DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,273,080 | -3.3% | 27,349 | +0.1% | 0.21% | -0.9% |
| Q2 2023 | $1,315,861 | +8.5% | 27,322 | +0.2% | 0.21% | -1.4% |
| Q1 2023 | $1,212,806 | +6.9% | 27,273 | 0.0% | 0.21% | -0.5% |
| Q4 2022 | $1,134,838 | +7.4% | 27,273 | +0.1% | 0.22% | -4.9% |
| Q3 2022 | $1,057,000 | -4.7% | 27,238 | +0.1% | 0.23% | -13.1% |
| Q2 2022 | $1,109,000 | -16.7% | 27,209 | +0.1% | 0.26% | -6.5% |
| Q1 2022 | $1,332,000 | -5.1% | 27,181 | +0.1% | 0.28% | -1.4% |
| Q4 2021 | $1,404,000 | +9.3% | 27,164 | -0.3% | 0.28% | -1.4% |
| Q3 2021 | $1,284,000 | +0.2% | 27,234 | +0.1% | 0.29% | -0.7% |
| Q2 2021 | $1,282,000 | – | 27,214 | – | 0.29% | – |
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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% |