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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,917 | +10.1% | 39,797 | +1.6% | 0.40% | +119.4% |
Q1 2023 | $1,741 | +7.9% | 39,178 | +1.1% | 0.18% | +5.9% |
Q4 2022 | $1,613 | -99.9% | 38,756 | +4.0% | 0.17% | +6.2% |
Q3 2022 | $1,447,000 | -4.0% | 37,273 | +0.8% | 0.16% | +4.6% |
Q2 2022 | $1,507,000 | -16.9% | 36,978 | 0.0% | 0.15% | +11.7% |
Q1 2022 | $1,813,000 | +4.0% | 36,978 | 0.0% | 0.14% | -19.4% |
Q2 2021 | $1,743,000 | – | 36,978 | – | 0.17% | – |
Download |
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% |