DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,134,306 | -4.0% | 1,420,715 | -0.6% | 6.24% | +0.8% |
| Q2 2023 | $68,859,655 | +6.7% | 1,429,810 | -1.6% | 6.19% | +1.8% |
| Q1 2023 | $64,540,056 | +4.9% | 1,452,623 | -1.8% | 6.09% | +1.1% |
| Q4 2022 | $61,544,228 | +5.9% | 1,479,073 | -1.2% | 6.02% | -5.6% |
| Q3 2022 | $58,139,000 | -5.1% | 1,497,648 | -0.3% | 6.38% | -1.4% |
| Q2 2022 | $61,233,000 | -14.2% | 1,502,656 | +3.2% | 6.47% | -4.0% |
| Q1 2022 | $71,373,000 | -5.7% | 1,456,008 | -0.5% | 6.74% | -5.6% |
| Q4 2021 | $75,657,000 | +9.1% | 1,463,381 | -0.5% | 7.13% | +0.2% |
| Q3 2021 | $69,360,000 | -3.1% | 1,470,740 | -3.2% | 7.12% | -33.4% |
| Q2 2021 | $71,585,000 | – | 1,519,050 | – | 10.69% | – |
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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% |