DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,272,957 | -2.1% | 27,346 | +1.3% | 0.03% | 0.0% |
Q2 2023 | $1,300,464 | +8.4% | 27,003 | 0.0% | 0.03% | +3.1% |
Q1 2023 | $1,199,744 | +6.8% | 27,003 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $1,123,595 | +7.2% | 27,003 | 0.0% | 0.03% | -15.8% |
Q3 2022 | $1,048,000 | -4.7% | 27,003 | 0.0% | 0.04% | -2.6% |
Q2 2022 | $1,100,000 | -16.9% | 27,003 | 0.0% | 0.04% | -7.1% |
Q1 2022 | $1,324,000 | -5.2% | 27,003 | 0.0% | 0.04% | -4.5% |
Q4 2021 | $1,396,000 | +7.7% | 27,003 | -1.8% | 0.04% | -4.3% |
Q3 2021 | $1,296,000 | 0.0% | 27,500 | 0.0% | 0.05% | -11.5% |
Q2 2021 | $1,296,000 | – | 27,500 | – | 0.05% | – |
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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% |