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 | $3,051,014 | -6.1% | 65,543 | -2.8% | 0.49% | -24.9% |
| Q2 2023 | $3,248,997 | +7.6% | 67,463 | -0.7% | 0.65% | -1.2% |
| Q1 2023 | $3,018,244 | +6.8% | 67,933 | 0.0% | 0.66% | -3.7% |
| Q4 2022 | $2,826,674 | +5.1% | 67,933 | -2.0% | 0.68% | -8.1% |
| Q3 2022 | $2,690,000 | -9.9% | 69,301 | -5.5% | 0.74% | +20.2% |
| Q2 2022 | $2,987,000 | -17.2% | 73,301 | -0.4% | 0.62% | -29.4% |
| Q1 2022 | $3,609,000 | -5.2% | 73,626 | 0.0% | 0.88% | +4.7% |
| Q4 2021 | $3,806,000 | +4.0% | 73,626 | -5.2% | 0.84% | -16.8% |
| Q3 2021 | $3,661,000 | +0.1% | 77,637 | +0.1% | 1.01% | -13.3% |
| Q2 2021 | $3,656,000 | – | 77,578 | – | 1.16% | – |
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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% |