DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,131 | -5.6% | 45,768 | -2.3% | 0.01% | -7.1% |
| Q2 2023 | $2,257 | +16.7% | 46,860 | +7.7% | 0.01% | +7.7% |
| Q1 2023 | $1,934 | +15.1% | 43,523 | +7.7% | 0.01% | +8.3% |
| Q4 2022 | $1,681 | -99.9% | 40,402 | -2.6% | 0.01% | -7.7% |
| Q3 2022 | $1,611,000 | -5.1% | 41,500 | -0.4% | 0.01% | 0.0% |
| Q2 2022 | $1,697,000 | -19.2% | 41,646 | +2.5% | 0.01% | -13.3% |
| Q4 2021 | $2,101,000 | +9.7% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $1,915,000 | 0.0% | 40,644 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $1,915,000 | – | 40,644 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 828,320 | $39,891,766 | 35.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,641,151 | $79,037,817 | 34.43% |
| Flagstone Financial Management | 1,140,497 | $54,926,315 | 25.79% |
| ML & R WEALTH MANAGEMENT LLC | 2,319,457 | $111,705,033 | 24.64% |
| Relaxing Retirement Coach | 1,332,675 | $64,181,802 | 19.32% |
| Colony Family Offices, LLC | 936,791 | $45,115,855 | 19.02% |
| Index Fund Advisors, Inc. | 5,970,836 | $287,555,458 | 18.81% |
| Disciplined Equity Management, Inc. | 458,317 | $22,072,547 | 17.98% |
| Wealthstream Advisors, Inc. | 689,459 | $33,204,322 | 17.42% |
| KM Capital Management Ltd. | 465,611 | $22,423,848 | 16.15% |