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 | $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 ↓ |
|---|---|---|---|
| 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% |