DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,596,501 | -4.8% | 55,779 | -1.5% | 0.24% | +1.3% |
| Q2 2023 | $2,726,404 | +2.5% | 56,611 | -5.4% | 0.23% | -4.1% |
| Q1 2023 | $2,658,753 | +14.5% | 59,841 | +7.2% | 0.24% | +6.1% |
| Q4 2022 | $2,322,862 | -5.1% | 55,825 | -11.5% | 0.23% | -6.1% |
| Q3 2022 | $2,448,000 | -3.9% | 63,072 | +0.9% | 0.24% | -2.4% |
| Q2 2022 | $2,548,000 | -93.8% | 62,539 | -92.5% | 0.25% | -90.2% |
| Q1 2022 | $40,898,000 | +92.4% | 834,307 | +102.9% | 2.56% | +95.2% |
| Q4 2021 | $21,256,000 | +66.9% | 411,148 | +52.3% | 1.31% | +47.7% |
| Q3 2021 | $12,735,000 | – | 270,039 | – | 0.89% | – |
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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% |