DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,626,858 | -3.3% | 206,806 | +0.0% | 0.21% | -8.4% |
| Q2 2023 | $9,957,739 | +14.2% | 206,763 | +5.4% | 0.23% | -2.6% |
| Q1 2023 | $8,716,032 | +5.7% | 196,174 | -1.0% | 0.23% | +11.0% |
| Q4 2022 | $8,242,516 | +4.1% | 198,089 | -2.9% | 0.21% | -5.4% |
| Q3 2022 | $7,919,000 | +192.8% | 203,994 | +207.3% | 0.22% | +225.0% |
| Q2 2022 | $2,705,000 | +0.4% | 66,387 | +20.8% | 0.07% | +13.3% |
| Q1 2022 | $2,695,000 | -2.8% | 54,977 | +2.6% | 0.06% | -1.6% |
| Q4 2021 | $2,772,000 | +9.4% | 53,608 | -0.2% | 0.06% | -6.2% |
| Q3 2021 | $2,534,000 | +3.6% | 53,739 | +3.5% | 0.06% | +6.6% |
| Q2 2021 | $2,447,000 | – | 51,920 | – | 0.06% | – |
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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% |