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 | $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 ↓ |
|---|---|---|---|
| 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% |