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 | $2,327,192 | -3.2% | 49,993 | +0.1% | 1.04% | +1.2% |
| Q2 2023 | $2,404,339 | +8.5% | 49,924 | +0.1% | 1.03% | +8.8% |
| Q1 2023 | $2,216,115 | +6.5% | 49,879 | -0.3% | 0.95% | +0.2% |
| Q4 2022 | $2,081,480 | +4.3% | 50,024 | -2.7% | 0.94% | -6.7% |
| Q3 2022 | $1,995,000 | -3.2% | 51,393 | +1.6% | 1.01% | +33.5% |
| Q2 2022 | $2,062,000 | -22.3% | 50,593 | -1.5% | 0.76% | -61.5% |
| Q4 2021 | $2,655,000 | +8.1% | 51,362 | -1.4% | 1.97% | +0.6% |
| Q3 2021 | $2,456,000 | -0.6% | 52,072 | -0.7% | 1.96% | -11.1% |
| Q2 2021 | $2,472,000 | – | 52,457 | – | 2.20% | – |
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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% |