DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,747,261 | +2.6% | 80,500 | +6.2% | 0.01% | -42.1% |
| Q2 2023 | $3,651,116 | -1.7% | 75,812 | -9.3% | 0.02% | +137.5% |
| Q1 2023 | $3,712,926 | -19.6% | 83,568 | -24.7% | 0.01% | -20.0% |
| Q4 2022 | $4,616,671 | +7.5% | 110,951 | +0.3% | 0.01% | -9.1% |
| Q3 2022 | $4,296,000 | -6.9% | 110,653 | -2.3% | 0.01% | -8.3% |
| Q2 2022 | $4,616,000 | -15.1% | 113,288 | +2.2% | 0.01% | 0.0% |
| Q1 2022 | $5,434,000 | -6.9% | 110,854 | -1.8% | 0.01% | -7.7% |
| Q4 2021 | $5,839,000 | +23.9% | 112,937 | +13.0% | 0.01% | +8.3% |
| Q3 2021 | $4,712,000 | -0.9% | 99,915 | -1.0% | 0.01% | 0.0% |
| Q2 2021 | $4,754,000 | – | 100,891 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 692,003 | $26,864,000 | 28.86% |
| ML & R WEALTH MANAGEMENT LLC | 2,160,512 | $83,871,000 | 28.36% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,528,453 | $59,335,000 | 27.46% |
| Relaxing Retirement Coach | 1,125,869 | $43,703,000 | 20.65% |
| Index Fund Advisors, Inc. | 6,058,815 | $235,203,000 | 18.21% |
| Colony Family Offices, LLC | 1,027,424 | $39,885,000 | 17.27% |
| Disciplined Equity Management, Inc. | 444,709 | $17,264,000 | 17.03% |
| DIXON FNANCIAL SERVICES, INC. | 496,932 | $19,291,000 | 15.17% |
| Equius Partners, Inc. | 1,068,467 | $41,478,000 | 14.90% |
| Plancorp, LLC | 5,709,515 | $221,643,000 | 14.78% |