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 | $4,138,078 | -7.7% | 88,895 | -4.5% | 0.56% | -8.5% |
| Q2 2023 | $4,484,585 | +7.0% | 93,118 | -1.3% | 0.61% | -0.5% |
| Q1 2023 | $4,192,966 | +6.5% | 94,372 | -0.2% | 0.61% | -1.6% |
| Q4 2022 | $3,935,301 | +7.4% | 94,576 | +0.2% | 0.62% | +2.1% |
| Q3 2022 | $3,664,000 | -1.8% | 94,382 | +3.0% | 0.61% | +4.5% |
| Q2 2022 | $3,733,000 | -17.8% | 91,598 | -1.1% | 0.58% | +4.8% |
| Q1 2022 | $4,541,000 | -4.0% | 92,636 | +1.2% | 0.56% | -0.2% |
| Q4 2021 | $4,730,000 | +7.1% | 91,494 | -2.3% | 0.56% | -8.5% |
| Q3 2021 | $4,416,000 | +0.6% | 93,633 | +0.5% | 0.61% | +0.7% |
| Q2 2021 | $4,391,000 | – | 93,175 | – | 0.61% | – |
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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% |