DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,900,654 | -57.9% | 40,830 | -56.4% | 0.01% | -50.0% |
Q2 2023 | $4,511,524 | -99.7% | 93,669 | -0.9% | 0.02% | -99.6% |
Q1 2023 | $1,762,478,001 | +44762.0% | 94,524 | +81.3% | 4.16% | +16524.0% |
Q4 2022 | $3,928,667 | +6.8% | 52,123 | -45.0% | 0.02% | -43.2% |
Q3 2022 | $3,677,000 | +75.4% | 94,730 | +23.4% | 0.04% | +91.3% |
Q2 2022 | $2,096,000 | -9.4% | 76,750 | +62.7% | 0.02% | -36.1% |
Q1 2022 | $2,313,000 | – | 47,184 | – | 0.04% | – |
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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% |