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 | $4,344,953 | -3.9% | 93,339 | -0.6% | 3.29% | -18.3% |
Q2 2023 | $4,523,534 | +8.2% | 93,927 | -0.1% | 4.03% | +3.0% |
Q1 2023 | $4,179,342 | +8.9% | 94,066 | +2.0% | 3.91% | +15.8% |
Q4 2022 | $3,837,651 | +7.1% | 92,229 | -0.1% | 3.38% | -15.8% |
Q3 2022 | $3,582,000 | -7.2% | 92,283 | -2.6% | 4.01% | -3.7% |
Q2 2022 | $3,860,000 | -12.0% | 94,713 | +5.9% | 4.17% | -12.4% |
Q1 2022 | $4,384,000 | -6.9% | 89,439 | -1.8% | 4.76% | +2.5% |
Q4 2021 | $4,708,000 | – | 91,071 | – | 4.65% | – |
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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% |