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 | $1,892,145 | -3.3% | 40,648 | 0.0% | 0.55% | -2.2% |
| Q2 2023 | $1,957,588 | +6.8% | 40,648 | -1.4% | 0.56% | +0.4% |
| Q1 2023 | $1,832,231 | -1.8% | 41,239 | -8.0% | 0.56% | -8.1% |
| Q4 2022 | $1,865,400 | +12.4% | 44,831 | +4.9% | 0.60% | -0.7% |
| Q3 2022 | $1,659,000 | -3.2% | 42,728 | +1.7% | 0.61% | -2.1% |
| Q2 2022 | $1,713,000 | +4.6% | 42,033 | +25.8% | 0.62% | +16.7% |
| Q1 2022 | $1,638,000 | -5.3% | 33,409 | -0.2% | 0.53% | -0.9% |
| Q4 2021 | $1,730,000 | +8.2% | 33,471 | -1.3% | 0.54% | +1.3% |
| Q3 2021 | $1,599,000 | +0.3% | 33,905 | +0.2% | 0.53% | -0.7% |
| Q2 2021 | $1,595,000 | – | 33,837 | – | 0.54% | – |
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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% |