DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is 56.76 and the average weighting 1.4%.
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 | 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% |