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 | $17,182,737 | +52.5% | 369,121 | +57.8% | 0.02% | +25.0% |
Q2 2023 | $11,267,832 | +26.7% | 233,966 | +16.9% | 0.02% | +17.6% |
Q1 2023 | $8,894,928 | +10.0% | 200,195 | +3.0% | 0.02% | +6.2% |
Q4 2022 | $8,089,346 | +33.6% | 194,406 | +24.7% | 0.02% | +14.3% |
Q3 2022 | $6,053,000 | -0.6% | 155,930 | +4.3% | 0.01% | +7.7% |
Q2 2022 | $6,092,000 | +42.3% | 149,514 | +71.2% | 0.01% | +62.5% |
Q1 2022 | $4,281,000 | -46.7% | 87,342 | -43.8% | 0.01% | -46.7% |
Q4 2021 | $8,033,000 | +2.7% | 155,376 | -6.3% | 0.02% | -6.2% |
Q3 2021 | $7,820,000 | -4.1% | 165,819 | -4.1% | 0.02% | -11.1% |
Q2 2021 | $8,152,000 | – | 172,985 | – | 0.02% | – |
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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% |