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 | $76,607,063 | -3.1% | 1,645,694 | +0.3% | 34.38% | -0.2% |
| Q2 2023 | $79,037,817 | +16.4% | 1,641,151 | +7.4% | 34.43% | +18.7% |
| Q1 2023 | $67,920,200 | +14.0% | 1,528,701 | +6.8% | 29.00% | +32.7% |
| Q4 2022 | $59,570,515 | +0.4% | 1,431,639 | -6.3% | 21.85% | -20.4% |
| Q3 2022 | $59,335,000 | -7.1% | 1,528,453 | -2.5% | 27.46% | -8.9% |
| Q2 2022 | $63,872,000 | -16.6% | 1,567,413 | +0.3% | 30.15% | -8.3% |
| Q1 2022 | $76,576,000 | -4.2% | 1,562,132 | +1.0% | 32.87% | +10.5% |
| Q4 2021 | $79,928,000 | – | 1,545,999 | – | 29.76% | – |
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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% |