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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,503 | +11.0% | 317,386 | -0.6% | 0.89% | +10.5% |
| Q3 2023 | $14,866 | -3.5% | 319,351 | -0.2% | 0.81% | -1.3% |
| Q2 2023 | $15,412 | +8.4% | 320,023 | -0.0% | 0.82% | +4.2% |
| Q1 2023 | $14,223 | +6.9% | 320,119 | +0.1% | 0.78% | -0.5% |
| Q4 2022 | $13,310 | -99.9% | 319,867 | +2.0% | 0.79% | -3.9% |
| Q3 2022 | $12,173,000 | +7.1% | 313,567 | +12.4% | 0.82% | +7.3% |
| Q2 2022 | $11,365,000 | -12.5% | 278,887 | +5.3% | 0.76% | -6.5% |
| Q1 2022 | $12,986,000 | +6.0% | 264,918 | +11.8% | 0.82% | +4.9% |
| Q4 2021 | $12,251,000 | +8.8% | 236,960 | +0.0% | 0.78% | +5.1% |
| Q3 2021 | $11,263,000 | +0.9% | 236,959 | 0.0% | 0.74% | -0.3% |
| Q2 2021 | $11,167,000 | – | 236,959 | – | 0.74% | – |
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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% |