DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $266,533 | +6.3% | 5,534 | -2.0% | 0.01% | +25.0% |
| Q1 2023 | $250,817 | -27.9% | 5,645 | -32.5% | 0.01% | -33.3% |
| Q4 2022 | $347,928 | +6.4% | 8,361 | -0.7% | 0.01% | 0.0% |
| Q3 2022 | $327,000 | -4.7% | 8,419 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $343,000 | -16.9% | 8,418 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $413,000 | -5.1% | 8,418 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $435,000 | +9.6% | 8,417 | +0.0% | 0.01% | 0.0% |
| Q3 2021 | $397,000 | 0.0% | 8,416 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $397,000 | – | 8,416 | – | 0.01% | – |
Download | ||||||
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% |