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 | $65,058,405 | +1076.9% | 1,397,602 | +1117.6% | 0.97% | +1029.1% |
| Q2 2023 | $5,528,018 | +7.7% | 114,784 | -0.7% | 0.09% | -10.4% |
| Q1 2023 | $5,133,495 | +43.6% | 115,541 | +34.5% | 0.10% | +10.3% |
| Q4 2022 | $3,573,788 | +5.2% | 85,888 | -1.9% | 0.09% | -17.9% |
| Q3 2022 | $3,397,000 | -7.3% | 87,517 | -2.7% | 0.11% | -4.5% |
| Q2 2022 | $3,665,000 | -17.4% | 89,933 | -0.7% | 0.11% | -23.4% |
| Q1 2022 | $4,438,000 | -7.0% | 90,531 | -1.9% | 0.14% | -5.8% |
| Q4 2021 | $4,771,000 | +8.0% | 92,282 | -1.4% | 0.15% | -4.3% |
| Q3 2021 | $4,416,000 | -1.3% | 93,635 | -1.4% | 0.16% | -11.0% |
| Q2 2021 | $4,474,000 | – | 94,940 | – | 0.18% | – |
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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% |