DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,993,000 | -12.3% | 365,051 | -9.2% | 0.01% | 0.0% |
| Q2 2023 | $19,370,000 | +14.8% | 402,184 | +5.9% | 0.01% | 0.0% |
| Q1 2023 | $16,869,000 | +21.2% | 379,672 | +13.5% | 0.01% | +25.0% |
| Q4 2022 | $13,923,000 | +37.3% | 334,580 | +28.1% | 0.00% | +33.3% |
| Q3 2022 | $10,144,000 | +3.7% | 261,284 | +8.9% | 0.00% | 0.0% |
| Q2 2022 | $9,779,000 | +34.1% | 239,987 | +61.4% | 0.00% | +50.0% |
| Q1 2022 | $7,290,000 | +10.5% | 148,709 | +16.5% | 0.00% | 0.0% |
| Q4 2021 | $6,597,000 | +13.2% | 127,599 | +3.3% | 0.00% | 0.0% |
| Q3 2021 | $5,827,000 | -37.1% | 123,545 | -37.1% | 0.00% | 0.0% |
| Q2 2021 | $9,263,000 | – | 196,550 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 813,615 | $37,873,621 | 34.38% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,645,694 | $76,607,063 | 34.38% |
| ML & R WEALTH MANAGEMENT LLC | 2,314,812 | $107,754,509 | 28.14% |
| Flagstone Financial Management | 1,221,479 | $56,859,856 | 26.01% |
| Colony Family Offices, LLC | 937,930 | $43,660,642 | 18.63% |
| Index Fund Advisors, Inc. | 6,005,709 | $279,565,745 | 18.57% |
| Disciplined Equity Management, Inc. | 453,266 | $21,099,533 | 17.64% |
| Root Financial Partners, LLC | 660,855 | $30,762,810 | 16.29% |
| Wealthstream Advisors, Inc. | 671,873 | $31,275,683 | 16.15% |
| KM Capital Management Ltd. | 506,221 | $23,564,612 | 16.12% |