DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $882,207 | -5.0% | 29,456 | -1.7% | 0.69% | -2.4% |
| Q2 2023 | $928,894 | +5.5% | 29,974 | -2.1% | 0.71% | -0.1% |
| Q1 2023 | $880,506 | +6.8% | 30,605 | +0.3% | 0.71% | -3.3% |
| Q4 2022 | $824,650 | +3.1% | 30,520 | -4.0% | 0.74% | -9.8% |
| Q3 2022 | $800,000 | +13.5% | 31,804 | +19.3% | 0.82% | +21.6% |
| Q2 2022 | $705,000 | -9.8% | 26,668 | +7.4% | 0.67% | -5.8% |
| Q1 2022 | $782,000 | -7.3% | 24,822 | -2.9% | 0.71% | -4.6% |
| Q4 2021 | $844,000 | – | 25,571 | – | 0.74% | – |
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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% |