DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
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 | 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% |