DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,735 | -3.1% | 9,833 | +0.2% | 0.05% | 0.0% |
| Q2 2023 | $472,504 | +8.6% | 9,811 | +0.2% | 0.05% | -15.6% |
| Q1 2023 | $434,945 | +7.0% | 9,789 | +0.2% | 0.06% | 0.0% |
| Q4 2022 | $406,515 | -0.6% | 9,770 | -7.3% | 0.06% | -32.6% |
| Q3 2022 | $409,000 | -17.9% | 10,540 | -13.8% | 0.10% | -26.9% |
| Q2 2022 | $498,000 | -16.6% | 12,232 | +0.4% | 0.13% | +0.8% |
| Q1 2022 | $597,000 | -5.1% | 12,188 | +0.2% | 0.13% | -4.4% |
| Q4 2021 | $629,000 | +10.2% | 12,160 | +0.4% | 0.14% | +18.4% |
| Q3 2021 | $571,000 | – | 12,112 | – | 0.11% | – |
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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% |