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 | $1,447,269 | -3.8% | 31,091 | -0.5% | 0.07% | +1.4% |
| Q2 2023 | $1,504,925 | +3.9% | 31,248 | -4.2% | 0.07% | -8.0% |
| Q1 2023 | $1,448,452 | +3.2% | 32,601 | -3.3% | 0.08% | 0.0% |
| Q4 2022 | $1,403,390 | +5.9% | 33,727 | -1.2% | 0.08% | -6.2% |
| Q3 2022 | $1,325,000 | -14.7% | 34,138 | -10.4% | 0.08% | -9.1% |
| Q2 2022 | $1,553,000 | -13.6% | 38,109 | +3.9% | 0.09% | -2.2% |
| Q1 2022 | $1,798,000 | +5.1% | 36,671 | +10.8% | 0.09% | +8.4% |
| Q4 2021 | $1,711,000 | +12.3% | 33,104 | +2.4% | 0.08% | +1.2% |
| Q2 2021 | $1,524,000 | – | 32,336 | – | 0.08% | – |
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% |