DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,598,981 | -7.6% | 582,927 | -0.7% | 1.43% | -4.2% |
| Q2 2023 | $28,787,128 | +8.8% | 587,133 | -0.8% | 1.50% | -3.0% |
| Q1 2023 | $26,462,612 | +1.1% | 591,740 | +2.2% | 1.54% | -3.7% |
| Q4 2022 | $26,183,375 | +15.8% | 579,150 | +5.9% | 1.60% | -0.7% |
| Q3 2022 | $22,618,000 | -3.1% | 546,864 | +4.3% | 1.61% | -4.5% |
| Q2 2022 | $23,345,000 | +17.3% | 524,143 | +11.5% | 1.69% | +11.2% |
| Q1 2022 | $19,908,000 | -9.4% | 470,200 | +2.2% | 1.52% | -2.4% |
| Q4 2021 | $21,978,000 | -4.4% | 460,087 | +1.9% | 1.56% | -3.3% |
| Q3 2021 | $22,998,000 | -46.1% | 451,288 | -48.8% | 1.61% | +1.8% |
| Q2 2021 | $42,634,000 | – | 881,572 | – | 1.58% | – |
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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% |