DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,039 | -9.7% | 22,325 | -6.5% | 0.08% | +2.7% |
| Q2 2023 | $1,150 | +5.2% | 23,875 | -2.9% | 0.07% | 0.0% |
| Q1 2023 | $1,093 | +6.1% | 24,592 | -0.6% | 0.07% | +1.4% |
| Q4 2022 | $1,030 | -99.9% | 24,742 | -0.2% | 0.07% | -11.0% |
| Q3 2022 | $963,000 | -5.3% | 24,797 | -0.6% | 0.08% | +12.3% |
| Q2 2022 | $1,017,000 | -17.3% | 24,957 | -0.5% | 0.07% | -21.5% |
| Q1 2022 | $1,230,000 | -5.7% | 25,083 | -0.7% | 0.09% | +4.5% |
| Q4 2021 | $1,305,000 | +9.6% | 25,251 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $1,191,000 | +0.1% | 25,251 | 0.0% | 0.09% | -4.3% |
| Q2 2021 | $1,190,000 | – | 25,251 | – | 0.09% | – |
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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% |