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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $33,870,783 | +7.6% | 666,879 | -1.4% | 1.89% | -15.2% |
| Q3 2023 | $31,487,467 | -5.3% | 676,422 | -2.0% | 2.22% | -6.0% |
| Q2 2023 | $33,253,151 | +86.6% | 690,472 | +61.2% | 2.37% | +45.8% |
| Q4 2022 | $17,818,238 | +10.0% | 428,220 | +2.6% | 1.62% | -13.8% |
| Q3 2022 | $16,201,000 | -4.8% | 417,346 | -0.1% | 1.88% | -7.2% |
| Q2 2022 | $17,020,000 | -24.0% | 417,666 | -3.6% | 2.03% | -28.9% |
| Q4 2021 | $22,402,000 | -45.6% | 433,311 | -50.2% | 2.86% | -15.6% |
| Q3 2021 | $41,185,000 | +102.3% | 869,890 | +101.3% | 3.39% | +72.6% |
| Q2 2021 | $20,362,000 | – | 432,078 | – | 1.96% | – |
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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% |