DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 96 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,322,000 | +4.2% | 52,563 | +9.5% | 0.91% | +4.7% |
| Q2 2022 | $1,269,000 | -45.2% | 48,021 | -34.6% | 0.87% | +0.2% |
| Q1 2022 | $2,315,000 | +468.8% | 73,442 | +495.7% | 0.87% | +167.3% |
| Q4 2021 | $407,000 | +2.8% | 12,329 | -6.2% | 0.32% | -6.6% |
| Q3 2021 | $396,000 | +0.5% | 13,142 | +0.8% | 0.35% | -8.2% |
| Q2 2021 | $394,000 | +64.2% | 13,043 | +52.9% | 0.38% | +45.9% |
| Q1 2021 | $240,000 | – | 8,529 | – | 0.26% | – |
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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% |