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 | $1,383,792 | -4.9% | 29,727 | -1.7% | 0.00% | – |
| Q2 2023 | $1,455,732 | -46.2% | 30,227 | -50.3% | 0.00% | – |
| Q1 2023 | $2,704,898 | +91.2% | 60,880 | +79.1% | 0.00% | – |
| Q4 2022 | $1,414,698 | +4.6% | 33,999 | -2.4% | 0.00% | – |
| Q3 2022 | $1,352,000 | -6.7% | 34,829 | -2.0% | 0.00% | – |
| Q2 2022 | $1,449,000 | -16.9% | 35,550 | -0.0% | 0.00% | – |
| Q1 2022 | $1,743,000 | -5.3% | 35,558 | -0.1% | 0.00% | – |
| Q4 2021 | $1,841,000 | +9.6% | 35,604 | -0.1% | 0.00% | – |
| Q3 2021 | $1,680,000 | +0.1% | 35,634 | 0.0% | 0.00% | – |
| Q2 2021 | $1,679,000 | – | 35,634 | – | 0.00% | – |
Download | ||||||
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% |