DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,295,605 | -0.3% | 435,995 | +3.1% | 3.02% | +4.7% |
| Q2 2023 | $20,365,953 | +14.3% | 422,881 | +5.5% | 2.88% | +5.0% |
| Q1 2023 | $17,813,695 | +123812.7% | 400,938 | +16.0% | 2.75% | +15.1% |
| Q4 2022 | $14,376 | -99.9% | 345,488 | -8.4% | 2.39% | -16.0% |
| Q3 2022 | $14,634,000 | +48.2% | 376,972 | +55.6% | 2.84% | +55.0% |
| Q2 2022 | $9,875,000 | -16.4% | 242,324 | +0.5% | 1.83% | -22.9% |
| Q1 2022 | $11,817,000 | +27.6% | 241,069 | +34.6% | 2.38% | +24.1% |
| Q4 2021 | $9,260,000 | +10.7% | 179,110 | +1.0% | 1.91% | +3.3% |
| Q3 2021 | $8,365,000 | +1.0% | 177,378 | +0.9% | 1.85% | -6.2% |
| Q2 2021 | $8,280,000 | – | 175,713 | – | 1.98% | – |
Download | ||||||
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% |