DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $278 | -29.8% | 9,267 | -27.4% | 0.15% | -28.5% |
Q2 2023 | $396 | +7.9% | 12,767 | 0.0% | 0.21% | +1.9% |
Q1 2023 | $367 | +7.0% | 12,767 | +0.5% | 0.21% | -0.5% |
Q4 2022 | $343 | -99.9% | 12,705 | +2.0% | 0.21% | -3.7% |
Q3 2022 | $313,000 | +7.2% | 12,455 | +12.8% | 0.22% | +7.4% |
Q2 2022 | $292,000 | -15.4% | 11,040 | +0.9% | 0.20% | -1.9% |
Q1 2022 | $345,000 | +60.5% | 10,940 | +68.2% | 0.21% | +57.6% |
Q4 2021 | $215,000 | – | 6,505 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Retirement Solution Inc. | 3,373,613 | $106,336,000 | 46.99% |
Aquire Wealth Advisors, LLC | 1,514,919 | $47,750,000 | 25.43% |
Northland Capital Management LLC | 585,829 | $18,465,000 | 18.35% |
Meridian Wealth Partners, LLC | 2,521,155 | $79,467,000 | 16.72% |
Ullmann Wealth Partners Group, LLC | 1,942,345 | $61,223,000 | 15.64% |
AWM CAPITAL, LLC | 597,128 | $18,821,000 | 11.59% |
PBMares Wealth Management LLC | 535,859 | $16,890,000 | 10.40% |
Syverson Strege & Co | 297,916 | $9,390,000 | 10.21% |
FirstPurpose Wealth LLC | 409,594 | $12,910,000 | 10.07% |
Spinnaker Investment Group, LLC | 633,389 | $20,395,000 | 6.64% |