DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,131 | +20.4% | 7,629 | +24.5% | 0.08% | +19.7% |
| Q2 2023 | $295,053 | +12.0% | 6,127 | +1.8% | 0.07% | +1.4% |
| Q1 2023 | $263,423 | +5.6% | 6,016 | +0.4% | 0.07% | +6.1% |
| Q4 2022 | $249,383 | +8.4% | 5,993 | +1.2% | 0.07% | -2.9% |
| Q3 2022 | $230,000 | +8.0% | 5,920 | +23.6% | 0.07% | +25.9% |
| Q2 2022 | $213,000 | +1.4% | 4,791 | +12.1% | 0.05% | +8.0% |
| Q1 2022 | $210,000 | -4.1% | 4,274 | +0.8% | 0.05% | -20.6% |
| Q4 2021 | $219,000 | – | 4,241 | – | 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% |