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 | $3,278,284 | -4.7% | 70,425 | -1.4% | 0.53% | +10.4% |
| Q2 2023 | $3,439,148 | +22.6% | 71,411 | +13.1% | 0.48% | +17.4% |
| Q1 2023 | $2,804,089 | +5.7% | 63,113 | -1.0% | 0.41% | -1.4% |
| Q4 2022 | $2,652,626 | +30.2% | 63,750 | +21.5% | 0.41% | +16.9% |
| Q3 2022 | $2,037,000 | +17.7% | 52,465 | +23.6% | 0.35% | +22.1% |
| Q2 2022 | $1,730,000 | – | 42,453 | – | 0.29% | – |
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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% |