DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,851,614 | -3.3% | 125,706 | 0.0% | 0.54% | -0.9% |
Q2 2023 | $6,054,001 | +8.0% | 125,706 | -0.4% | 0.55% | +2.4% |
Q1 2023 | $5,604,800 | +6.6% | 126,149 | -0.2% | 0.54% | +0.8% |
Q4 2022 | $5,258,547 | +6.9% | 126,377 | -0.2% | 0.53% | -3.1% |
Q3 2022 | $4,917,000 | -4.7% | 126,668 | +0.0% | 0.55% | -0.4% |
Q2 2022 | $5,162,000 | -16.9% | 126,667 | +0.0% | 0.55% | -6.0% |
Q1 2022 | $6,209,000 | -16.3% | 126,666 | -11.7% | 0.59% | -12.8% |
Q4 2021 | $7,420,000 | +14.9% | 143,529 | +4.8% | 0.67% | +5.2% |
Q3 2021 | $6,456,000 | – | 136,905 | – | 0.64% | – |
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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% |