DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 277 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,680,056 | -2.3% | 156,262 | +1.1% | 3.57% | -7.1% |
| Q2 2023 | $4,789,748 | +22.3% | 154,558 | +13.5% | 3.85% | +11.2% |
| Q1 2023 | $3,917,451 | +13.0% | 136,164 | +6.1% | 3.46% | +6.9% |
| Q4 2022 | $3,466,477 | +37.9% | 128,293 | +28.3% | 3.24% | +22.7% |
| Q3 2022 | $2,514,000 | +15.5% | 99,977 | +21.5% | 2.64% | +14.9% |
| Q2 2022 | $2,176,000 | -26.7% | 82,313 | -12.6% | 2.30% | -11.8% |
| Q1 2022 | $2,970,000 | +42.5% | 94,218 | +49.2% | 2.60% | +51.4% |
| Q4 2021 | $2,084,000 | – | 63,159 | – | 1.72% | – |
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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% |