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 | $11,459,577 | +0.6% | 246,177 | +4.1% | 9.31% | +3.8% |
| Q2 2023 | $11,391,589 | +17.1% | 236,536 | +8.0% | 8.96% | +9.3% |
| Q1 2023 | $9,729,874 | +109618.9% | 218,993 | +2.8% | 8.20% | +5.6% |
| Q4 2022 | $8,868 | -99.9% | 213,124 | +15.8% | 7.76% | +16.9% |
| Q3 2022 | $7,147,000 | +0.6% | 184,095 | +5.6% | 6.64% | +0.1% |
| Q2 2022 | $7,103,000 | -14.9% | 174,307 | +2.3% | 6.63% | -11.2% |
| Q1 2022 | $8,349,000 | +7.7% | 170,318 | +13.6% | 7.47% | +9.0% |
| Q4 2021 | $7,750,000 | – | 149,898 | – | 6.85% | – |
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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% |