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 | $413,736 | -3.3% | 8,888 | 0.0% | 0.05% | +6.8% |
| Q2 2023 | $428,046 | +8.4% | 8,888 | 0.0% | 0.04% | +4.8% |
| Q1 2023 | $394,894 | +6.8% | 8,888 | 0.0% | 0.04% | -8.7% |
| Q4 2022 | $369,830 | +7.2% | 8,888 | 0.0% | 0.05% | +4.5% |
| Q3 2022 | $345,000 | -4.7% | 8,888 | 0.0% | 0.04% | +4.8% |
| Q2 2022 | $362,000 | -17.0% | 8,888 | 0.0% | 0.04% | +7.7% |
| Q1 2022 | $436,000 | -5.2% | 8,888 | 0.0% | 0.04% | +8.3% |
| Q4 2021 | $460,000 | +9.8% | 8,888 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $419,000 | 0.0% | 8,888 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $419,000 | – | 8,888 | – | 0.04% | – |
Download | ||||||
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% |