DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 460 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 | 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% |