DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,370,060 | -3.3% | 29,432 | 0.0% | 0.88% | -3.7% |
| Q2 2023 | $1,417,445 | -30.6% | 29,432 | -36.0% | 0.91% | -30.9% |
| Q1 2023 | $2,041,958 | +10.8% | 45,959 | +3.8% | 1.32% | +3.6% |
| Q4 2022 | $1,842,907 | +14.2% | 44,290 | +6.5% | 1.28% | 0.0% |
| Q3 2022 | $1,614,000 | -4.8% | 41,579 | -0.1% | 1.28% | +0.9% |
| Q2 2022 | $1,695,000 | +37.7% | 41,600 | +65.7% | 1.26% | +15.2% |
| Q1 2022 | $1,231,000 | -6.1% | 25,106 | -1.0% | 1.10% | -5.2% |
| Q4 2021 | $1,311,000 | +9.2% | 25,349 | -0.3% | 1.16% | -16.5% |
| Q3 2021 | $1,200,000 | – | 25,435 | – | 1.38% | – |
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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% |