DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 213 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,288,149 | +23.7% | 610,623 | +28.0% | 7.70% | +24.8% |
| Q2 2023 | $14,787,662 | +28.9% | 477,175 | +19.6% | 6.17% | +21.3% |
| Q1 2023 | $11,475,826 | +38.7% | 398,882 | +30.3% | 5.09% | +24.6% |
| Q4 2022 | $8,271,255 | +182.8% | 306,116 | +163.2% | 4.08% | +175.0% |
| Q3 2022 | $2,925,280 | +137.1% | 116,313 | +149.1% | 1.48% | +139.9% |
| Q2 2022 | $1,233,985 | +105.8% | 46,689 | +145.4% | 0.62% | +93.4% |
| Q1 2022 | $599,671 | +21.2% | 19,025 | +26.9% | 0.32% | -24.7% |
| Q4 2021 | $494,774 | +78.5% | 14,993 | +63.0% | 0.42% | +55.1% |
| Q3 2021 | $277,261 | – | 9,199 | – | 0.27% | – |
Download | ||||||
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% |