DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,978,515 | -2.0% | 42,503 | +1.4% | 1.22% | +0.3% |
| Q2 2023 | $2,018,675 | +12.7% | 41,916 | +4.0% | 1.21% | +5.8% |
| Q1 2023 | $1,791,018 | +6.7% | 40,311 | -0.1% | 1.15% | -0.2% |
| Q4 2022 | $1,678,589 | +22.3% | 40,341 | +14.2% | 1.15% | +7.1% |
| Q3 2022 | $1,372,000 | -6.3% | 35,332 | -1.8% | 1.07% | +1.6% |
| Q2 2022 | $1,465,000 | -10.8% | 35,963 | +7.3% | 1.06% | +1.2% |
| Q1 2022 | $1,643,000 | +8.3% | 33,524 | +14.3% | 1.04% | +11.7% |
| Q4 2021 | $1,517,000 | +5.3% | 29,336 | +3.9% | 0.93% | -0.8% |
| Q3 2021 | $1,441,000 | – | 28,236 | – | 0.94% | – |
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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% |