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 | $26,598,981 | -7.6% | 582,927 | -0.7% | 1.43% | -4.2% |
| Q2 2023 | $28,787,128 | +8.8% | 587,133 | -0.8% | 1.50% | -3.0% |
| Q1 2023 | $26,462,612 | +1.1% | 591,740 | +2.2% | 1.54% | -3.7% |
| Q4 2022 | $26,183,375 | +15.8% | 579,150 | +5.9% | 1.60% | -0.7% |
| Q3 2022 | $22,618,000 | -3.1% | 546,864 | +4.3% | 1.61% | -4.5% |
| Q2 2022 | $23,345,000 | +17.3% | 524,143 | +11.5% | 1.69% | +11.2% |
| Q1 2022 | $19,908,000 | -9.4% | 470,200 | +2.2% | 1.52% | -2.4% |
| Q4 2021 | $21,978,000 | -4.4% | 460,087 | +1.9% | 1.56% | -3.3% |
| Q3 2021 | $22,998,000 | -46.1% | 451,288 | -48.8% | 1.61% | +1.8% |
| Q2 2021 | $42,634,000 | – | 881,572 | – | 1.58% | – |
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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% |