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% | – |
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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% |