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 | $2,630,820 | +5.9% | 56,516 | +9.6% | 0.39% | +6.2% |
| Q2 2023 | $2,484,382 | +2.7% | 51,586 | -5.2% | 0.37% | -4.2% |
| Q1 2023 | $2,418,369 | +46.3% | 54,431 | +37.0% | 0.38% | +32.8% |
| Q4 2022 | $1,653,207 | +102.6% | 39,731 | +89.1% | 0.29% | +82.4% |
| Q3 2022 | $816,000 | +27.7% | 21,016 | +34.0% | 0.16% | +27.2% |
| Q2 2022 | $639,000 | -16.9% | 15,686 | 0.0% | 0.12% | -12.0% |
| Q1 2022 | $769,000 | -5.2% | 15,686 | 0.0% | 0.14% | -6.6% |
| Q4 2021 | $811,000 | +178.7% | 15,686 | +154.0% | 0.15% | +157.6% |
| Q3 2021 | $291,000 | 0.0% | 6,176 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $291,000 | – | 6,176 | – | 0.06% | – |
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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% |