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 | $1,624,176 | -3.0% | 34,891 | +0.3% | 0.05% | -10.5% |
| Q2 2023 | $1,674,668 | +8.8% | 34,773 | +0.3% | 0.06% | -6.6% |
| Q1 2023 | $1,539,806 | +7.1% | 34,657 | +0.3% | 0.06% | -16.4% |
| Q4 2022 | $1,437,632 | -8.4% | 34,550 | -14.6% | 0.07% | -19.8% |
| Q3 2022 | $1,570,000 | -4.4% | 40,447 | +0.4% | 0.09% | -3.2% |
| Q2 2022 | $1,642,000 | -20.9% | 40,290 | -4.9% | 0.09% | -8.7% |
| Q1 2022 | $2,077,000 | -8.3% | 42,365 | -3.4% | 0.10% | -4.6% |
| Q4 2021 | $2,266,000 | +8.0% | 43,836 | -1.5% | 0.11% | -7.7% |
| Q3 2021 | $2,099,000 | +6.7% | 44,518 | +6.6% | 0.12% | -2.5% |
| Q2 2021 | $1,967,000 | – | 41,749 | – | 0.12% | – |
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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% |