DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,675,994 | +4.8% | 100,451 | +8.4% | 0.00% | – |
| Q2 2023 | $4,460,964 | +28.6% | 92,628 | +18.6% | 0.00% | – |
| Q1 2023 | $3,469,894 | +4.6% | 78,098 | -2.1% | 0.00% | – |
| Q4 2022 | $3,317,940 | +33.2% | 79,739 | +24.3% | 0.00% | – |
| Q3 2022 | $2,491,000 | -10.5% | 64,160 | -6.0% | 0.00% | – |
| Q2 2022 | $2,783,000 | +108.2% | 68,274 | +150.4% | 0.00% | – |
| Q1 2022 | $1,337,000 | +65.3% | 27,271 | +74.3% | 0.00% | – |
| Q4 2021 | $809,000 | +27.2% | 15,642 | +15.9% | 0.00% | – |
| Q3 2021 | $636,000 | +15.0% | 13,491 | +15.0% | 0.00% | – |
| Q2 2021 | $553,000 | – | 11,730 | – | 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% |