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 | $5,625,847 | -9.0% | 120,856 | -5.9% | 0.74% | -7.9% |
| Q2 2023 | $6,182,540 | +7.6% | 128,375 | -0.7% | 0.81% | +6.9% |
| Q1 2023 | $5,746,132 | +5.4% | 129,330 | -1.3% | 0.75% | +2.4% |
| Q4 2022 | $5,451,950 | -2.0% | 131,025 | -8.6% | 0.74% | -8.1% |
| Q3 2022 | $5,566,000 | +97.0% | 143,375 | +106.8% | 0.80% | +117.7% |
| Q2 2022 | $2,825,000 | +247.9% | 69,327 | +318.7% | 0.37% | +308.9% |
| Q1 2022 | $812,000 | – | 16,557 | – | 0.09% | – |
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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% |