DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $847,949 | -3.1% | 18,216 | +0.3% | 0.04% | -6.5% |
| Q2 2023 | $875,013 | +8.7% | 18,169 | +0.3% | 0.05% | 0.0% |
| Q1 2023 | $805,178 | +7.1% | 18,122 | +0.3% | 0.05% | -2.1% |
| Q4 2022 | $751,836 | +7.7% | 18,069 | +0.4% | 0.05% | -11.3% |
| Q3 2022 | $698,000 | -4.4% | 17,990 | +0.4% | 0.05% | -17.2% |
| Q2 2022 | $730,000 | -20.9% | 17,923 | +0.3% | 0.06% | -5.9% |
| Q4 2021 | $923,000 | +9.9% | 17,861 | +0.3% | 0.07% | 0.0% |
| Q3 2021 | $840,000 | +0.2% | 17,810 | +0.2% | 0.07% | +28.3% |
| Q2 2021 | $838,000 | – | 17,774 | – | 0.05% | – |
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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% |