DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 460 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,733,394 | -5.8% | 101,684 | -2.5% | 4.45% | -1.4% |
Q2 2023 | $5,023,461 | +7.2% | 104,308 | -1.1% | 4.51% | +8.0% |
Q1 2023 | $4,685,271 | +7.6% | 105,453 | +0.8% | 4.18% | +5.3% |
Q4 2022 | $4,354,793 | +7.6% | 104,657 | +0.4% | 3.97% | -3.3% |
Q3 2022 | $4,048,000 | -4.6% | 104,281 | +0.2% | 4.10% | +0.6% |
Q2 2022 | $4,242,000 | -13.8% | 104,094 | +3.7% | 4.08% | -20.4% |
Q1 2022 | $4,922,000 | -6.0% | 100,411 | -0.8% | 5.12% | -10.0% |
Q4 2021 | $5,234,000 | – | 101,246 | – | 5.69% | – |
Download |
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% |