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 | $5,581,545 | -4.5% | 119,904 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $5,844,904 | +6.5% | 121,364 | -1.7% | 0.01% | 0.0% |
| Q1 2023 | $5,486,407 | +3.9% | 123,484 | -2.7% | 0.01% | 0.0% |
| Q4 2022 | $5,282,529 | +8.5% | 126,953 | +1.2% | 0.01% | 0.0% |
| Q3 2022 | $4,869,000 | -3.3% | 125,432 | +1.5% | 0.01% | 0.0% |
| Q2 2022 | $5,034,000 | -12.9% | 123,538 | +4.7% | 0.01% | 0.0% |
| Q1 2022 | $5,781,000 | -7.3% | 117,940 | -2.2% | 0.01% | 0.0% |
| Q4 2021 | $6,238,000 | +10.7% | 120,649 | +1.0% | 0.01% | 0.0% |
| Q3 2021 | $5,635,000 | +0.7% | 119,486 | +0.7% | 0.01% | 0.0% |
| Q2 2021 | $5,594,000 | – | 118,711 | – | 0.01% | – |
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% |