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 | $29,177,290 | +1.9% | 974,200 | +5.4% | 12.60% | +2.7% |
| Q2 2023 | $28,645,452 | +30.7% | 924,345 | +21.3% | 12.26% | +13.5% |
| Q1 2023 | $21,919,029 | +24.3% | 761,871 | +16.7% | 10.80% | +9.7% |
| Q4 2022 | $17,636,062 | +27.1% | 652,704 | +18.3% | 9.85% | +7.7% |
| Q3 2022 | $13,879,000 | +4.7% | 551,838 | +10.1% | 9.14% | +2.7% |
| Q2 2022 | $13,252,000 | +2.6% | 501,392 | +22.4% | 8.91% | -11.5% |
| Q1 2022 | $12,910,000 | +41.2% | 409,594 | +47.8% | 10.07% | +75.3% |
| Q4 2021 | $9,143,000 | – | 277,064 | – | 5.74% | – |
Download | ||||||
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% |