DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 460 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 | 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% |