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 | $1,265,695 | -7.7% | 27,190 | -4.5% | 0.04% | -8.9% |
Q2 2023 | $1,370,923 | +3.7% | 28,466 | -4.3% | 0.04% | -2.2% |
Q1 2023 | $1,321,926 | -0.2% | 29,753 | -6.6% | 0.05% | -4.2% |
Q4 2022 | $1,324,800 | +2.7% | 31,839 | -4.2% | 0.05% | -27.3% |
Q3 2022 | $1,290,000 | -4.7% | 33,228 | 0.0% | 0.07% | -5.7% |
Q2 2022 | $1,354,000 | -16.9% | 33,228 | 0.0% | 0.07% | -9.1% |
Q1 2022 | $1,629,000 | -7.3% | 33,228 | -2.3% | 0.08% | -6.1% |
Q4 2021 | $1,758,000 | +8.5% | 33,998 | -1.0% | 0.08% | +1.2% |
Q3 2021 | $1,620,000 | – | 34,343 | – | 0.08% | – |
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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% |