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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,503 | +11.0% | 317,386 | -0.6% | 0.89% | +10.5% |
| Q3 2023 | $14,866 | -3.5% | 319,351 | -0.2% | 0.81% | -1.3% |
| Q2 2023 | $15,412 | +8.4% | 320,023 | -0.0% | 0.82% | +4.2% |
| Q1 2023 | $14,223 | +6.9% | 320,119 | +0.1% | 0.78% | -0.5% |
| Q4 2022 | $13,310 | -99.9% | 319,867 | +2.0% | 0.79% | -3.9% |
| Q3 2022 | $12,173,000 | +7.1% | 313,567 | +12.4% | 0.82% | +7.3% |
| Q2 2022 | $11,365,000 | -12.5% | 278,887 | +5.3% | 0.76% | -6.5% |
| Q1 2022 | $12,986,000 | +6.0% | 264,918 | +11.8% | 0.82% | +4.9% |
| Q4 2021 | $12,251,000 | +8.8% | 236,960 | +0.0% | 0.78% | +5.1% |
| Q3 2021 | $11,263,000 | +0.9% | 236,959 | 0.0% | 0.74% | -0.3% |
| Q2 2021 | $11,167,000 | – | 236,959 | – | 0.74% | – |
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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% |