DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 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 | $16,993,000 | -12.3% | 365,051 | -9.2% | 0.01% | 0.0% |
| Q2 2023 | $19,370,000 | +14.8% | 402,184 | +5.9% | 0.01% | 0.0% |
| Q1 2023 | $16,869,000 | +21.2% | 379,672 | +13.5% | 0.01% | +25.0% |
| Q4 2022 | $13,923,000 | +37.3% | 334,580 | +28.1% | 0.00% | +33.3% |
| Q3 2022 | $10,144,000 | +3.7% | 261,284 | +8.9% | 0.00% | 0.0% |
| Q2 2022 | $9,779,000 | +34.1% | 239,987 | +61.4% | 0.00% | +50.0% |
| Q1 2022 | $7,290,000 | +10.5% | 148,709 | +16.5% | 0.00% | 0.0% |
| Q4 2021 | $6,597,000 | +13.2% | 127,599 | +3.3% | 0.00% | 0.0% |
| Q3 2021 | $5,827,000 | -37.1% | 123,545 | -37.1% | 0.00% | 0.0% |
| Q2 2021 | $9,263,000 | – | 196,550 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ML & R WEALTH MANAGEMENT LLC | 1,992,151 | $81,180,000 | 36.50% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,567,413 | $63,872,000 | 30.15% |
| Wealthstream Advisors, Inc. | 696,173 | $28,369,000 | 28.67% |
| Relaxing Retirement Coach | 996,224 | $40,596,000 | 20.47% |
| Colony Family Offices, LLC | 1,021,979 | $41,646,000 | 18.87% |
| Index Fund Advisors, Inc. | 5,888,877 | $239,972,000 | 18.17% |
| Disciplined Equity Management, Inc. | 433,149 | $17,651,000 | 16.02% |
| Equius Partners, Inc. | 1,082,223 | $44,101,000 | 14.93% |
| DIXON FNANCIAL SERVICES, INC. | 497,779 | $20,284,000 | 14.79% |
| Plancorp, LLC | 5,692,337 | $231,963,000 | 14.62% |