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 | $18,745,836 | +6.7% | 402,703 | +10.4% | 6.74% | +6.2% |
| Q2 2023 | $17,561,436 | +22.8% | 364,648 | +13.2% | 6.34% | +15.6% |
| Q1 2023 | $14,306,227 | +19.3% | 321,995 | +11.7% | 5.49% | -2.3% |
| Q4 2022 | $11,994,436 | +12.7% | 288,259 | +5.2% | 5.62% | +0.7% |
| Q3 2022 | $10,640,000 | +6.4% | 274,084 | +11.7% | 5.58% | +9.0% |
| Q2 2022 | $9,998,000 | -20.5% | 245,338 | -4.4% | 5.12% | -28.0% |
| Q1 2022 | $12,581,000 | -0.3% | 256,655 | +5.2% | 7.12% | +2.2% |
| Q4 2021 | $12,616,000 | – | 244,026 | – | 6.97% | – |
Download | ||||||
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% |