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 | $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% | – |
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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% |