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 | $490,473 | -3.4% | 16,376 | 0.0% | 0.44% | -0.2% |
| Q2 2023 | $507,491 | +7.7% | 16,376 | 0.0% | 0.44% | +1.4% |
| Q1 2023 | $471,124 | +101.0% | 16,376 | +198.8% | 0.44% | +84.8% |
| Q4 2022 | $234,347 | +7.5% | 5,480 | +0.0% | 0.24% | -3.7% |
| Q3 2022 | $218,000 | -4.8% | 5,478 | 0.0% | 0.25% | -0.4% |
| Q2 2022 | $229,000 | -16.7% | 5,478 | -1.3% | 0.25% | -2.4% |
| Q1 2022 | $275,000 | -10.7% | 5,548 | -9.7% | 0.25% | -4.5% |
| Q4 2021 | $308,000 | – | 6,147 | – | 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% |