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 | $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 | 2,137,601 | $104,785,000 | 38.70% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,562,132 | $76,576,000 | 32.87% |
| Wealthstream Advisors, Inc. | 727,880 | $35,681,000 | 31.20% |
| Colony Family Offices, LLC | 992,334 | $48,644,000 | 23.34% |
| Equius Partners, Inc. | 1,088,073 | $53,337,000 | 22.99% |
| Index Fund Advisors, Inc. | 6,118,988 | $299,953,000 | 20.45% |
| Disciplined Equity Management, Inc. | 412,515 | $20,221,000 | 20.26% |
| Relaxing Retirement Coach | 794,602 | $38,951,000 | 19.98% |
| Heritage Investment Group, Inc. | 527,018 | $25,834,000 | 18.69% |
| DIXON FNANCIAL SERVICES, INC. | 499,369 | $24,479,000 | 18.63% |