DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,189,462 | +94.0% | 25,552 | +100.7% | 0.24% | +61.6% |
Q2 2023 | $613,215 | +8.8% | 12,733 | +0.3% | 0.15% | +2.8% |
Q1 2023 | $563,816 | +7.1% | 12,690 | +0.3% | 0.14% | +6.8% |
Q4 2022 | $526,394 | +7.6% | 12,651 | +0.5% | 0.13% | +2.3% |
Q3 2022 | $489,000 | -4.3% | 12,592 | +0.4% | 0.13% | -1.5% |
Q2 2022 | $511,000 | -16.6% | 12,543 | +0.4% | 0.13% | -6.4% |
Q1 2022 | $613,000 | -5.1% | 12,497 | 0.0% | 0.14% | -9.0% |
Q4 2021 | $646,000 | +111.8% | 12,497 | +93.5% | 0.16% | +86.7% |
Q3 2021 | $305,000 | -50.2% | 6,457 | -50.2% | 0.08% | -48.4% |
Q2 2021 | $612,000 | – | 12,977 | – | 0.16% | – |
Download |
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% |