DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
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% | – |
Download | ||||||
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% |