DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 460 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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% | – |
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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% |