DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,669,394 | -4.7% | 1,131,459 | -1.4% | 0.10% | -2.1% |
| Q2 2023 | $55,267,521 | +7.4% | 1,147,581 | -0.9% | 0.10% | 0.0% |
| Q1 2023 | $51,446,605 | +4.4% | 1,157,925 | -2.2% | 0.10% | -2.0% |
| Q4 2022 | $49,273,007 | +7.2% | 1,184,163 | +0.0% | 0.10% | -2.9% |
| Q3 2022 | $45,966,000 | -5.8% | 1,184,095 | -1.1% | 0.10% | -3.8% |
| Q2 2022 | $48,771,000 | -16.3% | 1,196,833 | +0.6% | 0.11% | -3.6% |
| Q1 2022 | $58,294,000 | -4.7% | 1,189,181 | +0.5% | 0.11% | -3.5% |
| Q4 2021 | $61,164,000 | +10.0% | 1,183,054 | +0.3% | 0.11% | +0.9% |
| Q3 2021 | $55,623,000 | +2.0% | 1,179,446 | +1.9% | 0.11% | +1.8% |
| Q2 2021 | $54,524,000 | – | 1,157,013 | – | 0.11% | – |
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% |