DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is 56.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,633,276 | -3.2% | 56,569 | +0.1% | 0.20% | +4.3% |
| Q2 2023 | $2,720,403 | +8.1% | 56,487 | -0.3% | 0.19% | 0.0% |
| Q1 2023 | $2,517,326 | +7.0% | 56,658 | +0.2% | 0.19% | -2.1% |
| Q4 2022 | $2,353,368 | +7.5% | 56,558 | +0.3% | 0.19% | -9.9% |
| Q3 2022 | $2,190,000 | -5.2% | 56,408 | -0.5% | 0.21% | -1.9% |
| Q2 2022 | $2,310,000 | -16.7% | 56,694 | +0.2% | 0.22% | +1.9% |
| Q1 2022 | $2,773,000 | -13.7% | 56,577 | -9.0% | 0.21% | -10.9% |
| Q4 2021 | $3,215,000 | +7.8% | 62,183 | -1.7% | 0.24% | +0.8% |
| Q3 2021 | $2,983,000 | -0.2% | 63,247 | +0.1% | 0.24% | -2.9% |
| Q2 2021 | $2,989,000 | – | 63,159 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ML & R WEALTH MANAGEMENT LLC | 2,137,601 | $104,785,000 | 38.70% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,562,132 | $76,576,000 | 32.87% |
| Wealthstream Advisors, Inc. | 727,880 | $35,681,000 | 31.20% |
| Colony Family Offices, LLC | 992,334 | $48,644,000 | 23.34% |
| Equius Partners, Inc. | 1,088,073 | $53,337,000 | 22.99% |
| Index Fund Advisors, Inc. | 6,118,988 | $299,953,000 | 20.45% |
| Disciplined Equity Management, Inc. | 412,515 | $20,221,000 | 20.26% |
| Relaxing Retirement Coach | 794,602 | $38,951,000 | 19.98% |
| Heritage Investment Group, Inc. | 527,018 | $25,834,000 | 18.69% |
| DIXON FNANCIAL SERVICES, INC. | 499,369 | $24,479,000 | 18.63% |