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 | $5,824,684 | +11.3% | 125,128 | +15.2% | 0.01% | +14.3% |
| Q2 2023 | $5,232,140 | +6.5% | 108,641 | -1.8% | 0.01% | 0.0% |
| Q1 2023 | $4,915,101 | +37.6% | 110,626 | +28.9% | 0.01% | +40.0% |
| Q4 2022 | $3,571,226 | +233.1% | 85,826 | +210.8% | 0.01% | +150.0% |
| Q3 2022 | $1,072,000 | -40.5% | 27,615 | -37.6% | 0.00% | -33.3% |
| Q2 2022 | $1,802,000 | +46.6% | 44,227 | +76.3% | 0.00% | +50.0% |
| Q1 2022 | $1,229,000 | -4.2% | 25,093 | +1.0% | 0.00% | 0.0% |
| Q4 2021 | $1,283,000 | +14.8% | 24,833 | +4.7% | 0.00% | 0.0% |
| Q3 2021 | $1,118,000 | +22.3% | 23,716 | +22.3% | 0.00% | 0.0% |
| Q2 2021 | $914,000 | – | 19,399 | – | 0.00% | – |
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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% |