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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $64,181,802 | +12.3% | 1,332,675 | +3.6% | 19.32% | +1.5% |
| Q1 2023 | $57,142,094 | +12.6% | 1,286,118 | +5.4% | 19.04% | +1.3% |
| Q4 2022 | $50,751,278 | +16.1% | 1,219,692 | +8.3% | 18.80% | -9.0% |
| Q3 2022 | $43,703,000 | +7.7% | 1,125,869 | +13.0% | 20.65% | +0.9% |
| Q2 2022 | $40,596,000 | +4.2% | 996,224 | +25.4% | 20.47% | +2.5% |
| Q1 2022 | $38,951,000 | +19.0% | 794,602 | +25.5% | 19.98% | +6.2% |
| Q4 2021 | $32,737,000 | +114.2% | 633,192 | +95.4% | 18.82% | +50.2% |
| Q3 2021 | $15,282,000 | +27.6% | 324,041 | +27.4% | 12.53% | +23.0% |
| Q2 2021 | $11,981,000 | – | 254,253 | – | 10.19% | – |
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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% |