DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,466,121 | -4.0% | 160,389 | -0.7% | 1.24% | -11.5% |
Q2 2023 | $7,779,105 | +7.2% | 161,526 | -1.1% | 1.40% | -1.8% |
Q1 2023 | $7,255,609 | +6.8% | 163,304 | 0.0% | 1.43% | -13.2% |
Q4 2022 | $6,795,091 | +4.4% | 163,304 | -2.6% | 1.64% | -12.3% |
Q3 2022 | $6,508,300 | -5.8% | 167,653 | -1.1% | 1.88% | -2.7% |
Q2 2022 | $6,905,832 | -16.9% | 169,468 | -0.0% | 1.93% | -29.2% |
Q1 2022 | $8,309,051 | -6.2% | 169,503 | -1.1% | 2.72% | -47.5% |
Q4 2021 | $8,861,601 | +5.1% | 171,404 | -4.2% | 5.18% | -5.0% |
Q3 2021 | $8,433,622 | -1.0% | 178,830 | -1.0% | 5.45% | -22.6% |
Q2 2021 | $8,515,850 | – | 180,709 | – | 7.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ML & R WEALTH MANAGEMENT LLC | 1,992,151 | $81,180,000 | 36.50% |
G2 CAPITAL MANAGEMENT, LLC / OH | 1,567,413 | $63,872,000 | 30.15% |
Wealthstream Advisors, Inc. | 696,173 | $28,369,000 | 28.67% |
Relaxing Retirement Coach | 996,224 | $40,596,000 | 20.47% |
Colony Family Offices, LLC | 1,021,979 | $41,646,000 | 18.87% |
Index Fund Advisors, Inc. | 5,888,877 | $239,972,000 | 18.17% |
Disciplined Equity Management, Inc. | 433,149 | $17,651,000 | 16.02% |
Equius Partners, Inc. | 1,082,223 | $44,101,000 | 14.93% |
DIXON FNANCIAL SERVICES, INC. | 497,779 | $20,284,000 | 14.79% |
Plancorp, LLC | 5,692,337 | $231,963,000 | 14.62% |