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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,633,276 | -3.2% | 56,569 | +0.1% | 0.20% | +4.3% |
| Q2 2023 | $2,720,403 | +8.1% | 56,487 | -0.3% | 0.19% | 0.0% |
| Q1 2023 | $2,517,326 | +7.0% | 56,658 | +0.2% | 0.19% | -2.1% |
| Q4 2022 | $2,353,368 | +7.5% | 56,558 | +0.3% | 0.19% | -9.9% |
| Q3 2022 | $2,190,000 | -5.2% | 56,408 | -0.5% | 0.21% | -1.9% |
| Q2 2022 | $2,310,000 | -16.7% | 56,694 | +0.2% | 0.22% | +1.9% |
| Q1 2022 | $2,773,000 | -13.7% | 56,577 | -9.0% | 0.21% | -10.9% |
| Q4 2021 | $3,215,000 | +7.8% | 62,183 | -1.7% | 0.24% | +0.8% |
| Q3 2021 | $2,983,000 | -0.2% | 63,247 | +0.1% | 0.24% | -2.9% |
| Q2 2021 | $2,989,000 | – | 63,159 | – | 0.24% | – |
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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% |