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 | $3,749,096 | -4.1% | 125,178 | -0.7% | 3.22% | -0.8% |
| Q2 2023 | $3,907,978 | +7.2% | 126,104 | -0.5% | 3.25% | +0.7% |
| Q1 2023 | $3,644,679 | +6.6% | 126,684 | +0.1% | 3.23% | +1.5% |
| Q4 2022 | $3,419,971 | +8.4% | 126,572 | +0.9% | 3.18% | -4.2% |
| Q3 2022 | $3,154,000 | -47.2% | 125,424 | -33.9% | 3.32% | -41.2% |
| Q2 2022 | $5,979,000 | -4.0% | 189,683 | +0.5% | 5.65% | +1.3% |
| Q1 2022 | $6,231,000 | 0.0% | 188,830 | 0.0% | 5.58% | -1.1% |
| Q4 2021 | $6,231,000 | – | 188,830 | – | 5.64% | – |
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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% |