DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,037 | +31.4% | 22,274 | +35.9% | 0.00% | +50.0% |
| Q2 2023 | $789 | -14.3% | 16,384 | -21.0% | 0.00% | -33.3% |
| Q1 2023 | $921 | +0.5% | 20,734 | -5.8% | 0.00% | 0.0% |
| Q4 2022 | $916 | -99.9% | 22,007 | -50.8% | 0.00% | -57.1% |
| Q3 2022 | $1,821,000 | 0.0% | 44,690 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,821,000 | -48.6% | 44,690 | -38.1% | 0.01% | -36.4% |
| Q1 2022 | $3,541,000 | +29.1% | 72,238 | +36.2% | 0.01% | +22.2% |
| Q4 2021 | $2,742,000 | +37.8% | 53,029 | +25.7% | 0.01% | +28.6% |
| Q3 2021 | $1,990,000 | +256.0% | 42,190 | +255.6% | 0.01% | +250.0% |
| Q2 2021 | $559,000 | – | 11,864 | – | 0.00% | – |
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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% |