DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 555 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,232,295 | +10.0% | 56,727 | +0.1% | 0.20% | -2.5% |
| Q4 2023 | $2,937,564 | +11.6% | 56,677 | +0.2% | 0.20% | +3.1% |
| 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 | 828,320 | $39,891,766 | 35.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,641,151 | $79,037,817 | 34.43% |
| Flagstone Financial Management | 1,140,497 | $54,926,315 | 25.79% |
| ML & R WEALTH MANAGEMENT LLC | 2,319,457 | $111,705,033 | 24.64% |
| Relaxing Retirement Coach | 1,332,675 | $64,181,802 | 19.32% |
| Colony Family Offices, LLC | 936,791 | $45,115,855 | 19.02% |
| Index Fund Advisors, Inc. | 5,970,836 | $287,555,458 | 18.81% |
| Disciplined Equity Management, Inc. | 458,317 | $22,072,547 | 17.98% |
| Wealthstream Advisors, Inc. | 689,459 | $33,204,322 | 17.42% |
| KM Capital Management Ltd. | 465,611 | $22,423,848 | 16.15% |