DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,303,633 | -3.3% | 28,005 | 0.0% | 0.08% | -33.1% |
Q2 2023 | $1,348,721 | +8.4% | 28,005 | 0.0% | 0.13% | -2.3% |
Q1 2023 | $1,244,262 | +32.4% | 28,005 | +24.0% | 0.13% | +27.5% |
Q4 2022 | $939,928 | +7.2% | 22,589 | 0.0% | 0.10% | -67.2% |
Q3 2022 | $877,000 | -9.8% | 22,589 | -5.3% | 0.31% | -2.8% |
Q2 2022 | $972,000 | +12.8% | 23,859 | +35.6% | 0.32% | +32.8% |
Q1 2022 | $862,000 | -5.3% | 17,593 | 0.0% | 0.24% | -30.1% |
Q4 2021 | $910,000 | -12.5% | 17,593 | -20.3% | 0.34% | -26.9% |
Q3 2021 | $1,040,000 | 0.0% | 22,062 | 0.0% | 0.47% | +0.2% |
Q2 2021 | $1,040,000 | – | 22,062 | – | 0.47% | – |
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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% |