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 | $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 ↓ |
|---|---|---|---|
| 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% |