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 | $5,220,391 | -10.2% | 112,146 | -5.1% | 3.06% | -3.5% |
| Q2 2023 | $5,813,544 | +9.3% | 118,137 | -1.3% | 3.17% | +0.1% |
| Q1 2023 | $5,320,544 | +4.2% | 119,751 | -2.4% | 3.16% | -3.7% |
| Q4 2022 | $5,107,877 | +7.9% | 122,756 | +0.7% | 3.29% | -8.1% |
| Q3 2022 | $4,733,000 | -4.5% | 121,918 | +0.3% | 3.57% | -0.4% |
| Q2 2022 | $4,954,000 | -15.1% | 121,571 | +2.2% | 3.59% | -16.1% |
| Q1 2022 | $5,833,000 | -5.2% | 118,999 | +0.0% | 4.28% | -4.3% |
| Q4 2021 | $6,151,000 | – | 118,976 | – | 4.47% | – |
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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% |