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 | $30,414,253 | -2.3% | 653,367 | +1.1% | 6.50% | +3.0% |
| Q2 2023 | $31,132,307 | +13.4% | 646,435 | -2.0% | 6.31% | +11.7% |
| Q1 2023 | $27,455,570 | +0.0% | 659,831 | 0.0% | 5.65% | 0.0% |
| Q4 2022 | $27,455,569 | +11.2% | 659,831 | +3.7% | 5.65% | -3.9% |
| Q3 2022 | $24,697,000 | -3.3% | 636,203 | +1.5% | 5.88% | +0.9% |
| Q2 2022 | $25,544,000 | -16.6% | 626,850 | +0.3% | 5.82% | -13.5% |
| Q1 2022 | $30,633,000 | -5.4% | 624,900 | -0.2% | 6.73% | -5.1% |
| Q4 2021 | $32,374,000 | +10.9% | 626,184 | +1.1% | 7.09% | +8.2% |
| Q3 2021 | $29,204,000 | +1.1% | 619,251 | +1.1% | 6.55% | -1.5% |
| Q2 2021 | $28,877,000 | – | 612,776 | – | 6.65% | – |
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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% |