DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is 56.76 and the average weighting 1.4%.
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% | – |
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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% |