DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is 56.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,198 | -3.3% | 10,616 | +0.0% | 0.05% | -3.8% |
| Q2 2023 | $511,097 | +7.3% | 10,612 | -1.0% | 0.05% | +3.9% |
| Q1 2023 | $476,314 | +6.8% | 10,721 | +0.0% | 0.05% | +4.1% |
| Q4 2022 | $445,932 | +7.2% | 10,717 | +0.0% | 0.05% | 0.0% |
| Q3 2022 | $416,000 | -5.7% | 10,712 | -1.1% | 0.05% | -3.9% |
| Q2 2022 | $441,000 | -16.8% | 10,826 | +0.0% | 0.05% | -1.9% |
| Q1 2022 | $530,000 | -5.2% | 10,822 | +0.0% | 0.05% | -3.7% |
| Q4 2021 | $559,000 | +2.0% | 10,819 | -6.8% | 0.05% | -11.5% |
| Q3 2021 | $548,000 | -1.6% | 11,613 | -1.7% | 0.06% | -1.6% |
| Q2 2021 | $557,000 | – | 11,812 | – | 0.06% | – |
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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% |