DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is 56.76 and the average weighting 1.4%.
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 | 2,137,601 | $104,785,000 | 38.70% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,562,132 | $76,576,000 | 32.87% |
| Wealthstream Advisors, Inc. | 727,880 | $35,681,000 | 31.20% |
| Colony Family Offices, LLC | 992,334 | $48,644,000 | 23.34% |
| Equius Partners, Inc. | 1,088,073 | $53,337,000 | 22.99% |
| Index Fund Advisors, Inc. | 6,118,988 | $299,953,000 | 20.45% |
| Disciplined Equity Management, Inc. | 412,515 | $20,221,000 | 20.26% |
| Relaxing Retirement Coach | 794,602 | $38,951,000 | 19.98% |
| Heritage Investment Group, Inc. | 527,018 | $25,834,000 | 18.69% |
| DIXON FNANCIAL SERVICES, INC. | 499,369 | $24,479,000 | 18.63% |