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 | $2,014,917 | -11.4% | 43,285 | -8.3% | 0.00% | – |
| Q2 2023 | $2,273,778 | +3.0% | 47,213 | -4.9% | 0.00% | – |
| Q1 2023 | $2,206,705 | +13.8% | 49,667 | +6.6% | 0.00% | – |
| Q4 2022 | $1,939,109 | +0.8% | 46,602 | -5.9% | 0.00% | – |
| Q3 2022 | $1,923,000 | -4.8% | 49,538 | 0.0% | 0.00% | – |
| Q2 2022 | $2,019,000 | -16.8% | 49,538 | 0.0% | 0.00% | – |
| Q1 2022 | $2,428,000 | -9.5% | 49,538 | -4.6% | 0.00% | – |
| Q4 2021 | $2,684,000 | +1.0% | 51,922 | -7.9% | 0.00% | – |
| Q3 2021 | $2,658,000 | -45.1% | 56,367 | -45.2% | 0.00% | -100.0% |
| Q2 2021 | $4,845,000 | – | 102,813 | – | 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% |