DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,900,654 | -57.9% | 40,830 | -56.4% | 0.01% | -50.0% |
Q2 2023 | $4,511,524 | -99.7% | 93,669 | -0.9% | 0.02% | -99.6% |
Q1 2023 | $1,762,478,001 | +44762.0% | 94,524 | +81.3% | 4.16% | +16524.0% |
Q4 2022 | $3,928,667 | +6.8% | 52,123 | -45.0% | 0.02% | -43.2% |
Q3 2022 | $3,677,000 | +75.4% | 94,730 | +23.4% | 0.04% | +91.3% |
Q2 2022 | $2,096,000 | -9.4% | 76,750 | +62.7% | 0.02% | -36.1% |
Q1 2022 | $2,313,000 | – | 47,184 | – | 0.04% | – |
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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% |