DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,575,822 | -5.7% | 33,852 | -2.4% | 0.04% | -2.7% |
Q2 2023 | $1,670,995 | +56.6% | 34,697 | +44.5% | 0.04% | +42.3% |
Q1 2023 | $1,066,778 | +76.9% | 24,010 | +76.2% | 0.03% | +52.9% |
Q4 2022 | $602,984 | +7.1% | 13,624 | -6.1% | 0.02% | -19.0% |
Q3 2022 | $563,000 | -12.7% | 14,503 | -8.4% | 0.02% | -4.5% |
Q2 2022 | $645,000 | +55.0% | 15,828 | +86.5% | 0.02% | +37.5% |
Q1 2022 | $416,000 | +4.8% | 8,486 | +10.5% | 0.02% | 0.0% |
Q4 2021 | $397,000 | +9.7% | 7,679 | +0.0% | 0.02% | -5.9% |
Q3 2021 | $362,000 | 0.0% | 7,676 | -0.1% | 0.02% | 0.0% |
Q2 2021 | $362,000 | – | 7,682 | – | 0.02% | – |
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% |