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 | $1,962,608 | -3.3% | 42,161 | 0.0% | 1.09% | -1.4% |
| Q2 2023 | $2,030,487 | +7.7% | 42,161 | -0.6% | 1.10% | +24.4% |
| Q1 2023 | $1,884,921 | +6.8% | 42,425 | 0.0% | 0.89% | -18.2% |
| Q4 2022 | $1,765,284 | +7.6% | 42,425 | +0.4% | 1.08% | +14.6% |
| Q3 2022 | $1,641,000 | -9.0% | 42,270 | -4.5% | 0.95% | -0.2% |
| Q2 2022 | $1,804,000 | -16.7% | 44,264 | +0.2% | 0.95% | -9.0% |
| Q1 2022 | $2,165,000 | -5.0% | 44,165 | +0.2% | 1.04% | -24.0% |
| Q4 2021 | $2,279,000 | – | 44,085 | – | 1.37% | – |
Download | ||||||
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% |