DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,153,146 | -11.7% | 24,772 | -8.7% | 0.01% | -13.3% |
| Q2 2023 | $1,306,009 | +17.1% | 27,118 | +8.1% | 0.02% | +7.1% |
| Q1 2023 | $1,115,051 | +1.1% | 25,097 | -5.3% | 0.01% | -6.7% |
| Q4 2022 | $1,102,531 | -5.3% | 26,497 | -11.7% | 0.02% | -16.7% |
| Q3 2022 | $1,164,000 | +3.6% | 29,995 | +8.8% | 0.02% | +5.9% |
| Q2 2022 | $1,124,000 | +7.6% | 27,580 | +29.4% | 0.02% | +21.4% |
| Q1 2022 | $1,045,000 | -2.8% | 21,306 | +2.4% | 0.01% | -12.5% |
| Q4 2021 | $1,075,000 | +69.0% | 20,797 | +54.0% | 0.02% | +45.5% |
| Q3 2021 | $636,000 | -1.5% | 13,507 | -1.4% | 0.01% | -8.3% |
| Q2 2021 | $646,000 | – | 13,699 | – | 0.01% | – |
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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% |