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 | $230,068 | -7.2% | 4,942 | -3.9% | 0.05% | -4.2% |
| Q2 2023 | $247,795 | +8.8% | 5,145 | +0.3% | 0.05% | +2.1% |
| Q1 2023 | $227,832 | -3.2% | 5,128 | -9.4% | 0.05% | -13.0% |
| Q4 2022 | $235,390 | +3.2% | 5,657 | -3.7% | 0.05% | 0.0% |
| Q3 2022 | $228,000 | -62.9% | 5,877 | -57.0% | 0.05% | -58.1% |
| Q2 2022 | $614,000 | -41.0% | 13,678 | -35.5% | 0.13% | -40.3% |
| Q1 2022 | $1,040,000 | +0.6% | 21,218 | +0.2% | 0.22% | 0.0% |
| Q4 2021 | $1,034,000 | -6.6% | 21,176 | -9.8% | 0.22% | -13.9% |
| Q3 2021 | $1,107,000 | -9.1% | 23,472 | -9.2% | 0.25% | -10.0% |
| Q2 2021 | $1,218,000 | – | 25,855 | – | 0.28% | – |
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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% |