DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
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 | 2,137,601 | $104,785,000 | 38.70% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,562,132 | $76,576,000 | 32.87% |
| Wealthstream Advisors, Inc. | 727,880 | $35,681,000 | 31.20% |
| Colony Family Offices, LLC | 992,334 | $48,644,000 | 23.34% |
| Equius Partners, Inc. | 1,088,073 | $53,337,000 | 22.99% |
| Index Fund Advisors, Inc. | 6,118,988 | $299,953,000 | 20.45% |
| Disciplined Equity Management, Inc. | 412,515 | $20,221,000 | 20.26% |
| Relaxing Retirement Coach | 794,602 | $38,951,000 | 19.98% |
| Heritage Investment Group, Inc. | 527,018 | $25,834,000 | 18.69% |
| DIXON FNANCIAL SERVICES, INC. | 499,369 | $24,479,000 | 18.63% |