DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $349,311 | -9.7% | 7,504 | -6.6% | 0.23% | -4.6% |
Q2 2023 | $386,821 | -2.7% | 8,032 | -10.2% | 0.24% | -4.4% |
Q1 2023 | $397,426 | -10.6% | 8,945 | -16.3% | 0.25% | -10.7% |
Q4 2022 | $444,603 | -47.8% | 10,685 | -51.4% | 0.28% | -7.3% |
Q3 2022 | $851,000 | +70.9% | 21,970 | +79.6% | 0.30% | -14.9% |
Q2 2022 | $498,000 | -23.7% | 12,232 | -3.2% | 0.36% | -21.6% |
Q4 2021 | $653,000 | – | 12,632 | – | 0.45% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wealthstream Advisors, Inc. | 692,003 | $26,864,000 | 28.86% |
ML & R WEALTH MANAGEMENT LLC | 2,160,512 | $83,871,000 | 28.36% |
G2 CAPITAL MANAGEMENT, LLC / OH | 1,528,453 | $59,335,000 | 27.46% |
Relaxing Retirement Coach | 1,125,869 | $43,703,000 | 20.65% |
Index Fund Advisors, Inc. | 6,058,815 | $235,203,000 | 18.21% |
Colony Family Offices, LLC | 1,027,424 | $39,885,000 | 17.27% |
Disciplined Equity Management, Inc. | 444,709 | $17,264,000 | 17.03% |
DIXON FNANCIAL SERVICES, INC. | 496,932 | $19,291,000 | 15.17% |
Equius Partners, Inc. | 1,068,467 | $41,478,000 | 14.90% |
Plancorp, LLC | 5,709,515 | $221,643,000 | 14.78% |