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 | $404,055 | -18.7% | 13,491 | -15.9% | 0.07% | -25.6% |
| Q2 2023 | $496,894 | -9.6% | 16,034 | -16.0% | 0.09% | -16.7% |
| Q1 2023 | $549,449 | +6.0% | 19,098 | -0.5% | 0.11% | -13.6% |
| Q4 2022 | $518,541 | -25.1% | 19,191 | -30.3% | 0.12% | -37.2% |
| Q3 2022 | $692,455 | -9.8% | 27,533 | -5.2% | 0.20% | -7.0% |
| Q2 2022 | $767,818 | -28.8% | 29,051 | -15.0% | 0.21% | -39.4% |
| Q1 2022 | $1,077,797 | +24.3% | 34,194 | +30.1% | 0.35% | -30.4% |
| Q4 2021 | $867,037 | +12.0% | 26,274 | +2.3% | 0.51% | +1.4% |
| Q3 2021 | $773,859 | +45.4% | 25,675 | +45.7% | 0.50% | +13.6% |
| Q2 2021 | $532,398 | – | 17,623 | – | 0.44% | – |
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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% |