DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,001,525 | -0.8% | 1,009,693 | +2.6% | 0.13% | -0.8% |
| Q2 2023 | $47,362,445 | +108871.9% | 983,890 | +0.6% | 0.13% | +0.8% |
| Q1 2023 | $43,463 | +11.5% | 978,241 | +4.4% | 0.13% | +0.8% |
| Q4 2022 | $38,983 | -99.9% | 936,866 | +7.2% | 0.12% | -8.1% |
| Q3 2022 | $33,930,000 | +4.8% | 874,043 | +10.0% | 0.14% | +2.3% |
| Q2 2022 | $32,368,000 | -7.1% | 794,324 | +11.7% | 0.13% | +0.8% |
| Q1 2022 | $34,858,000 | +155.6% | 711,100 | +169.5% | 0.13% | +127.6% |
| Q4 2021 | $13,640,000 | +870.1% | 263,826 | +785.3% | 0.06% | +728.6% |
| Q3 2021 | $1,406,000 | +0.1% | 29,801 | -0.1% | 0.01% | -22.2% |
| Q2 2021 | $1,405,000 | – | 29,819 | – | 0.01% | – |
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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% |