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 | $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 ↓ |
|---|---|---|---|
| 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% |