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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $202,820 | +8.8% | 4,211 | +0.3% | 0.02% | +7.1% |
| Q1 2023 | $186,480 | +7.1% | 4,197 | +0.3% | 0.01% | -6.7% |
| Q4 2022 | $174,105 | +7.5% | 4,184 | +0.5% | 0.02% | 0.0% |
| Q3 2022 | $162,000 | -4.1% | 4,165 | +0.4% | 0.02% | -6.2% |
| Q2 2022 | $169,000 | -16.7% | 4,149 | +0.4% | 0.02% | -5.9% |
| Q1 2022 | $203,000 | -4.7% | 4,133 | +0.2% | 0.02% | -10.5% |
| Q4 2021 | $213,000 | +9.8% | 4,124 | +0.4% | 0.02% | 0.0% |
| Q3 2021 | $194,000 | – | 4,108 | – | 0.02% | – |
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% |