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 | $15,946,642 | +26.7% | 342,570 | +31.1% | 0.62% | +30.1% |
| Q2 2023 | $12,584,656 | +69.9% | 261,309 | +56.8% | 0.48% | +57.2% |
| Q1 2023 | $7,406,214 | +0.6% | 166,694 | -5.8% | 0.30% | -7.6% |
| Q4 2022 | $7,363,264 | +20.4% | 176,959 | +12.4% | 0.33% | +4.4% |
| Q3 2022 | $6,114,000 | -1.1% | 157,500 | +3.8% | 0.32% | -23.0% |
| Q2 2022 | $6,181,000 | +3.4% | 151,676 | +24.4% | 0.41% | +22.5% |
| Q1 2022 | $5,977,000 | -14.1% | 121,935 | -9.4% | 0.33% | -9.2% |
| Q4 2021 | $6,956,000 | +21.0% | 134,555 | +10.3% | 0.37% | +8.2% |
| Q3 2021 | $5,750,000 | +0.1% | 121,935 | 0.0% | 0.34% | -0.3% |
| Q2 2021 | $5,746,000 | – | 121,935 | – | 0.34% | – |
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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% |