DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,306,143 | +6.8% | 307,331 | +10.5% | 0.18% | -18.7% |
| Q2 2023 | $13,400,427 | -2.7% | 278,247 | -10.2% | 0.22% | -6.8% |
| Q1 2023 | $13,771,444 | -0.6% | 309,959 | -6.9% | 0.24% | -12.6% |
| Q4 2022 | $13,852,255 | +9.4% | 332,907 | +2.1% | 0.27% | -4.9% |
| Q3 2022 | $12,666,000 | -7.2% | 326,201 | -2.6% | 0.28% | -1.7% |
| Q2 2022 | $13,649,000 | -23.6% | 335,038 | -8.0% | 0.29% | +17.6% |
| Q1 2022 | $17,860,000 | +64.7% | 364,342 | +73.7% | 0.24% | -13.4% |
| Q4 2021 | $10,846,000 | +7.5% | 209,793 | -1.9% | 0.28% | +13.7% |
| Q3 2021 | $10,089,000 | +478.2% | 213,937 | +477.7% | 0.25% | +301.6% |
| Q2 2021 | $1,745,000 | – | 37,035 | – | 0.06% | – |
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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% |