DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,845,708 | +9.6% | 211,508 | +13.4% | 0.04% | +8.6% |
| Q2 2023 | $8,984,897 | +21.3% | 186,563 | +11.9% | 0.04% | +6.1% |
| Q1 2023 | $7,409,403 | +8.7% | 166,766 | +1.8% | 0.03% | -2.9% |
| Q4 2022 | $6,814,680 | +7.2% | 163,775 | +0.0% | 0.03% | -8.1% |
| Q3 2022 | $6,357,000 | -3.1% | 163,753 | +1.7% | 0.04% | -11.9% |
| Q2 2022 | $6,560,000 | -16.9% | 160,979 | +0.0% | 0.04% | -17.6% |
| Q1 2022 | $7,891,000 | -6.4% | 160,970 | -1.3% | 0.05% | -12.1% |
| Q4 2021 | $8,429,000 | +9.7% | 163,027 | +0.0% | 0.06% | -9.4% |
| Q3 2021 | $7,686,000 | +0.1% | 162,976 | +0.0% | 0.06% | -11.1% |
| Q2 2021 | $7,678,000 | – | 162,937 | – | 0.07% | – |
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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% |