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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,621,743 | -3.3% | 56,321 | 0.0% | 0.43% | -1.4% |
| Q2 2023 | $2,712,419 | -12.4% | 56,321 | -19.2% | 0.44% | -15.0% |
| Q1 2023 | $3,097,526 | +7.5% | 69,717 | +0.7% | 0.52% | +0.6% |
| Q4 2022 | $2,881,700 | +28.1% | 69,255 | +19.5% | 0.51% | +23.1% |
| Q3 2022 | $2,250,000 | -4.7% | 57,958 | 0.0% | 0.42% | -1.9% |
| Q2 2022 | $2,362,000 | -19.9% | 57,958 | -3.7% | 0.42% | -21.0% |
| Q1 2022 | $2,950,000 | -14.0% | 60,182 | -9.3% | 0.54% | -19.9% |
| Q4 2021 | $3,430,000 | +9.6% | 66,347 | 0.0% | 0.67% | -3.2% |
| Q3 2021 | $3,129,000 | -2.0% | 66,347 | -2.1% | 0.69% | -6.9% |
| Q2 2021 | $3,194,000 | – | 67,786 | – | 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% |