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 | $2,765,921 | -4.1% | 59,418 | -0.8% | 0.11% | -6.9% |
| Q2 2023 | $2,883,546 | +7.5% | 59,874 | -0.8% | 0.12% | 0.0% |
| Q1 2023 | $2,682,876 | +10.2% | 60,384 | +3.2% | 0.12% | +0.9% |
| Q4 2022 | $2,433,852 | +2.4% | 58,492 | -4.5% | 0.12% | -8.0% |
| Q3 2022 | $2,377,000 | +0.8% | 61,222 | +5.8% | 0.12% | +0.8% |
| Q2 2022 | $2,358,000 | -18.2% | 57,867 | -1.7% | 0.12% | -13.9% |
| Q1 2022 | $2,884,000 | -8.1% | 58,841 | -3.0% | 0.14% | -8.3% |
| Q4 2021 | $3,137,000 | +9.6% | 60,670 | 0.0% | 0.16% | -3.7% |
| Q3 2021 | $2,861,000 | +0.1% | 60,670 | 0.0% | 0.16% | -5.8% |
| Q2 2021 | $2,859,000 | – | 60,670 | – | 0.17% | – |
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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% |