DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,296,702 | -1.8% | 1,252,346 | +1.6% | 0.23% | 0.0% |
| Q2 2023 | $59,386,624 | +13.3% | 1,233,111 | +4.6% | 0.23% | +7.4% |
| Q1 2023 | $52,393,542 | +11.4% | 1,179,238 | +4.3% | 0.22% | +6.4% |
| Q4 2022 | $47,046,639 | +13.5% | 1,130,657 | +5.9% | 0.20% | +5.2% |
| Q3 2022 | $41,462,000 | +0.6% | 1,068,053 | +5.6% | 0.19% | +4.9% |
| Q2 2022 | $41,211,000 | -8.6% | 1,011,319 | +10.0% | 0.18% | -2.1% |
| Q1 2022 | $45,072,000 | +5.7% | 919,455 | +11.5% | 0.19% | +8.0% |
| Q4 2021 | $42,651,000 | +15.0% | 824,965 | +4.9% | 0.18% | +5.4% |
| Q3 2021 | $37,078,000 | +4.7% | 786,224 | +4.6% | 0.17% | +1.2% |
| Q2 2021 | $35,406,000 | – | 751,330 | – | 0.16% | – |
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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% |