DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,822,210 | -2.4% | 2,273,302 | +1.0% | 13.50% | -2.5% |
| Q2 2023 | $108,413,154 | +8.4% | 2,251,104 | -0.0% | 13.85% | +6.7% |
| Q1 2023 | $100,027,961 | +9.6% | 2,251,361 | +2.6% | 12.98% | +2.7% |
| Q4 2022 | $91,290,428 | +11.8% | 2,193,954 | +4.3% | 12.64% | -4.4% |
| Q3 2022 | $81,658,000 | -2.2% | 2,103,496 | +2.6% | 13.21% | +3.4% |
| Q2 2022 | $83,517,000 | -19.7% | 2,049,507 | -3.4% | 12.78% | -18.0% |
| Q1 2022 | $103,975,000 | -5.1% | 2,121,071 | +0.0% | 15.58% | -3.9% |
| Q4 2021 | $109,608,000 | +10.8% | 2,120,083 | +1.1% | 16.21% | +7.4% |
| Q3 2021 | $98,911,000 | +0.2% | 2,097,359 | +0.1% | 15.09% | -9.6% |
| Q2 2021 | $98,718,000 | – | 2,094,818 | – | 16.69% | – |
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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% |