DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,587 | +1.0% | 1,065,233 | +4.5% | 0.10% | +3.0% |
| Q2 2023 | $49,092 | +13.8% | 1,019,346 | +5.0% | 0.10% | +9.9% |
| Q1 2023 | $43,128 | +6.8% | 970,710 | +0.1% | 0.09% | -6.2% |
| Q4 2022 | $40,368 | -99.9% | 970,163 | +1.2% | 0.10% | +1.0% |
| Q3 2022 | $37,202,000 | -19.1% | 958,331 | -15.1% | 0.10% | -20.0% |
| Q2 2022 | $46,001,000 | -14.2% | 1,128,864 | +3.2% | 0.12% | -2.4% |
| Q1 2022 | $53,619,000 | -3.2% | 1,093,837 | +2.1% | 0.12% | -1.6% |
| Q4 2021 | $55,378,000 | +20.0% | 1,071,159 | +9.5% | 0.12% | +7.8% |
| Q3 2021 | $46,130,000 | +26.0% | 978,164 | +25.9% | 0.12% | +24.7% |
| Q2 2021 | $36,624,000 | – | 777,175 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 692,003 | $26,864,000 | 28.86% |
| ML & R WEALTH MANAGEMENT LLC | 2,160,512 | $83,871,000 | 28.36% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,528,453 | $59,335,000 | 27.46% |
| Relaxing Retirement Coach | 1,125,869 | $43,703,000 | 20.65% |
| Index Fund Advisors, Inc. | 6,058,815 | $235,203,000 | 18.21% |
| Colony Family Offices, LLC | 1,027,424 | $39,885,000 | 17.27% |
| Disciplined Equity Management, Inc. | 444,709 | $17,264,000 | 17.03% |
| DIXON FNANCIAL SERVICES, INC. | 496,932 | $19,291,000 | 15.17% |
| Equius Partners, Inc. | 1,068,467 | $41,478,000 | 14.90% |
| Plancorp, LLC | 5,709,515 | $221,643,000 | 14.78% |