DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,219,775 | -2.7% | 47,686 | +0.7% | 0.13% | -4.3% |
| Q2 2023 | $2,280,657 | +8.7% | 47,356 | +0.3% | 0.14% | +1.5% |
| Q1 2023 | $2,098,470 | +6.8% | 47,231 | +0.1% | 0.14% | -4.2% |
| Q4 2022 | $1,963,985 | +4.9% | 47,200 | -2.1% | 0.14% | -10.7% |
| Q3 2022 | $1,872,000 | -4.7% | 48,220 | 0.0% | 0.16% | -8.1% |
| Q2 2022 | $1,965,000 | -16.9% | 48,220 | 0.0% | 0.17% | -12.6% |
| Q1 2022 | $2,364,000 | -5.2% | 48,220 | 0.0% | 0.20% | -8.3% |
| Q4 2021 | $2,493,000 | +9.6% | 48,220 | 0.0% | 0.22% | -10.7% |
| Q3 2021 | $2,274,000 | +0.1% | 48,220 | +0.0% | 0.24% | -24.4% |
| Q2 2021 | $2,272,000 | – | 48,211 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 692,003 | $26,864,000 | 28.86% |
| ML & R WEALTH MANAGEMENT LLC | 2,160,512 | $83,871,000 | 28.36% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,528,453 | $59,335,000 | 27.46% |
| Relaxing Retirement Coach | 1,125,869 | $43,703,000 | 20.65% |
| Index Fund Advisors, Inc. | 6,058,815 | $235,203,000 | 18.21% |
| Colony Family Offices, LLC | 1,027,424 | $39,885,000 | 17.27% |
| Disciplined Equity Management, Inc. | 444,709 | $17,264,000 | 17.03% |
| DIXON FNANCIAL SERVICES, INC. | 496,932 | $19,291,000 | 15.17% |
| Equius Partners, Inc. | 1,068,467 | $41,478,000 | 14.90% |
| Plancorp, LLC | 5,709,515 | $221,643,000 | 14.78% |