DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,757,350 | -5.1% | 4,312,725 | -1.8% | 0.09% | -2.1% |
| Q2 2023 | $211,606,324 | +7.8% | 4,393,819 | -0.5% | 0.09% | 0.0% |
| Q1 2023 | $196,208,291 | +5.7% | 4,416,122 | -1.0% | 0.09% | -2.1% |
| Q4 2022 | $185,594,964 | +11.5% | 4,460,345 | +4.0% | 0.10% | +1.1% |
| Q3 2022 | $166,506,000 | -11.6% | 4,289,191 | -7.2% | 0.10% | -9.5% |
| Q2 2022 | $188,342,000 | -29.2% | 4,621,880 | -14.8% | 0.10% | -21.6% |
| Q1 2022 | $265,958,000 | +10.4% | 5,425,500 | +16.5% | 0.13% | +12.6% |
| Q4 2021 | $240,809,000 | +9.2% | 4,657,788 | -0.4% | 0.12% | -1.7% |
| Q3 2021 | $220,491,000 | -2.3% | 4,675,390 | -2.4% | 0.12% | -5.5% |
| Q2 2021 | $225,701,000 | – | 4,789,449 | – | 0.13% | – |
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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% |