DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,403,583 | +7.5% | 30,152 | +11.2% | 0.93% | +4.8% |
| Q2 2023 | $1,306,123 | +19.4% | 27,120 | +10.1% | 0.89% | +10.4% |
| Q1 2023 | $1,094,287 | +14.6% | 24,629 | +7.4% | 0.81% | +10.2% |
| Q4 2022 | $955,000 | +41.5% | 22,940 | +32.0% | 0.73% | +32.4% |
| Q3 2022 | $675,000 | +32.4% | 17,379 | +38.8% | 0.55% | +37.2% |
| Q2 2022 | $510,000 | +67.2% | 12,524 | +112.1% | 0.40% | +108.8% |
| Q4 2021 | $305,000 | +10.1% | 5,904 | +0.4% | 0.19% | -0.5% |
| Q3 2021 | $277,000 | +0.4% | 5,881 | +0.3% | 0.19% | +1.6% |
| Q2 2021 | $276,000 | – | 5,865 | – | 0.19% | – |
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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% |