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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,436,695 | -4.4% | 159,757 | -1.1% | 0.69% | -0.7% |
| Q2 2023 | $7,780,756 | +7.3% | 161,560 | -1.0% | 0.70% | +2.3% |
| Q1 2023 | $7,251,839 | +6.8% | 163,219 | +0.0% | 0.68% | -2.0% |
| Q4 2022 | $6,789,237 | -99.9% | 163,163 | +7.6% | 0.70% | +6.6% |
| Q3 2022 | $5,886,566,000 | -5.0% | 151,637 | -0.3% | 0.65% | -4.3% |
| Q2 2022 | $6,196,217,000 | -21.0% | 152,054 | -5.0% | 0.68% | -8.5% |
| Q1 2022 | $7,845,940,000 | -2.0% | 160,055 | +3.3% | 0.74% | +0.1% |
| Q4 2021 | $8,008,374,000 | +22.2% | 154,900 | +9.0% | 0.74% | +19.8% |
| Q3 2021 | $6,552,852,000 | +8.8% | 142,054 | +12.2% | 0.62% | +6.7% |
| Q2 2021 | $6,023,501,000 | – | 126,652 | – | 0.58% | – |
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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% |