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 | $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% | – |
Download |
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% |