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 | $21,099,533 | -4.4% | 453,266 | -1.1% | 17.64% | -1.9% |
| Q2 2023 | $22,072,547 | +8.4% | 458,317 | -0.0% | 17.98% | +4.3% |
| Q1 2023 | $20,369,734 | +111551.7% | 458,468 | +4.6% | 17.25% | +6.9% |
| Q4 2022 | $18,244 | -99.9% | 438,451 | -1.4% | 16.14% | -5.2% |
| Q3 2022 | $17,264,000 | -2.2% | 444,709 | +2.7% | 17.03% | +6.3% |
| Q2 2022 | $17,651,000 | -12.7% | 433,149 | +5.0% | 16.02% | -21.0% |
| Q1 2022 | $20,221,000 | -3.2% | 412,515 | +2.1% | 20.26% | +0.5% |
| Q4 2021 | $20,885,000 | – | 403,963 | – | 20.16% | – |
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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% |