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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,265 | -3.8% | 9,329 | -0.5% | 0.04% | -4.4% |
| Q2 2023 | $451,596 | +6.4% | 9,377 | -1.8% | 0.04% | -10.0% |
| Q1 2023 | $424,262 | +6.8% | 9,549 | 0.0% | 0.05% | +6.4% |
| Q4 2022 | $397,334 | +7.1% | 9,549 | -0.1% | 0.05% | -2.1% |
| Q3 2022 | $371,000 | -10.4% | 9,554 | -5.9% | 0.05% | -4.0% |
| Q2 2022 | $414,000 | -22.8% | 10,148 | -7.3% | 0.05% | -13.8% |
| Q1 2022 | $536,000 | -5.0% | 10,943 | +0.3% | 0.06% | -13.4% |
| Q4 2021 | $564,000 | +0.9% | 10,913 | -7.9% | 0.07% | -5.6% |
| Q3 2021 | $559,000 | -26.1% | 11,843 | -26.2% | 0.07% | -25.3% |
| Q2 2021 | $756,000 | – | 16,041 | – | 0.10% | – |
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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% |