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 | $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 | 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% |