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 | $56,002,150 | -4.3% | 1,203,054 | -1.0% | 1.06% | -0.7% |
| Q2 2023 | $58,541,322 | +7.0% | 1,215,559 | -1.3% | 1.06% | -49.9% |
| Q1 2023 | $54,695,599 | +10.1% | 1,231,051 | +3.1% | 2.12% | +5.0% |
| Q4 2022 | $49,673,881 | +13.1% | 1,193,797 | +5.5% | 2.02% | -9.2% |
| Q3 2022 | $43,925,000 | -7.1% | 1,131,517 | -2.5% | 2.22% | -1.2% |
| Q2 2022 | $47,307,000 | -18.1% | 1,160,916 | -1.5% | 2.25% | -11.9% |
| Q1 2022 | $57,748,000 | -4.9% | 1,178,058 | +0.3% | 2.56% | +10.3% |
| Q4 2021 | $60,708,000 | +12.2% | 1,174,233 | +2.4% | 2.32% | -16.6% |
| Q3 2021 | $54,105,000 | -1.0% | 1,147,267 | -1.0% | 2.78% | -5.8% |
| Q2 2021 | $54,627,000 | – | 1,159,206 | – | 2.95% | – |
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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% |