DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,058,405 | +1076.9% | 1,397,602 | +1117.6% | 0.97% | +1029.1% |
| Q2 2023 | $5,528,018 | +7.7% | 114,784 | -0.7% | 0.09% | -10.4% |
| Q1 2023 | $5,133,495 | +43.6% | 115,541 | +34.5% | 0.10% | +10.3% |
| Q4 2022 | $3,573,788 | +5.2% | 85,888 | -1.9% | 0.09% | -17.9% |
| Q3 2022 | $3,397,000 | -7.3% | 87,517 | -2.7% | 0.11% | -4.5% |
| Q2 2022 | $3,665,000 | -17.4% | 89,933 | -0.7% | 0.11% | -23.4% |
| Q1 2022 | $4,438,000 | -7.0% | 90,531 | -1.9% | 0.14% | -5.8% |
| Q4 2021 | $4,771,000 | +8.0% | 92,282 | -1.4% | 0.15% | -4.3% |
| Q3 2021 | $4,416,000 | -1.3% | 93,635 | -1.4% | 0.16% | -11.0% |
| Q2 2021 | $4,474,000 | – | 94,940 | – | 0.18% | – |
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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% |