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 | $11,901,155 | -3.0% | 255,664 | +0.3% | 4.91% | -3.4% |
| Q2 2023 | $12,270,262 | +7.3% | 254,781 | -1.0% | 5.08% | +1.6% |
| Q1 2023 | $11,439,643 | +5.8% | 257,476 | -0.9% | 5.00% | -12.9% |
| Q4 2022 | $10,808,756 | +7.3% | 259,763 | +0.1% | 5.74% | -10.5% |
| Q3 2022 | $10,074,000 | -6.2% | 259,512 | -1.5% | 6.42% | -4.3% |
| Q2 2022 | $10,738,000 | -15.7% | 263,501 | +1.4% | 6.71% | -21.2% |
| Q1 2022 | $12,736,000 | -6.5% | 259,817 | -1.4% | 8.52% | -2.2% |
| Q4 2021 | $13,616,000 | – | 263,375 | – | 8.71% | – |
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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% |