DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $763,792 | +13.5% | 16,408 | +17.4% | 0.01% | +14.3% |
| Q2 2023 | $673,229 | -1.3% | 13,979 | -8.9% | 0.01% | -12.5% |
| Q1 2023 | $682,045 | +6.9% | 15,351 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $638,006 | +6.3% | 15,333 | -0.7% | 0.01% | 0.0% |
| Q3 2022 | $600,000 | -0.7% | 15,444 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $604,000 | -23.3% | 14,816 | -7.7% | 0.01% | -11.1% |
| Q1 2022 | $787,000 | -15.3% | 16,055 | -10.6% | 0.01% | -10.0% |
| Q4 2021 | $929,000 | +16.1% | 17,967 | +5.9% | 0.01% | +11.1% |
| Q3 2021 | $800,000 | -0.6% | 16,970 | -0.7% | 0.01% | 0.0% |
| Q2 2021 | $805,000 | – | 17,090 | – | 0.01% | – |
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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% |