DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
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 | 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% |