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 | $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% | – |
Download |
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% |