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 | $2,572,192 | -3.9% | 55,256 | -0.6% | 1.04% | +5.8% |
| Q2 2023 | $2,676,281 | +8.6% | 55,571 | +0.2% | 0.98% | +2.1% |
| Q1 2023 | $2,464,273 | +6.8% | 55,464 | +0.0% | 0.96% | +2.8% |
| Q4 2022 | $2,307,054 | +7.3% | 55,445 | +0.1% | 0.94% | +0.9% |
| Q3 2022 | $2,151,000 | -4.7% | 55,406 | +0.1% | 0.93% | +0.5% |
| Q2 2022 | $2,256,000 | -20.1% | 55,367 | +1.4% | 0.92% | -5.3% |
| Q4 2021 | $2,824,000 | +9.0% | 54,618 | -0.6% | 0.98% | +0.3% |
| Q3 2021 | $2,592,000 | -0.3% | 54,955 | -0.4% | 0.97% | -4.3% |
| Q2 2021 | $2,599,000 | – | 55,162 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ML & R WEALTH MANAGEMENT LLC | 2,137,601 | $104,785,000 | 38.70% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,562,132 | $76,576,000 | 32.87% |
| Wealthstream Advisors, Inc. | 727,880 | $35,681,000 | 31.20% |
| Colony Family Offices, LLC | 992,334 | $48,644,000 | 23.34% |
| Equius Partners, Inc. | 1,088,073 | $53,337,000 | 22.99% |
| Index Fund Advisors, Inc. | 6,118,988 | $299,953,000 | 20.45% |
| Disciplined Equity Management, Inc. | 412,515 | $20,221,000 | 20.26% |
| Relaxing Retirement Coach | 794,602 | $38,951,000 | 19.98% |
| Heritage Investment Group, Inc. | 527,018 | $25,834,000 | 18.69% |
| DIXON FNANCIAL SERVICES, INC. | 499,369 | $24,479,000 | 18.63% |