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 | $16,893,044 | +45.8% | 362,901 | +50.8% | 0.80% | +32.8% |
| Q2 2023 | $11,589,533 | +35.7% | 240,646 | +25.2% | 0.60% | +20.2% |
| Q1 2023 | $8,542,857 | +66.6% | 192,277 | +56.0% | 0.50% | +42.9% |
| Q4 2022 | $5,127,427 | +19.7% | 123,226 | +11.7% | 0.35% | +7.0% |
| Q3 2022 | $4,284,000 | +0.0% | 110,350 | +5.0% | 0.33% | -0.6% |
| Q2 2022 | $4,282,000 | -11.9% | 105,086 | +11.8% | 0.33% | -5.2% |
| Q4 2021 | $4,861,000 | -0.7% | 94,030 | -9.4% | 0.35% | -5.7% |
| Q3 2021 | $4,893,000 | +16.5% | 103,760 | +16.4% | 0.37% | +10.5% |
| Q2 2021 | $4,199,000 | – | 89,105 | – | 0.33% | – |
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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% |