DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,314 | -7.8% | 8,793 | -4.6% | 0.01% | -7.1% |
| Q2 2023 | $444,083 | +8.4% | 9,221 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $409,689 | +6.8% | 9,221 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $383,686 | +4.5% | 9,221 | -2.5% | 0.01% | -12.5% |
| Q3 2022 | $367,000 | -8.9% | 9,453 | -4.3% | 0.02% | +33.3% |
| Q2 2022 | $403,000 | -20.2% | 9,878 | -4.1% | 0.01% | -60.0% |
| Q1 2022 | $505,000 | -5.3% | 10,302 | 0.0% | 0.03% | -42.3% |
| Q4 2021 | $533,000 | +5.5% | 10,302 | -3.7% | 0.05% | -1.9% |
| Q3 2021 | $505,000 | +0.2% | 10,702 | 0.0% | 0.05% | +12.8% |
| Q2 2021 | $504,000 | – | 10,702 | – | 0.05% | – |
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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% |