DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,979,480 | -3.3% | 64,006 | 0.0% | 0.54% | -0.6% |
| Q2 2023 | $3,082,529 | +8.4% | 64,006 | 0.0% | 0.54% | +8.6% |
| Q1 2023 | $2,843,787 | +3.7% | 64,006 | -2.9% | 0.50% | -3.5% |
| Q4 2022 | $2,742,349 | +6.8% | 65,906 | -0.4% | 0.52% | -8.8% |
| Q3 2022 | $2,568,000 | -4.7% | 66,153 | 0.0% | 0.57% | -1.7% |
| Q2 2022 | $2,696,000 | -16.9% | 66,153 | 0.0% | 0.58% | -4.9% |
| Q1 2022 | $3,243,000 | -5.2% | 66,153 | 0.0% | 0.61% | +8.0% |
| Q4 2021 | $3,420,000 | +9.6% | 66,153 | 0.0% | 0.56% | +1.4% |
| Q3 2021 | $3,120,000 | +0.1% | 66,153 | 0.0% | 0.56% | 0.0% |
| Q2 2021 | $3,117,000 | – | 66,153 | – | 0.56% | – |
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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% |