DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 277 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,853,826 | +1.1% | 1,364,068 | +5.2% | 13.73% | +3.2% |
| Q2 2023 | $40,394,741 | +12.5% | 1,296,766 | +3.9% | 13.30% | +5.4% |
| Q1 2023 | $35,907,399 | +15.2% | 1,248,084 | +8.2% | 12.63% | +13.9% |
| Q4 2022 | $31,174,526 | +19.1% | 1,153,757 | +11.0% | 11.09% | +8.2% |
| Q3 2022 | $26,167,000 | +16.4% | 1,039,811 | +22.3% | 10.24% | +11.9% |
| Q2 2022 | $22,478,000 | +10.2% | 850,480 | +34.3% | 9.16% | +38.0% |
| Q1 2022 | $20,395,000 | +34.4% | 633,389 | +31.2% | 6.64% | +24.6% |
| Q4 2021 | $15,180,000 | – | 482,801 | – | 5.33% | – |
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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% |