DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 294 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,222,131 | +6.5% | 38,984 | +5.3% | 1.04% | +23.0% |
| Q2 2023 | $1,147,073 | -18.6% | 37,014 | -15.5% | 0.84% | -27.7% |
| Q1 2023 | $1,409,671 | -54.8% | 43,798 | -62.0% | 1.17% | -56.0% |
| Q4 2022 | $3,117,690 | -0.0% | 115,384 | -7.0% | 2.65% | -5.5% |
| Q3 2022 | $3,119,000 | -17.3% | 124,008 | -13.1% | 2.81% | -14.1% |
| Q2 2022 | $3,771,000 | -36.0% | 142,695 | -23.5% | 3.27% | -24.5% |
| Q1 2022 | $5,888,000 | -7.9% | 186,573 | -3.6% | 4.33% | -13.2% |
| Q4 2021 | $6,396,000 | – | 193,636 | – | 4.98% | – |
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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% |