DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,565,745 | -2.8% | 6,005,709 | +0.6% | 18.57% | -1.3% |
| Q2 2023 | $287,555,458 | +8.1% | 5,970,836 | -0.2% | 18.81% | +3.5% |
| Q1 2023 | $265,941,489 | +106387.3% | 5,985,629 | -0.3% | 18.17% | +3.5% |
| Q4 2022 | $249,740 | -99.9% | 6,001,925 | -0.9% | 17.56% | -3.6% |
| Q3 2022 | $235,203,000 | -2.0% | 6,058,815 | +2.9% | 18.21% | +0.2% |
| Q2 2022 | $239,972,000 | -20.0% | 5,888,877 | -3.8% | 18.17% | -11.1% |
| Q1 2022 | $299,953,000 | -5.9% | 6,118,988 | -0.7% | 20.45% | -9.7% |
| Q4 2021 | $318,596,000 | – | 6,162,397 | – | 22.66% | – |
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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% |