DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,461 | -38.7% | 117,328 | -36.5% | 2.60% | -28.0% |
| Q2 2023 | $8,902 | +5.1% | 184,844 | -3.1% | 3.61% | +5.6% |
| Q1 2023 | $8,472 | +6.6% | 190,690 | -0.1% | 3.42% | +0.2% |
| Q4 2022 | $7,945 | -99.9% | 190,953 | -0.1% | 3.41% | +5.3% |
| Q3 2022 | $7,418,000 | -5.6% | 191,091 | -0.8% | 3.24% | +3.9% |
| Q2 2022 | $7,854,000 | -23.2% | 192,728 | -7.6% | 3.12% | -9.3% |
| Q1 2022 | $10,229,000 | -3.6% | 208,661 | -7.2% | 3.44% | -12.0% |
| Q3 2021 | $10,607,000 | – | 224,921 | – | 3.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 692,003 | $26,864,000 | 28.86% |
| ML & R WEALTH MANAGEMENT LLC | 2,160,512 | $83,871,000 | 28.36% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,528,453 | $59,335,000 | 27.46% |
| Relaxing Retirement Coach | 1,125,869 | $43,703,000 | 20.65% |
| Index Fund Advisors, Inc. | 6,058,815 | $235,203,000 | 18.21% |
| Colony Family Offices, LLC | 1,027,424 | $39,885,000 | 17.27% |
| Disciplined Equity Management, Inc. | 444,709 | $17,264,000 | 17.03% |
| DIXON FNANCIAL SERVICES, INC. | 496,932 | $19,291,000 | 15.17% |
| Equius Partners, Inc. | 1,068,467 | $41,478,000 | 14.90% |
| Plancorp, LLC | 5,709,515 | $221,643,000 | 14.78% |