DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,624,176 | -3.0% | 34,891 | +0.3% | 0.05% | -10.5% |
| Q2 2023 | $1,674,668 | +8.8% | 34,773 | +0.3% | 0.06% | -6.6% |
| Q1 2023 | $1,539,806 | +7.1% | 34,657 | +0.3% | 0.06% | -16.4% |
| Q4 2022 | $1,437,632 | -8.4% | 34,550 | -14.6% | 0.07% | -19.8% |
| Q3 2022 | $1,570,000 | -4.4% | 40,447 | +0.4% | 0.09% | -3.2% |
| Q2 2022 | $1,642,000 | -20.9% | 40,290 | -4.9% | 0.09% | -8.7% |
| Q1 2022 | $2,077,000 | -8.3% | 42,365 | -3.4% | 0.10% | -4.6% |
| Q4 2021 | $2,266,000 | +8.0% | 43,836 | -1.5% | 0.11% | -7.7% |
| Q3 2021 | $2,099,000 | +6.7% | 44,518 | +6.6% | 0.12% | -2.5% |
| Q2 2021 | $1,967,000 | – | 41,749 | – | 0.12% | – |
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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% |