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 | $17,501,753 | +20.0% | 375,978 | +24.1% | 0.00% | 0.0% |
Q2 2023 | $14,587,665 | +78.6% | 302,900 | +64.7% | 0.00% | +100.0% |
Q1 2023 | $8,169,478 | +18.3% | 183,873 | +10.8% | 0.00% | 0.0% |
Q4 2022 | $6,908,050 | +15.8% | 166,019 | +8.1% | 0.00% | 0.0% |
Q3 2022 | $5,963,000 | +15.5% | 153,617 | +21.3% | 0.00% | 0.0% |
Q2 2022 | $5,162,000 | -1.8% | 126,663 | +18.1% | 0.00% | 0.0% |
Q1 2022 | $5,256,000 | +14.4% | 107,210 | +20.6% | 0.00% | – |
Q4 2021 | $4,595,000 | +21.0% | 88,887 | +10.3% | 0.00% | – |
Q3 2021 | $3,799,000 | – | 80,561 | – | 0.00% | – |
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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% |