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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,131 | -5.6% | 45,768 | -2.3% | 0.01% | -7.1% |
| Q2 2023 | $2,257 | +16.7% | 46,860 | +7.7% | 0.01% | +7.7% |
| Q1 2023 | $1,934 | +15.1% | 43,523 | +7.7% | 0.01% | +8.3% |
| Q4 2022 | $1,681 | -99.9% | 40,402 | -2.6% | 0.01% | -7.7% |
| Q3 2022 | $1,611,000 | -5.1% | 41,500 | -0.4% | 0.01% | 0.0% |
| Q2 2022 | $1,697,000 | -19.2% | 41,646 | +2.5% | 0.01% | -13.3% |
| Q4 2021 | $2,101,000 | +9.7% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $1,915,000 | – | 40,644 | – | 0.02% | – |
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% |