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 | $297,650 | -3.0% | 6,394 | +0.3% | 0.06% | -1.7% |
| Q2 2023 | $306,892 | +8.8% | 6,372 | +0.3% | 0.06% | -4.9% |
| Q1 2023 | $282,167 | +7.1% | 6,351 | +0.3% | 0.06% | +1.7% |
| Q4 2022 | $263,442 | +7.5% | 6,331 | +0.5% | 0.06% | +13.2% |
| Q3 2022 | $245,000 | -4.3% | 6,302 | +0.4% | 0.05% | -14.5% |
| Q2 2022 | $256,000 | -16.6% | 6,277 | +0.4% | 0.06% | -11.4% |
| Q1 2022 | $307,000 | -5.0% | 6,254 | +0.2% | 0.07% | -4.1% |
| Q4 2021 | $323,000 | -16.8% | 6,240 | -24.1% | 0.07% | -27.0% |
| Q3 2021 | $388,000 | +0.5% | 8,223 | +0.3% | 0.10% | -2.0% |
| Q2 2021 | $386,000 | – | 8,201 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ML & R WEALTH MANAGEMENT LLC | 2,137,601 | $104,785,000 | 38.70% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,562,132 | $76,576,000 | 32.87% |
| Wealthstream Advisors, Inc. | 727,880 | $35,681,000 | 31.20% |
| Colony Family Offices, LLC | 992,334 | $48,644,000 | 23.34% |
| Equius Partners, Inc. | 1,088,073 | $53,337,000 | 22.99% |
| Index Fund Advisors, Inc. | 6,118,988 | $299,953,000 | 20.45% |
| Disciplined Equity Management, Inc. | 412,515 | $20,221,000 | 20.26% |
| Relaxing Retirement Coach | 794,602 | $38,951,000 | 19.98% |
| Heritage Investment Group, Inc. | 527,018 | $25,834,000 | 18.69% |
| DIXON FNANCIAL SERVICES, INC. | 499,369 | $24,479,000 | 18.63% |