DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,899 | -3.0% | 83,760 | +0.3% | 0.35% | -6.2% |
| Q2 2023 | $4,021 | +7.9% | 83,500 | -0.5% | 0.37% | -8.2% |
| Q1 2023 | $3,727 | +3.4% | 83,878 | -3.1% | 0.40% | -12.8% |
| Q4 2022 | $3,603 | -99.9% | 86,590 | 0.0% | 0.46% | +13.8% |
| Q3 2022 | $3,361,000 | -6.4% | 86,590 | -1.7% | 0.41% | -11.5% |
| Q2 2022 | $3,590,000 | -17.1% | 88,091 | -0.3% | 0.46% | +53.0% |
| Q1 2022 | $4,329,000 | -7.0% | 88,317 | -1.9% | 0.30% | -40.2% |
| Q4 2021 | $4,654,000 | +8.8% | 90,024 | -0.8% | 0.50% | +11.8% |
| Q3 2021 | $4,278,000 | +0.1% | 90,708 | 0.0% | 0.45% | +8.7% |
| Q2 2021 | $4,275,000 | – | 90,708 | – | 0.41% | – |
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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% |