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 | $8,496,086 | -7.9% | 182,515 | -4.7% | 2.40% | -8.3% |
| Q2 2023 | $9,224,143 | +8.4% | 191,531 | +0.0% | 2.62% | +1.2% |
| Q1 2023 | $8,509,015 | +3.7% | 191,515 | -2.8% | 2.59% | +1.7% |
| Q4 2022 | $8,202,719 | +6.3% | 197,133 | -0.9% | 2.54% | -3.3% |
| Q3 2022 | $7,718,000 | -6.4% | 198,824 | -1.8% | 2.63% | 0.0% |
| Q2 2022 | $8,250,000 | -25.7% | 202,452 | -10.6% | 2.63% | -25.3% |
| Q1 2022 | $11,103,000 | -8.6% | 226,503 | -3.6% | 3.52% | -13.2% |
| Q4 2021 | $12,151,000 | – | 235,023 | – | 4.05% | – |
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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% |