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 | $331,996 | +9.1% | 7,169 | +12.2% | 0.01% | +16.7% |
Q2 2023 | $304,212 | +6.1% | 6,391 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $286,828 | -18.4% | 6,391 | -23.3% | 0.01% | -14.3% |
Q4 2022 | $351,442 | -15.7% | 8,328 | -22.4% | 0.01% | -30.0% |
Q3 2022 | $417,000 | -7.5% | 10,728 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $451,000 | +39.2% | 10,728 | +67.9% | 0.01% | +66.7% |
Q4 2021 | $324,000 | +5.9% | 6,391 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $306,000 | +0.3% | 6,391 | 0.0% | 0.01% | +20.0% |
Q2 2021 | $305,000 | – | 6,391 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Heritage Wealth Management, Inc./Texas | 797,100 | $33,167,316 | 33.64% |
ML & R WEALTH MANAGEMENT LLC | 2,200,219 | $91,551,104 | 27.36% |
Flagstone Financial Management | 880,683 | $36,645,236 | 22.32% |
G2 CAPITAL MANAGEMENT, LLC / OH | 1,431,639 | $59,570,515 | 21.85% |
Relaxing Retirement Coach | 1,219,692 | $50,751,278 | 18.80% |
Wealthstream Advisors, Inc. | 689,949 | $28,708,796 | 18.71% |
Colony Family Offices, LLC | 1,022,280 | $42,537,071 | 17.72% |
Index Fund Advisors, Inc. | 6,001,925 | $249,740 | 17.56% |
Disciplined Equity Management, Inc. | 438,451 | $18,244 | 16.14% |
KM Capital Management Ltd. | 371,091 | $15,441,126 | 15.36% |