DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $202,820 | +8.8% | 4,211 | +0.3% | 0.02% | +7.1% |
Q1 2023 | $186,480 | +7.1% | 4,197 | +0.3% | 0.01% | -6.7% |
Q4 2022 | $174,105 | +7.5% | 4,184 | +0.5% | 0.02% | 0.0% |
Q3 2022 | $162,000 | -4.1% | 4,165 | +0.4% | 0.02% | -6.2% |
Q2 2022 | $169,000 | -16.7% | 4,149 | +0.4% | 0.02% | -5.9% |
Q1 2022 | $203,000 | -4.7% | 4,133 | +0.2% | 0.02% | -10.5% |
Q4 2021 | $213,000 | +9.8% | 4,124 | +0.4% | 0.02% | 0.0% |
Q3 2021 | $194,000 | – | 4,108 | – | 0.02% | – |
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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% |