DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 460 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $921,690 | -3.3% | 19,800 | 0.0% | 0.23% | -3.3% |
| Q2 2023 | $953,568 | +8.4% | 19,800 | 0.0% | 0.24% | -0.4% |
| Q1 2023 | $879,714 | +6.2% | 19,800 | -0.5% | 0.24% | -2.8% |
| Q4 2022 | $828,039 | +10.8% | 19,900 | +3.4% | 0.25% | -2.0% |
| Q3 2022 | $747,000 | -40.0% | 19,245 | -24.2% | 0.25% | -33.7% |
| Q1 2022 | $1,244,000 | -8.8% | 25,386 | -3.8% | 0.38% | -7.1% |
| Q4 2021 | $1,364,000 | – | 26,386 | – | 0.41% | – |
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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% |