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 | $2,978 | -3.3% | 63,976 | +0.1% | 0.04% | +2.3% |
| Q2 2023 | $3,079 | +16.9% | 63,934 | +7.8% | 0.04% | +12.8% |
| Q1 2023 | $2,635 | +6.8% | 59,302 | +0.0% | 0.04% | +11.4% |
| Q4 2022 | $2,467 | -99.9% | 59,278 | +0.1% | 0.04% | -14.6% |
| Q3 2022 | $2,300,000 | -4.7% | 59,244 | +0.0% | 0.04% | -2.4% |
| Q2 2022 | $2,413,000 | -22.8% | 59,215 | -7.1% | 0.04% | -10.6% |
| Q1 2022 | $3,125,000 | +6.2% | 63,743 | +12.0% | 0.05% | -9.6% |
| Q4 2021 | $2,942,000 | +19.3% | 56,902 | +8.8% | 0.05% | +10.6% |
| Q3 2021 | $2,467,000 | +0.1% | 52,321 | +0.0% | 0.05% | -4.1% |
| Q2 2021 | $2,465,000 | – | 52,303 | – | 0.05% | – |
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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% |