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 | $3,747,261 | +2.6% | 80,500 | +6.2% | 0.01% | -42.1% |
| Q2 2023 | $3,651,116 | -1.7% | 75,812 | -9.3% | 0.02% | +137.5% |
| Q1 2023 | $3,712,926 | -19.6% | 83,568 | -24.7% | 0.01% | -20.0% |
| Q4 2022 | $4,616,671 | +7.5% | 110,951 | +0.3% | 0.01% | -9.1% |
| Q3 2022 | $4,296,000 | -6.9% | 110,653 | -2.3% | 0.01% | -8.3% |
| Q2 2022 | $4,616,000 | -15.1% | 113,288 | +2.2% | 0.01% | 0.0% |
| Q1 2022 | $5,434,000 | -6.9% | 110,854 | -1.8% | 0.01% | -7.7% |
| Q4 2021 | $5,839,000 | +23.9% | 112,937 | +13.0% | 0.01% | +8.3% |
| Q3 2021 | $4,712,000 | -0.9% | 99,915 | -1.0% | 0.01% | 0.0% |
| Q2 2021 | $4,754,000 | – | 100,891 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 828,320 | $39,891,766 | 35.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,641,151 | $79,037,817 | 34.43% |
| Flagstone Financial Management | 1,140,497 | $54,926,315 | 25.79% |
| ML & R WEALTH MANAGEMENT LLC | 2,319,457 | $111,705,033 | 24.64% |
| Relaxing Retirement Coach | 1,332,675 | $64,181,802 | 19.32% |
| Colony Family Offices, LLC | 936,791 | $45,115,855 | 19.02% |
| Index Fund Advisors, Inc. | 5,970,836 | $287,555,458 | 18.81% |
| Disciplined Equity Management, Inc. | 458,317 | $22,072,547 | 17.98% |
| Wealthstream Advisors, Inc. | 689,459 | $33,204,322 | 17.42% |
| KM Capital Management Ltd. | 465,611 | $22,423,848 | 16.15% |