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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |