DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 828,320 | $39,891,766 | 35.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,641,151 | $79,037,817 | 34.43% |
| Flagstone Financial Management | 1,140,497 | $54,926,315 | 25.79% |
| ML & R WEALTH MANAGEMENT LLC | 2,319,457 | $111,705,033 | 24.64% |
| Relaxing Retirement Coach | 1,332,675 | $64,181,802 | 19.32% |
| Colony Family Offices, LLC | 936,791 | $45,115,855 | 19.02% |
| Index Fund Advisors, Inc. | 5,970,836 | $287,555,458 | 18.81% |
| Disciplined Equity Management, Inc. | 458,317 | $22,072,547 | 17.98% |
| Wealthstream Advisors, Inc. | 689,459 | $33,204,322 | 17.42% |
| KM Capital Management Ltd. | 465,611 | $22,423,848 | 16.15% |