DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $35,351,591 | +7.3% | 694,667 | -0.3% | 13.26% | -1.8% |
Q3 2023 | $32,946,523 | -3.0% | 696,986 | -1.2% | 13.50% | +1.4% |
Q2 2023 | $33,958,983 | +8.2% | 705,128 | -0.2% | 13.31% | +3.0% |
Q1 2023 | $31,395,149 | -5.9% | 706,621 | -11.9% | 12.92% | +13.7% |
Q4 2022 | $33,371,030 | +4.9% | 801,995 | -0.4% | 11.37% | -7.4% |
Q3 2022 | $31,824,000 | -4.1% | 805,265 | +0.4% | 12.27% | -7.3% |
Q2 2022 | $33,198,000 | -19.9% | 802,082 | -1.1% | 13.24% | -17.4% |
Q4 2021 | $41,458,000 | +2.4% | 810,842 | +0.2% | 16.03% | +3.1% |
Q3 2021 | $40,504,000 | +5.6% | 809,591 | -0.3% | 15.55% | -9.1% |
Q2 2021 | $38,362,000 | – | 812,393 | – | 17.11% | – |
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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% |