DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,565,745 | -2.8% | 6,005,709 | +0.6% | 18.57% | -1.3% |
| Q2 2023 | $287,555,458 | +8.1% | 5,970,836 | -0.2% | 18.81% | +3.5% |
| Q1 2023 | $265,941,489 | +106387.3% | 5,985,629 | -0.3% | 18.17% | +3.5% |
| Q4 2022 | $249,740 | -99.9% | 6,001,925 | -0.9% | 17.56% | -3.6% |
| Q3 2022 | $235,203,000 | -2.0% | 6,058,815 | +2.9% | 18.21% | +0.2% |
| Q2 2022 | $239,972,000 | -20.0% | 5,888,877 | -3.8% | 18.17% | -11.1% |
| Q1 2022 | $299,953,000 | -5.9% | 6,118,988 | -0.7% | 20.45% | -9.7% |
| Q4 2021 | $318,596,000 | – | 6,162,397 | – | 22.66% | – |
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% |