DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,311,921 | -18.9% | 404,770 | +21.3% | 0.12% | -17.5% |
| Q2 2023 | $16,409,936 | +45.1% | 333,612 | +31.1% | 0.14% | +32.4% |
| Q1 2023 | $11,308,776 | +92.0% | 254,530 | +6.5% | 0.11% | -63.5% |
| Q4 2022 | $5,889,004 | -10.0% | 238,929 | +41.7% | 0.30% | +294.7% |
| Q3 2022 | $6,545,000 | +11.7% | 168,595 | +17.2% | 0.08% | +44.2% |
| Q2 2022 | $5,862,000 | +106.2% | 143,857 | +161.6% | 0.05% | +147.6% |
| Q4 2021 | $2,843,000 | +23.6% | 54,986 | +12.7% | 0.02% | +40.0% |
| Q3 2021 | $2,301,000 | +187.3% | 48,781 | +186.9% | 0.02% | +114.3% |
| Q2 2021 | $801,000 | – | 17,005 | – | 0.01% | – |
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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% |