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 | $30,414,253 | -2.3% | 653,367 | +1.1% | 6.50% | +3.0% |
| Q2 2023 | $31,132,307 | +13.4% | 646,435 | -2.0% | 6.31% | +11.7% |
| Q1 2023 | $27,455,570 | +0.0% | 659,831 | 0.0% | 5.65% | 0.0% |
| Q4 2022 | $27,455,569 | +11.2% | 659,831 | +3.7% | 5.65% | -3.9% |
| Q3 2022 | $24,697,000 | -3.3% | 636,203 | +1.5% | 5.88% | +0.9% |
| Q2 2022 | $25,544,000 | -16.6% | 626,850 | +0.3% | 5.82% | -13.5% |
| Q1 2022 | $30,633,000 | -5.4% | 624,900 | -0.2% | 6.73% | -5.1% |
| Q4 2021 | $32,374,000 | +10.9% | 626,184 | +1.1% | 7.09% | +8.2% |
| Q3 2021 | $29,204,000 | +1.1% | 619,251 | +1.1% | 6.55% | -1.5% |
| Q2 2021 | $28,877,000 | – | 612,776 | – | 6.65% | – |
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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% |