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 | $13,311,921 | -18.9% | 404,770 | +21.3% | 0.12% | -17.5% |
| Q2 2023 | $16,409,936 | +45.1% | 333,612 | +31.1% | 0.14% | +32.4% |
| Q1 2023 | $11,308,776 | +92.0% | 254,530 | +6.5% | 0.11% | -63.5% |
| Q4 2022 | $5,889,004 | -10.0% | 238,929 | +41.7% | 0.30% | +294.7% |
| Q3 2022 | $6,545,000 | +11.7% | 168,595 | +17.2% | 0.08% | +44.2% |
| Q2 2022 | $5,862,000 | +106.2% | 143,857 | +161.6% | 0.05% | +147.6% |
| Q4 2021 | $2,843,000 | +23.6% | 54,986 | +12.7% | 0.02% | +40.0% |
| Q3 2021 | $2,301,000 | +187.3% | 48,781 | +186.9% | 0.02% | +114.3% |
| Q2 2021 | $801,000 | – | 17,005 | – | 0.01% | – |
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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% |