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 | $23,982,468 | -11.7% | 515,198 | -8.6% | 7.92% | -9.7% |
| Q2 2023 | $27,159,212 | +7.7% | 563,937 | -0.7% | 8.76% | -1.3% |
| Q1 2023 | $25,226,709 | +0.7% | 567,785 | -5.7% | 8.87% | -35.6% |
| Q4 2022 | $25,061,788 | -8.2% | 602,302 | -14.3% | 13.77% | -6.0% |
| Q3 2022 | $27,295,000 | +11.8% | 703,127 | +17.3% | 14.65% | +10.6% |
| Q2 2022 | $24,421,000 | -13.0% | 599,292 | +4.6% | 13.25% | +6.8% |
| Q1 2022 | $28,078,000 | +4.2% | 572,789 | +9.9% | 12.41% | +7.6% |
| Q4 2021 | $26,939,000 | +13.7% | 521,057 | +3.7% | 11.53% | +5.7% |
| Q3 2021 | $23,703,000 | +10.9% | 502,602 | +10.8% | 10.91% | +7.0% |
| Q2 2021 | $21,371,000 | – | 453,503 | – | 10.20% | – |
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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% |