DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,220,821 | -3.3% | 26,226 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $1,263,045 | +5.2% | 26,226 | -2.9% | 0.06% | 0.0% |
| Q1 2023 | $1,200,188 | +5.8% | 27,013 | -0.9% | 0.06% | +6.9% |
| Q4 2022 | $1,134,538 | +84.2% | 27,266 | +71.9% | 0.06% | +45.0% |
| Q3 2022 | $616,000 | -4.9% | 15,866 | -0.3% | 0.04% | -13.0% |
| Q2 2022 | $648,000 | -16.9% | 15,909 | 0.0% | 0.05% | -28.1% |
| Q1 2022 | $780,000 | -55.0% | 15,909 | -54.7% | 0.06% | -5.9% |
| Q4 2021 | $1,732,000 | +115.2% | 35,094 | +105.7% | 0.07% | +1.5% |
| Q3 2021 | $805,000 | -5.4% | 17,064 | -5.5% | 0.07% | -8.2% |
| Q2 2021 | $851,000 | – | 18,054 | – | 0.07% | – |
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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% |