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 | $9,802,354 | -4.3% | 210,577 | -1.0% | 6.64% | -2.8% |
| Q2 2023 | $10,239,548 | +13.6% | 212,615 | +4.8% | 6.83% | +3.1% |
| Q1 2023 | $9,016,155 | +13.8% | 202,929 | +6.5% | 6.62% | +12.7% |
| Q4 2022 | $7,925,889 | +7.6% | 190,480 | +0.3% | 5.88% | -11.2% |
| Q3 2022 | $7,368,000 | +4.5% | 189,819 | +9.7% | 6.62% | -5.0% |
| Q2 2022 | $7,048,000 | -3.1% | 172,962 | +16.6% | 6.97% | -7.1% |
| Q1 2022 | $7,270,000 | +2.3% | 148,308 | +7.8% | 7.50% | +12.8% |
| Q4 2021 | $7,110,000 | – | 137,537 | – | 6.65% | – |
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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% |