DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,436,509 | -3.0% | 30,859 | +0.3% | 0.31% | -1.3% |
Q2 2023 | $1,481,110 | +8.8% | 30,754 | +0.3% | 0.32% | +7.5% |
Q1 2023 | $1,361,785 | +7.1% | 30,650 | +0.3% | 0.29% | +0.3% |
Q4 2022 | $1,271,413 | +2.2% | 30,555 | -4.7% | 0.29% | -7.6% |
Q3 2022 | $1,244,000 | -4.4% | 32,051 | +0.4% | 0.32% | +5.0% |
Q2 2022 | $1,301,000 | -16.5% | 31,924 | +0.4% | 0.30% | -10.4% |
Q1 2022 | $1,559,000 | -5.0% | 31,808 | +0.2% | 0.34% | -1.2% |
Q4 2021 | $1,641,000 | +10.1% | 31,736 | +0.4% | 0.34% | +0.3% |
Q3 2021 | $1,491,000 | +0.3% | 31,610 | +0.3% | 0.34% | -5.3% |
Q2 2021 | $1,486,000 | – | 31,524 | – | 0.36% | – |
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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% |