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 | $382,487 | -3.1% | 8,216 | +0.2% | 0.05% | +6.5% |
| Q2 2023 | $394,820 | +8.6% | 8,198 | +0.2% | 0.05% | +2.2% |
| Q1 2023 | $363,429 | +7.0% | 8,180 | +0.2% | 0.04% | -6.2% |
| Q4 2022 | $339,668 | +7.8% | 8,163 | +0.3% | 0.05% | -33.3% |
| Q3 2022 | $315,000 | +45.2% | 8,138 | +52.5% | 0.07% | +166.7% |
| Q2 2022 | $217,000 | -16.5% | 5,338 | +0.4% | 0.03% | +12.5% |
| Q1 2022 | $260,000 | -5.1% | 5,319 | +0.2% | 0.02% | -7.7% |
| Q4 2021 | $274,000 | +10.0% | 5,307 | +0.4% | 0.03% | +4.0% |
| Q3 2021 | $249,000 | 0.0% | 5,286 | -0.1% | 0.02% | -3.8% |
| Q2 2021 | $249,000 | – | 5,291 | – | 0.03% | – |
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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% |