DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 261 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,257,769 | +0.6% | 435,183 | +4.1% | 0.18% | +3.6% |
| Q2 2023 | $20,142,053 | +10.2% | 418,232 | +1.6% | 0.17% | +5.6% |
| Q1 2023 | $18,282,190 | +4.8% | 411,483 | -1.9% | 0.16% | -1.2% |
| Q4 2022 | $17,449,653 | +5.8% | 419,362 | -1.3% | 0.16% | -50.8% |
| Q3 2022 | $16,491,000 | -20.2% | 424,814 | -16.3% | 0.33% | 0.0% |
| Q2 2022 | $20,673,000 | +11.8% | 507,312 | +34.5% | 0.33% | +23.7% |
| Q1 2022 | $18,487,000 | -7.3% | 377,140 | -2.2% | 0.27% | -7.0% |
| Q4 2021 | $19,946,000 | +11.2% | 385,811 | +1.4% | 0.29% | +0.4% |
| Q3 2021 | $17,941,000 | -9.7% | 380,424 | -9.8% | 0.28% | -10.7% |
| Q2 2021 | $19,874,000 | – | 421,737 | – | 0.32% | – |
Download | ||||||
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% |