DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,772,750 | -6.0% | 231,423 | -2.7% | 3.88% | -5.2% |
| Q2 2023 | $11,457,938 | -0.2% | 237,914 | -7.9% | 4.10% | -4.0% |
| Q1 2023 | $11,480,098 | +6.2% | 258,386 | -0.6% | 4.27% | -2.5% |
| Q4 2022 | $10,814,345 | +8.9% | 259,898 | +1.6% | 4.38% | +1.1% |
| Q3 2022 | $9,929,000 | -5.0% | 255,774 | -0.3% | 4.33% | -3.4% |
| Q2 2022 | $10,453,000 | +7.7% | 256,503 | +36.6% | 4.48% | +9.2% |
| Q4 2021 | $9,708,000 | +7.6% | 187,768 | -1.9% | 4.10% | -4.6% |
| Q3 2021 | $9,026,000 | -2.3% | 191,400 | -2.4% | 4.30% | -14.5% |
| Q2 2021 | $9,240,000 | – | 196,066 | – | 5.03% | – |
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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% |