DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $173,583 | +2.5% | 3,728,965 | +6.1% | 0.66% | -1.9% |
| Q2 2023 | $169,307 | +5.8% | 3,515,510 | -2.4% | 0.67% | -7.6% |
| Q1 2023 | $160,009 | +6.6% | 3,601,377 | -0.2% | 0.73% | -3.3% |
| Q4 2022 | $150,162 | -99.9% | 3,608,788 | +0.8% | 0.75% | -8.8% |
| Q3 2022 | $139,002,000 | -6.1% | 3,580,676 | -1.4% | 0.82% | -8.9% |
| Q2 2022 | $148,055,000 | -18.9% | 3,633,251 | -2.5% | 0.91% | -15.8% |
| Q1 2022 | $182,667,000 | -6.2% | 3,726,380 | -1.0% | 1.08% | -10.5% |
| Q4 2021 | $194,643,000 | +8.7% | 3,764,855 | -0.8% | 1.20% | -3.8% |
| Q3 2021 | $179,002,000 | -1.1% | 3,795,634 | -1.2% | 1.25% | -10.2% |
| Q2 2021 | $180,958,000 | – | 3,839,992 | – | 1.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 692,003 | $26,864,000 | 28.86% |
| ML & R WEALTH MANAGEMENT LLC | 2,160,512 | $83,871,000 | 28.36% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,528,453 | $59,335,000 | 27.46% |
| Relaxing Retirement Coach | 1,125,869 | $43,703,000 | 20.65% |
| Index Fund Advisors, Inc. | 6,058,815 | $235,203,000 | 18.21% |
| Colony Family Offices, LLC | 1,027,424 | $39,885,000 | 17.27% |
| Disciplined Equity Management, Inc. | 444,709 | $17,264,000 | 17.03% |
| DIXON FNANCIAL SERVICES, INC. | 496,932 | $19,291,000 | 15.17% |
| Equius Partners, Inc. | 1,068,467 | $41,478,000 | 14.90% |
| Plancorp, LLC | 5,709,515 | $221,643,000 | 14.78% |