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 | $2,292,619 | -21.1% | 49,251 | -18.4% | 1.97% | -18.4% |
| Q2 2023 | $2,906,964 | +12.1% | 60,361 | +3.4% | 2.42% | +5.2% |
| Q1 2023 | $2,593,107 | +10.8% | 58,364 | +3.8% | 2.30% | +5.5% |
| Q4 2022 | $2,340,404 | +6.9% | 56,246 | -0.2% | 2.18% | -5.6% |
| Q3 2022 | $2,189,000 | -39.2% | 56,378 | -23.3% | 2.31% | -32.3% |
| Q2 2022 | $3,603,000 | -2.8% | 73,500 | +2.5% | 3.41% | +2.6% |
| Q1 2022 | $3,706,000 | 0.0% | 71,690 | 0.0% | 3.32% | -1.1% |
| Q4 2021 | $3,706,000 | – | 71,690 | – | 3.36% | – |
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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% |