DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 555 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $317,603 | +3.4% | 5,397 | +0.1% | 0.04% | +2.8% |
| Q1 2024 | $307,185 | +7.6% | 5,391 | +0.1% | 0.04% | +2.9% |
| Q4 2023 | $285,391 | +13.3% | 5,387 | +0.2% | 0.04% | +6.1% |
| Q3 2023 | $251,824 | -5.3% | 5,377 | +0.1% | 0.03% | -2.9% |
| Q2 2023 | $265,991 | +13.3% | 5,370 | +0.1% | 0.03% | +6.2% |
| Q1 2023 | $234,752 | -1.0% | 5,363 | +0.1% | 0.03% | -3.0% |
| Q4 2022 | $237,085 | +9.8% | 5,358 | +0.2% | 0.03% | 0.0% |
| Q3 2022 | $216,000 | -6.5% | 5,348 | +0.2% | 0.03% | 0.0% |
| Q2 2022 | $231,000 | -16.0% | 5,338 | +0.2% | 0.03% | -8.3% |
| Q4 2021 | $275,000 | +5.4% | 5,325 | +0.2% | 0.04% | -7.7% |
| Q3 2021 | $261,000 | 0.0% | 5,317 | -3.6% | 0.04% | -2.5% |
| Q2 2021 | $261,000 | – | 5,517 | – | 0.04% | – |
Download | ||||||
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% |