DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $81,323,982 | -3.0% | 1,747,024 | +0.4% | 0.11% | -2.7% |
| Q2 2023 | $83,824,859 | +7.5% | 1,740,549 | -0.8% | 0.11% | 0.0% |
| Q1 2023 | $77,993,427 | +8.2% | 1,755,423 | +1.4% | 0.11% | +3.7% |
| Q4 2022 | $72,068,349 | +16.3% | 1,731,996 | +8.5% | 0.11% | +0.9% |
| Q3 2022 | $61,994,000 | -4.7% | 1,596,972 | +0.0% | 0.11% | 0.0% |
| Q2 2022 | $65,071,000 | -17.0% | 1,596,824 | -0.1% | 0.11% | -11.6% |
| Q1 2022 | $78,386,000 | -3.4% | 1,599,071 | +1.9% | 0.12% | -6.9% |
| Q4 2021 | $81,168,000 | +6.3% | 1,569,983 | -3.1% | 0.13% | -4.4% |
| Q3 2021 | $76,385,000 | -0.2% | 1,619,700 | -0.2% | 0.14% | 0.0% |
| Q2 2021 | $76,502,000 | – | 1,623,397 | – | 0.14% | – |
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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% |