DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $22,492,867 | -5.2% | 483,198 | -2.0% | 15.18% | -1.5% |
Q2 2023 | $23,734,019 | +7.6% | 492,816 | -0.8% | 15.42% | +3.0% |
Q1 2023 | $22,065,804 | +6.8% | 496,642 | -0.0% | 14.98% | +2.6% |
Q4 2022 | $20,666,938 | +7.1% | 496,682 | -0.1% | 14.60% | -3.7% |
Q3 2022 | $19,291,000 | -4.9% | 496,932 | -0.2% | 15.17% | +2.6% |
Q2 2022 | $20,284,000 | -17.1% | 497,779 | -0.3% | 14.79% | -20.6% |
Q1 2022 | $24,479,000 | -5.8% | 499,369 | -0.7% | 18.63% | -1.8% |
Q4 2021 | $26,000,000 | – | 502,904 | – | 18.96% | – |
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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% |