DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 261 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $272,504 | -3.3% | 5,854 | 0.0% | 0.02% | -4.5% |
Q2 2023 | $281,929 | +8.4% | 5,854 | 0.0% | 0.02% | +4.8% |
Q1 2023 | $260,093 | +6.8% | 5,854 | 0.0% | 0.02% | -4.5% |
Q4 2022 | $243,585 | +7.3% | 5,854 | 0.0% | 0.02% | -4.3% |
Q3 2022 | $227,000 | -4.6% | 5,854 | +0.2% | 0.02% | 0.0% |
Q2 2022 | $238,000 | -16.8% | 5,841 | +0.2% | 0.02% | -11.5% |
Q1 2022 | $286,000 | -5.0% | 5,828 | +0.1% | 0.03% | -3.7% |
Q4 2021 | $301,000 | +9.9% | 5,821 | +0.2% | 0.03% | -18.2% |
Q3 2021 | $274,000 | +0.4% | 5,807 | +0.2% | 0.03% | +22.2% |
Q2 2021 | $273,000 | – | 5,798 | – | 0.03% | – |
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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% |