DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,899 | -3.0% | 83,760 | +0.3% | 0.35% | -6.2% |
| Q2 2023 | $4,021 | +7.9% | 83,500 | -0.5% | 0.37% | -8.2% |
| Q1 2023 | $3,727 | +3.4% | 83,878 | -3.1% | 0.40% | -12.8% |
| Q4 2022 | $3,603 | -99.9% | 86,590 | 0.0% | 0.46% | +13.8% |
| Q3 2022 | $3,361,000 | -6.4% | 86,590 | -1.7% | 0.41% | -11.5% |
| Q2 2022 | $3,590,000 | -17.1% | 88,091 | -0.3% | 0.46% | +53.0% |
| Q1 2022 | $4,329,000 | -7.0% | 88,317 | -1.9% | 0.30% | -40.2% |
| Q4 2021 | $4,654,000 | +8.8% | 90,024 | -0.8% | 0.50% | +11.8% |
| Q3 2021 | $4,278,000 | +0.1% | 90,708 | 0.0% | 0.45% | +8.7% |
| Q2 2021 | $4,275,000 | – | 90,708 | – | 0.41% | – |
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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% |