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 | $5,561,975 | -4.5% | 119,483 | -1.2% | 1.81% | +7.2% |
| Q2 2023 | $5,826,591 | +3.5% | 120,984 | -4.5% | 1.68% | +12.9% |
| Q1 2023 | $5,627,874 | +1.8% | 126,668 | -4.6% | 1.49% | +0.3% |
| Q4 2022 | $5,527,115 | +6.0% | 132,831 | -1.1% | 1.49% | -3.9% |
| Q3 2022 | $5,215,000 | -3.9% | 134,335 | +0.9% | 1.55% | +2.1% |
| Q2 2022 | $5,426,000 | -16.3% | 133,152 | +0.7% | 1.52% | -5.1% |
| Q1 2022 | $6,484,000 | -4.7% | 132,271 | +0.5% | 1.60% | +0.5% |
| Q4 2021 | $6,802,000 | +9.0% | 131,576 | -0.6% | 1.59% | +6.1% |
| Q3 2021 | $6,241,000 | -5.7% | 132,340 | -5.8% | 1.50% | -5.2% |
| Q2 2021 | $6,618,000 | – | 140,437 | – | 1.58% | – |
Download | ||||||
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% |