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 | $959,768 | -3.3% | 20,618 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $992,963 | +8.6% | 20,618 | +0.2% | 0.02% | -47.4% |
| Q1 2023 | $914,325 | +19.3% | 20,579 | +11.7% | 0.04% | +31.0% |
| Q4 2022 | $766,581 | +7.2% | 18,423 | 0.0% | 0.03% | -29.3% |
| Q3 2022 | $715,000 | -8.2% | 18,423 | -3.6% | 0.04% | -12.8% |
| Q2 2022 | $779,000 | -29.7% | 19,109 | -10.8% | 0.05% | -24.2% |
| Q1 2022 | $1,108,000 | 0.0% | 21,426 | 0.0% | 0.06% | +5.1% |
| Q4 2021 | $1,108,000 | +6.2% | 21,426 | -3.1% | 0.06% | -9.2% |
| Q3 2021 | $1,043,000 | +0.1% | 22,110 | 0.0% | 0.06% | +8.3% |
| Q2 2021 | $1,042,000 | – | 22,110 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 692,003 | $26,864,000 | 28.86% |
| ML & R WEALTH MANAGEMENT LLC | 2,160,512 | $83,871,000 | 28.36% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,528,453 | $59,335,000 | 27.46% |
| Relaxing Retirement Coach | 1,125,869 | $43,703,000 | 20.65% |
| Index Fund Advisors, Inc. | 6,058,815 | $235,203,000 | 18.21% |
| Colony Family Offices, LLC | 1,027,424 | $39,885,000 | 17.27% |
| Disciplined Equity Management, Inc. | 444,709 | $17,264,000 | 17.03% |
| DIXON FNANCIAL SERVICES, INC. | 496,932 | $19,291,000 | 15.17% |
| Equius Partners, Inc. | 1,068,467 | $41,478,000 | 14.90% |
| Plancorp, LLC | 5,709,515 | $221,643,000 | 14.78% |