DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,757,136 | -2.5% | 402,946 | +0.9% | 0.27% | -2.5% |
| Q2 2023 | $19,228,891 | +14.7% | 399,271 | +5.8% | 0.28% | +3.0% |
| Q1 2023 | $16,760,329 | +9.9% | 377,230 | +2.9% | 0.27% | +1.1% |
| Q4 2022 | $15,247,610 | +24.2% | 366,441 | +15.9% | 0.26% | +10.4% |
| Q3 2022 | $12,277,000 | +9.9% | 316,263 | +15.4% | 0.24% | +12.7% |
| Q2 2022 | $11,166,000 | +7.8% | 274,002 | +29.6% | 0.21% | +25.3% |
| Q1 2022 | $10,360,000 | -4.7% | 211,351 | +0.5% | 0.17% | -0.6% |
| Q4 2021 | $10,876,000 | +10.9% | 210,360 | +1.2% | 0.17% | +2.4% |
| Q3 2021 | $9,806,000 | +3.6% | 207,934 | +3.6% | 0.17% | +2.5% |
| Q2 2021 | $9,462,000 | – | 200,779 | – | 0.16% | – |
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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% |