DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,692 | -6.9% | 16,191 | -3.7% | 0.19% | -3.1% |
| Q2 2023 | $809,618 | +8.4% | 16,811 | 0.0% | 0.19% | +2.1% |
| Q1 2023 | $746,913 | +4.9% | 16,811 | -1.8% | 0.19% | +1.1% |
| Q4 2022 | $711,989 | +6.7% | 17,111 | -0.5% | 0.19% | -0.5% |
| Q3 2022 | $667,000 | -4.9% | 17,192 | 0.0% | 0.19% | -1.6% |
| Q2 2022 | $701,000 | -16.8% | 17,192 | 0.0% | 0.19% | -8.2% |
| Q1 2022 | $843,000 | -5.2% | 17,192 | 0.0% | 0.21% | -2.4% |
| Q4 2021 | $889,000 | +8.3% | 17,192 | -1.2% | 0.21% | +1.0% |
| Q3 2021 | $821,000 | -0.4% | 17,401 | -0.5% | 0.21% | -4.1% |
| Q2 2021 | $824,000 | – | 17,489 | – | 0.22% | – |
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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% |