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 | 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% |