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 | $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. | 3,749,790 | $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% |