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 | $1,056,749 | +10.3% | 35,283 | +14.1% | 0.37% | -5.3% |
| Q2 2023 | $958,129 | +19.3% | 30,917 | +10.7% | 0.39% | +12.3% |
| Q1 2023 | $803,319 | +4.5% | 27,922 | -1.8% | 0.35% | +2.0% |
| Q4 2022 | $768,616 | -5.9% | 28,446 | -12.4% | 0.34% | -22.7% |
| Q3 2022 | $817,000 | -4.6% | 32,486 | +0.3% | 0.44% | -6.3% |
| Q2 2022 | $856,000 | +27.2% | 32,397 | +51.7% | 0.47% | +31.7% |
| Q1 2022 | $673,000 | +75.3% | 21,359 | +83.7% | 0.36% | +57.9% |
| Q4 2021 | $384,000 | – | 11,628 | – | 0.23% | – |
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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% |