DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 ↓ |
|---|---|---|---|
| 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% |