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 | $9,911,661 | -11.3% | 212,925 | -8.3% | 2.02% | -25.2% |
| Q2 2023 | $11,177,954 | +7.1% | 232,100 | -1.2% | 2.70% | -8.2% |
| Q1 2023 | $10,440,063 | +10.5% | 234,978 | +3.5% | 2.94% | -8.6% |
| Q4 2022 | $9,445,378 | -3.7% | 226,998 | -0.3% | 3.21% | -3.0% |
| Q3 2022 | $9,813,000 | -2.9% | 227,782 | -8.2% | 3.31% | -33.1% |
| Q2 2022 | $10,108,000 | -40.9% | 248,043 | -28.9% | 4.96% | -53.0% |
| Q1 2022 | $17,111,000 | -17.4% | 349,060 | -12.9% | 10.54% | -33.1% |
| Q4 2021 | $20,716,000 | -0.5% | 400,693 | -0.9% | 15.75% | +1.0% |
| Q3 2021 | $20,823,000 | – | 404,178 | – | 15.59% | – |
Download | ||||||
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% |