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 | $13,523,000 | +11.9% | 290,507 | +15.8% | 0.85% | +26.2% |
| Q2 2023 | $12,080,000 | +189538.9% | 250,821 | +74.9% | 0.67% | +36.8% |
| Q1 2023 | $6,370 | +1.1% | 143,379 | -5.3% | 0.49% | +20.6% |
| Q4 2022 | $6,302 | -99.9% | 151,460 | +11.7% | 0.41% | -23.2% |
| Q3 2022 | $5,264,000 | +11.9% | 135,604 | +41.3% | 0.53% | -35.4% |
| Q1 2022 | $4,703,000 | -28.6% | 95,939 | -24.7% | 0.82% | +117.5% |
| Q4 2021 | $6,585,000 | +12.3% | 127,367 | +2.4% | 0.38% | -4.5% |
| Q3 2021 | $5,865,000 | -0.8% | 124,355 | -0.9% | 0.40% | +1.0% |
| Q2 2021 | $5,913,000 | – | 125,486 | – | 0.39% | – |
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% |