DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
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% | – |
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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% |