DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
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% | – |
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% |