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 | $11,690,958 | -3.4% | 251,148 | -0.1% | 0.44% | -0.4% |
Q2 2023 | $12,102,398 | +8.2% | 251,296 | -0.2% | 0.45% | +2.5% |
Q1 2023 | $11,190,233 | +129792.4% | 251,862 | +21.6% | 0.44% | -10.1% |
Q4 2022 | $8,615 | -99.9% | 207,050 | +4.3% | 0.48% | +3.6% |
Q3 2022 | $7,706,000 | -24.7% | 198,499 | -21.0% | 0.47% | +10.9% |
Q2 2022 | $10,236,000 | – | 251,195 | – | 0.42% | – |
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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% |