DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,187,798 | -2.1% | 132,928 | +1.3% | 0.00% | 0.0% |
| Q2 2023 | $6,319,170 | +16.4% | 131,212 | +7.4% | 0.00% | 0.0% |
| Q1 2023 | $5,429,924 | +56.1% | 122,213 | +46.2% | 0.00% | +100.0% |
| Q4 2022 | $3,478,513 | -13.6% | 83,598 | -19.4% | 0.00% | -50.0% |
| Q3 2022 | $4,028,000 | -17.3% | 103,752 | -13.1% | 0.00% | 0.0% |
| Q2 2022 | $4,868,000 | +37.9% | 119,451 | +65.8% | 0.00% | +100.0% |
| Q1 2022 | $3,531,000 | -7.6% | 72,029 | -2.6% | 0.00% | 0.0% |
| Q4 2021 | $3,823,000 | +34.5% | 73,946 | +22.7% | 0.00% | 0.0% |
| Q3 2021 | $2,842,000 | -15.2% | 60,258 | -15.3% | 0.00% | 0.0% |
| Q2 2021 | $3,351,000 | – | 71,113 | – | 0.00% | – |
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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% |