DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. 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 | 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% |