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 | $49,821,797 | -7.5% | 1,070,286 | -4.3% | 1.76% | -4.1% |
Q2 2023 | $53,833,743 | +3.9% | 1,117,810 | -4.2% | 1.84% | +0.5% |
Q1 2023 | $51,815,910 | +4.9% | 1,166,237 | -1.7% | 1.83% | -25.2% |
Q4 2022 | $49,394,192 | +5.8% | 1,186,949 | -1.3% | 2.44% | -9.2% |
Q3 2022 | $46,669,000 | -6.9% | 1,202,198 | -2.2% | 2.69% | -4.1% |
Q2 2022 | $50,101,000 | -17.6% | 1,229,469 | -0.9% | 2.81% | -8.8% |
Q1 2022 | $60,786,000 | -5.8% | 1,240,029 | -0.6% | 3.08% | -2.3% |
Q4 2021 | $64,515,000 | +9.0% | 1,247,869 | -0.6% | 3.15% | -0.5% |
Q3 2021 | $59,189,000 | -0.4% | 1,255,062 | -0.5% | 3.17% | -1.4% |
Q2 2021 | $59,431,000 | – | 1,261,148 | – | 3.21% | – |
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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% |