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 | $7,863,366 | +8.2% | 168,923 | +11.9% | 3.69% | +7.2% |
Q2 2023 | $7,268,115 | +24.6% | 150,916 | +15.0% | 3.44% | +14.2% |
Q1 2023 | $5,832,637 | +25.4% | 131,277 | +16.8% | 3.02% | +19.3% |
Q4 2022 | $4,652,872 | +37.3% | 112,389 | +28.7% | 2.53% | +25.6% |
Q3 2022 | $3,389,000 | +42.6% | 87,294 | +49.7% | 2.01% | +50.8% |
Q2 2022 | $2,376,000 | +39.2% | 58,308 | +67.5% | 1.33% | +36.7% |
Q1 2022 | $1,707,000 | – | 34,814 | – | 0.98% | – |
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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% |