DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 261 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,032 | -3.3% | 12,353 | 0.0% | 0.11% | -9.2% |
| Q2 2023 | $594,920 | +6.8% | 12,353 | -1.5% | 0.12% | -4.0% |
| Q1 2023 | $557,063 | +3.5% | 12,538 | -3.1% | 0.12% | +0.8% |
| Q4 2022 | $538,309 | +9.0% | 12,937 | +1.7% | 0.12% | -7.5% |
| Q3 2022 | $494,000 | -4.4% | 12,727 | +0.3% | 0.13% | -7.6% |
| Q2 2022 | $517,000 | -16.7% | 12,690 | +0.2% | 0.14% | -3.4% |
| Q1 2022 | $621,000 | -7.3% | 12,664 | -2.3% | 0.15% | -7.5% |
| Q4 2021 | $670,000 | +6.3% | 12,967 | -2.9% | 0.16% | -7.5% |
| Q3 2021 | $630,000 | -4.7% | 13,355 | -4.8% | 0.17% | -30.1% |
| Q2 2021 | $661,000 | – | 14,027 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 828,320 | $39,891,766 | 35.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,641,151 | $79,037,817 | 34.43% |
| Flagstone Financial Management | 1,140,497 | $54,926,315 | 25.79% |
| ML & R WEALTH MANAGEMENT LLC | 2,319,457 | $111,705,033 | 24.64% |
| Relaxing Retirement Coach | 1,332,675 | $64,181,802 | 19.32% |
| Colony Family Offices, LLC | 936,791 | $45,115,855 | 19.02% |
| Index Fund Advisors, Inc. | 5,970,836 | $287,555,458 | 18.81% |
| Disciplined Equity Management, Inc. | 458,317 | $22,072,547 | 17.98% |
| Wealthstream Advisors, Inc. | 689,459 | $33,204,322 | 17.42% |
| KM Capital Management Ltd. | 465,611 | $22,423,848 | 16.15% |