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 | $30,809,254 | -4.5% | 1,028,690 | -1.2% | 0.50% | -3.5% |
| Q2 2023 | $32,251,182 | +6.8% | 1,040,696 | -0.9% | 0.52% | -1.7% |
| Q1 2023 | $30,202,342 | +8.4% | 1,049,786 | +1.8% | 0.52% | +3.4% |
| Q4 2022 | $27,866,852 | +21.2% | 1,031,342 | +12.8% | 0.51% | +3.7% |
| Q3 2022 | $22,988,000 | +148.2% | 914,020 | +160.8% | 0.49% | +157.4% |
| Q2 2022 | $9,263,000 | -2.2% | 350,458 | +16.6% | 0.19% | +8.0% |
| Q1 2022 | $9,470,000 | +31.0% | 300,459 | +37.1% | 0.18% | +21.4% |
| Q4 2021 | $7,230,000 | – | 219,078 | – | 0.14% | – |
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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% |