DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517,094 | -6.3% | 11,108 | -3.1% | 0.04% | -2.8% |
| Q2 2023 | $551,883 | +66.9% | 11,459 | +54.0% | 0.04% | +56.5% |
| Q1 2023 | $330,664 | +13.6% | 7,442 | +6.4% | 0.02% | -23.3% |
| Q4 2022 | $291,021 | -33.6% | 6,994 | -38.1% | 0.03% | -21.1% |
| Q3 2022 | $438,000 | -2.9% | 11,293 | +1.9% | 0.04% | 0.0% |
| Q2 2022 | $451,000 | +10.3% | 11,077 | +32.7% | 0.04% | +22.6% |
| Q1 2022 | $409,000 | -4.7% | 8,350 | +0.6% | 0.03% | +3.3% |
| Q4 2021 | $429,000 | +24.0% | 8,302 | +13.3% | 0.03% | -9.1% |
| Q3 2021 | $346,000 | +0.3% | 7,326 | +0.2% | 0.03% | -23.3% |
| Q2 2021 | $345,000 | – | 7,315 | – | 0.04% | – |
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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% |