DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $81,323,982 | -3.0% | 1,747,024 | +0.4% | 0.11% | -2.7% |
| Q2 2023 | $83,824,859 | +7.5% | 1,740,549 | -0.8% | 0.11% | 0.0% |
| Q1 2023 | $77,993,427 | +8.2% | 1,755,423 | +1.4% | 0.11% | +3.7% |
| Q4 2022 | $72,068,349 | +16.3% | 1,731,996 | +8.5% | 0.11% | +0.9% |
| Q3 2022 | $61,994,000 | -4.7% | 1,596,972 | +0.0% | 0.11% | 0.0% |
| Q2 2022 | $65,071,000 | -17.0% | 1,596,824 | -0.1% | 0.11% | -11.6% |
| Q1 2022 | $78,386,000 | -3.4% | 1,599,071 | +1.9% | 0.12% | -6.9% |
| Q4 2021 | $81,168,000 | +6.3% | 1,569,983 | -3.1% | 0.13% | -4.4% |
| Q3 2021 | $76,385,000 | -0.2% | 1,619,700 | -0.2% | 0.14% | 0.0% |
| Q2 2021 | $76,502,000 | – | 1,623,397 | – | 0.14% | – |
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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% |