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 | $37,591,918 | -0.7% | 807,560 | +2.8% | 0.06% | 0.0% |
| Q2 2023 | $37,849,132 | +11.9% | 785,904 | +3.3% | 0.06% | +8.6% |
| Q1 2023 | $33,814,968 | -2.3% | 761,084 | -8.5% | 0.06% | -4.9% |
| Q4 2022 | $34,607,713 | +21.8% | 831,716 | +13.6% | 0.06% | +10.9% |
| Q3 2022 | $28,423,000 | -10.3% | 732,168 | -5.8% | 0.06% | -5.2% |
| Q2 2022 | $31,671,000 | -18.7% | 777,190 | -2.2% | 0.06% | -6.5% |
| Q1 2022 | $38,960,000 | -5.3% | 794,783 | -0.2% | 0.06% | -1.6% |
| Q4 2021 | $41,158,000 | +9.8% | 796,103 | +0.1% | 0.06% | +1.6% |
| Q3 2021 | $37,489,000 | +1.8% | 794,936 | +1.8% | 0.06% | +3.3% |
| Q2 2021 | $36,815,000 | – | 781,237 | – | 0.06% | – |
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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% |