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 | $24,056,016 | +57.2% | 516,778 | +62.6% | 0.24% | +54.9% |
| Q2 2023 | $15,303,322 | +14.4% | 317,760 | +5.5% | 0.15% | +5.5% |
| Q1 2023 | $13,379,960 | -52.8% | 301,147 | -55.8% | 0.14% | -42.5% |
| Q4 2022 | $28,362,791 | -99.9% | 681,634 | -37.7% | 0.25% | +11.0% |
| Q3 2022 | $21,271,250,000 | +73766.2% | 1,094,772 | +54.9% | 0.23% | -23.3% |
| Q2 2022 | $28,797,000 | +94.8% | 706,680 | +134.3% | 0.30% | +92.2% |
| Q1 2022 | $14,784,000 | +3.2% | 301,583 | +8.9% | 0.15% | +6.2% |
| Q4 2021 | $14,321,000 | -30.4% | 276,998 | -36.5% | 0.14% | -29.6% |
| Q3 2021 | $20,571,000 | +40.3% | 436,194 | +40.2% | 0.21% | +24.1% |
| Q2 2021 | $14,660,000 | – | 311,089 | – | 0.17% | – |
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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% |