DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 469 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,460,815 | -1.6% | 109,784 | -4.7% | 0.01% | -6.7% |
| Q1 2024 | $6,563,780 | +139.0% | 115,194 | +117.4% | 0.02% | +150.0% |
| Q4 2023 | $2,746,713 | +10.6% | 52,994 | -0.7% | 0.01% | -14.3% |
| Q3 2023 | $2,483,660 | -5.9% | 53,355 | -2.7% | 0.01% | 0.0% |
| Q2 2023 | $2,639,634 | +7.1% | 54,810 | -1.2% | 0.01% | 0.0% |
| Q1 2023 | $2,465,628 | +64.2% | 55,495 | +53.7% | 0.01% | +75.0% |
| Q4 2022 | $1,501,954 | +7.7% | 36,096 | +0.5% | 0.00% | -20.0% |
| Q3 2022 | $1,394,000 | -4.7% | 35,913 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $1,463,000 | +55.0% | 35,913 | +79.4% | 0.00% | +33.3% |
| Q3 2021 | $944,000 | – | 20,020 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 797,100 | $33,167,316 | 33.64% |
| ML & R WEALTH MANAGEMENT LLC | 2,200,219 | $91,551,104 | 27.36% |
| Flagstone Financial Management | 880,683 | $36,645,236 | 22.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,431,639 | $59,570,515 | 21.85% |
| Relaxing Retirement Coach | 1,219,692 | $50,751,278 | 18.80% |
| Wealthstream Advisors, Inc. | 689,949 | $28,708,796 | 18.71% |
| Colony Family Offices, LLC | 1,022,280 | $42,537,071 | 17.72% |
| Index Fund Advisors, Inc. | 6,001,925 | $249,740 | 17.56% |
| Disciplined Equity Management, Inc. | 438,451 | $18,244 | 16.14% |
| KM Capital Management Ltd. | 371,091 | $15,441,126 | 15.36% |