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 | $5,625,847 | -9.0% | 120,856 | -5.9% | 0.74% | -7.9% |
| Q2 2023 | $6,182,540 | +7.6% | 128,375 | -0.7% | 0.81% | +6.9% |
| Q1 2023 | $5,746,132 | +5.4% | 129,330 | -1.3% | 0.75% | +2.4% |
| Q4 2022 | $5,451,950 | -2.0% | 131,025 | -8.6% | 0.74% | -8.1% |
| Q3 2022 | $5,566,000 | +97.0% | 143,375 | +106.8% | 0.80% | +117.7% |
| Q2 2022 | $2,825,000 | +247.9% | 69,327 | +318.7% | 0.37% | +308.9% |
| Q1 2022 | $812,000 | – | 16,557 | – | 0.09% | – |
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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% |