2% | 2.04% | -4.7% |
| Q2 2023 | $5,832,815 | +88.0% | 188,216 | +74.5% | 2.14% | +78.6% |
| Q1 2023 | $3,102,580 | +23.0% | 107,841 | +15.5% | 1.20% | +13.8% |
| Q4 2022 | $2,523,138 | +16.1% | 93,380 | +8.0% | 1.05% | -0.7% |
| Q3 2022 | $2,174,000 | +72.0% | 86,459 | +82.3% | 1.06% | +74.1% |
| Q2 2022 | $1,264,000 | +14.5% | 47,428 | +35.4% | 0.61% | +26.3% |
| Q1 2022 | $1,104,000 | +55.3% | 35,026 | +62.7% | 0.48% | +50.2% |
| Q4 2021 | $711,000 | +114.2% | 21,534 | +95.3% | 0.32% | +95.7% |
| Q3 2021 | $332,000 | +38.3% | 11,024 | +38.6% | 0.16% | +34.4% |
| Q2 2021 | $240,000 | – | 7,952 | – | 0.12% | – |
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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% |