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 | $2,327,883 | -9.8% | 77,726 | -6.7% | 1.62% | +8.3% |
| Q2 2023 | $2,581,700 | +15.0% | 83,308 | +6.7% | 1.50% | -7.0% |
| Q1 2023 | $2,245,229 | +8.4% | 78,041 | +1.8% | 1.61% | -5.3% |
| Q4 2022 | $2,071,249 | +7.3% | 76,656 | -0.1% | 1.70% | -16.4% |
| Q3 2022 | $1,930,000 | -0.4% | 76,723 | +4.7% | 2.03% | +2.1% |
| Q2 2022 | $1,938,000 | +3.7% | 73,311 | +23.7% | 1.99% | +58.9% |
| Q1 2022 | $1,869,000 | – | 59,281 | – | 1.25% | – |
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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% |