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 | $1,102,351 | -7.3% | 23,681 | -4.1% | 0.26% | -9.9% |
| Q2 2023 | $1,189,456 | +8.4% | 24,698 | 0.0% | 0.28% | -4.1% |
| Q1 2023 | $1,097,333 | +4.2% | 24,698 | -2.4% | 0.30% | -2.6% |
| Q4 2022 | $1,052,858 | +7.2% | 25,303 | 0.0% | 0.30% | -3.5% |
| Q3 2022 | $982,000 | -4.8% | 25,303 | 0.0% | 0.31% | -0.3% |
| Q2 2022 | $1,031,000 | -13.4% | 25,303 | +4.2% | 0.32% | -0.9% |
| Q1 2022 | $1,190,000 | -5.3% | 24,286 | 0.0% | 0.32% | +2.6% |
| Q4 2021 | $1,256,000 | +9.7% | 24,286 | 0.0% | 0.31% | -8.0% |
| Q3 2021 | $1,145,000 | +0.1% | 24,286 | 0.0% | 0.34% | +1.8% |
| Q2 2021 | $1,144,000 | – | 24,286 | – | 0.33% | – |
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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% |