DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,068 | -7.2% | 4,942 | -3.9% | 0.05% | -4.2% |
| Q2 2023 | $247,795 | +8.8% | 5,145 | +0.3% | 0.05% | +2.1% |
| Q1 2023 | $227,832 | -3.2% | 5,128 | -9.4% | 0.05% | -13.0% |
| Q4 2022 | $235,390 | +3.2% | 5,657 | -3.7% | 0.05% | 0.0% |
| Q3 2022 | $228,000 | -62.9% | 5,877 | -57.0% | 0.05% | -58.1% |
| Q2 2022 | $614,000 | -41.0% | 13,678 | -35.5% | 0.13% | -40.3% |
| Q1 2022 | $1,040,000 | +0.6% | 21,218 | +0.2% | 0.22% | 0.0% |
| Q4 2021 | $1,034,000 | -6.6% | 21,176 | -9.8% | 0.22% | -13.9% |
| Q3 2021 | $1,107,000 | -9.1% | 23,472 | -9.2% | 0.25% | -10.0% |
| Q2 2021 | $1,218,000 | – | 25,855 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 692,003 | $26,864,000 | 28.86% |
| ML & R WEALTH MANAGEMENT LLC | 2,160,512 | $83,871,000 | 28.36% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,528,453 | $59,335,000 | 27.46% |
| Relaxing Retirement Coach | 1,125,869 | $43,703,000 | 20.65% |
| Index Fund Advisors, Inc. | 6,058,815 | $235,203,000 | 18.21% |
| Colony Family Offices, LLC | 1,027,424 | $39,885,000 | 17.27% |
| Disciplined Equity Management, Inc. | 444,709 | $17,264,000 | 17.03% |
| DIXON FNANCIAL SERVICES, INC. | 496,932 | $19,291,000 | 15.17% |
| Equius Partners, Inc. | 1,068,467 | $41,478,000 | 14.90% |
| Plancorp, LLC | 5,709,515 | $221,643,000 | 14.78% |