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 | $474,345 | -3.5% | 10,190 | -0.1% | 0.13% | -1.6% |
| Q2 2023 | $491,473 | +8.4% | 10,205 | 0.0% | 0.13% | +2.4% |
| Q1 2023 | $453,408 | +6.8% | 10,205 | 0.0% | 0.13% | -4.5% |
| Q4 2022 | $424,630 | +7.2% | 10,205 | 0.0% | 0.13% | +0.8% |
| Q3 2022 | $396,000 | -4.8% | 10,205 | 0.0% | 0.13% | -2.2% |
| Q2 2022 | $416,000 | -22.1% | 10,205 | -1.1% | 0.13% | -8.2% |
| Q4 2021 | $534,000 | +9.7% | 10,320 | 0.0% | 0.15% | +2.1% |
| Q3 2021 | $487,000 | +0.2% | 10,320 | 0.0% | 0.14% | -2.1% |
| Q2 2021 | $486,000 | – | 10,320 | – | 0.15% | – |
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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% |