DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| 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% |