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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |