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 | $44,823,228 | -2.2% | 962,905 | +1.2% | 4.13% | -1.2% |
| Q2 2023 | $45,836,643 | +7.4% | 951,758 | -0.9% | 4.18% | -1.1% |
| Q1 2023 | $42,674,253 | +8.0% | 960,483 | +1.2% | 4.22% | -0.6% |
| Q4 2022 | $39,507,644 | +8.0% | 949,475 | +0.7% | 4.25% | -1.1% |
| Q3 2022 | $36,595,000 | -5.1% | 942,673 | -0.4% | 4.30% | +1.3% |
| Q2 2022 | $38,550,000 | -17.3% | 946,019 | -0.5% | 4.24% | -6.4% |
| Q1 2022 | $46,599,000 | -7.4% | 950,621 | -2.3% | 4.53% | +1.2% |
| Q4 2021 | $50,306,000 | +12.0% | 973,043 | +1.9% | 4.48% | -2.9% |
| Q3 2021 | $44,919,000 | -0.0% | 954,672 | +0.1% | 4.61% | -1.3% |
| Q2 2021 | $44,940,000 | – | 953,634 | – | 4.68% | – |
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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% |