DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,337,602 | +12.9% | 50,217 | +16.8% | 0.78% | +21.5% |
Q2 2023 | $2,071,266 | +8.4% | 43,008 | 0.0% | 0.65% | +3.9% |
Q1 2023 | $1,910,846 | +27.8% | 43,008 | +19.7% | 0.62% | +20.1% |
Q4 2022 | $1,495,047 | +7.2% | 35,930 | 0.0% | 0.52% | -14.8% |
Q3 2022 | $1,395,000 | -14.0% | 35,930 | -9.8% | 0.61% | -17.5% |
Q2 2022 | $1,623,000 | – | 39,834 | – | 0.74% | – |
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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% |