DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. 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 | 828,320 | $39,891,766 | 35.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,641,151 | $79,037,817 | 34.43% |
| Flagstone Financial Management | 1,140,497 | $54,926,315 | 25.79% |
| ML & R WEALTH MANAGEMENT LLC | 2,319,457 | $111,705,033 | 24.64% |
| Relaxing Retirement Coach | 1,332,675 | $64,181,802 | 19.32% |
| Colony Family Offices, LLC | 936,791 | $45,115,855 | 19.02% |
| Index Fund Advisors, Inc. | 5,970,836 | $287,555,458 | 18.81% |
| Disciplined Equity Management, Inc. | 458,317 | $22,072,547 | 17.98% |
| Wealthstream Advisors, Inc. | 689,459 | $33,204,322 | 17.42% |
| KM Capital Management Ltd. | 465,611 | $22,423,848 | 16.15% |