DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
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 ↓ |
---|---|---|---|
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% |