DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 224 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,104 | -23.9% | 237,184 | -21.3% | 0.03% | -27.0% |
| Q2 2023 | $9,336 | +25.4% | 301,244 | +16.4% | 0.04% | +8.8% |
| Q1 2023 | $7,443 | -8.3% | 258,699 | -13.9% | 0.03% | -17.1% |
| Q4 2022 | $8,116 | -99.9% | 300,360 | -14.0% | 0.04% | -21.2% |
| Q3 2022 | $8,782,000 | +12.6% | 349,180 | +18.4% | 0.05% | +8.3% |
| Q2 2022 | $7,796,000 | +13.3% | 294,965 | +35.2% | 0.05% | +17.1% |
| Q1 2022 | $6,879,000 | +7.2% | 218,230 | +12.2% | 0.04% | +2.5% |
| Q4 2021 | $6,417,000 | +18.4% | 194,440 | +8.1% | 0.04% | +5.3% |
| Q3 2021 | $5,420,000 | +24.0% | 179,821 | +24.3% | 0.04% | +11.8% |
| Q2 2021 | $4,371,000 | +34.1% | 144,688 | +25.1% | 0.03% | +13.3% |
| Q1 2021 | $3,260,000 | – | 115,686 | – | 0.03% | – |
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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% |