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 | $2,978 | -3.3% | 63,976 | +0.1% | 0.04% | +2.3% |
| Q2 2023 | $3,079 | +16.9% | 63,934 | +7.8% | 0.04% | +12.8% |
| Q1 2023 | $2,635 | +6.8% | 59,302 | +0.0% | 0.04% | +11.4% |
| Q4 2022 | $2,467 | -99.9% | 59,278 | +0.1% | 0.04% | -14.6% |
| Q3 2022 | $2,300,000 | -4.7% | 59,244 | +0.0% | 0.04% | -2.4% |
| Q2 2022 | $2,413,000 | -22.8% | 59,215 | -7.1% | 0.04% | -10.6% |
| Q1 2022 | $3,125,000 | +6.2% | 63,743 | +12.0% | 0.05% | -9.6% |
| Q4 2021 | $2,942,000 | +19.3% | 56,902 | +8.8% | 0.05% | +10.6% |
| Q3 2021 | $2,467,000 | +0.1% | 52,321 | +0.0% | 0.05% | -4.1% |
| Q2 2021 | $2,465,000 | – | 52,303 | – | 0.05% | – |
Download | ||||||
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% |