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 | $4,345,668 | -3.3% | 93,355 | +0.1% | 0.15% | +1.4% |
Q2 2023 | $4,493,604 | +8.3% | 93,306 | -0.1% | 0.15% | +2.8% |
Q1 2023 | $4,149,353 | +7.0% | 93,391 | +0.2% | 0.14% | -2.0% |
Q4 2022 | $3,878,696 | +9.8% | 93,215 | +2.4% | 0.15% | -2.6% |
Q3 2022 | $3,532,000 | -4.5% | 90,993 | +0.3% | 0.15% | -2.6% |
Q2 2022 | $3,699,000 | -7.5% | 90,763 | +2.2% | 0.16% | -3.1% |
Q1 2022 | $4,000,000 | -14.5% | 88,806 | -1.9% | 0.16% | -1.8% |
Q4 2021 | $4,679,000 | +9.7% | 90,497 | +0.0% | 0.16% | -3.0% |
Q3 2021 | $4,266,000 | -1.8% | 90,452 | -1.9% | 0.17% | -1.2% |
Q2 2021 | $4,343,000 | – | 92,164 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Heritage Wealth Management, Inc./Texas | 797,100 | $33,167,316 | 33.64% |
ML & R WEALTH MANAGEMENT LLC | 2,200,219 | $91,551,104 | 27.36% |
Flagstone Financial Management | 880,683 | $36,645,236 | 22.32% |
G2 CAPITAL MANAGEMENT, LLC / OH | 1,431,639 | $59,570,515 | 21.85% |
Relaxing Retirement Coach | 1,219,692 | $50,751,278 | 18.80% |
Wealthstream Advisors, Inc. | 689,949 | $28,708,796 | 18.71% |
Colony Family Offices, LLC | 1,022,280 | $42,537,071 | 17.72% |
Index Fund Advisors, Inc. | 6,001,925 | $249,740 | 17.56% |
Disciplined Equity Management, Inc. | 438,451 | $18,244 | 16.14% |
KM Capital Management Ltd. | 371,091 | $15,441,126 | 15.36% |