DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,393,092 | -12.8% | 29,927 | -9.7% | 1.22% | -7.1% |
| Q2 2023 | $1,596,777 | +8.0% | 33,156 | -0.4% | 1.32% | -1.7% |
| Q1 2023 | $1,478,571 | +34.6% | 33,279 | +26.0% | 1.34% | +22.8% |
| Q4 2022 | $1,098,572 | -18.7% | 26,402 | -24.2% | 1.09% | -23.4% |
| Q3 2022 | $1,352,000 | +1.0% | 34,821 | +6.0% | 1.43% | +11.7% |
| Q2 2022 | $1,338,000 | -3.0% | 32,842 | +16.7% | 1.28% | +14.4% |
| Q1 2022 | $1,380,000 | -0.4% | 28,144 | +5.1% | 1.12% | +26.1% |
| Q4 2021 | $1,385,000 | +17.4% | 26,788 | +7.1% | 0.89% | +14.5% |
| Q3 2021 | $1,180,000 | – | 25,022 | – | 0.77% | – |
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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% |