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% | – |
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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% |