DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 261 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,303,633 | -3.3% | 28,005 | 0.0% | 0.08% | -33.1% |
| Q2 2023 | $1,348,721 | +8.4% | 28,005 | 0.0% | 0.13% | -2.3% |
| Q1 2023 | $1,244,262 | +32.4% | 28,005 | +24.0% | 0.13% | +27.5% |
| Q4 2022 | $939,928 | +7.2% | 22,589 | 0.0% | 0.10% | -67.2% |
| Q3 2022 | $877,000 | -9.8% | 22,589 | -5.3% | 0.31% | -2.8% |
| Q2 2022 | $972,000 | +12.8% | 23,859 | +35.6% | 0.32% | +32.8% |
| Q1 2022 | $862,000 | -5.3% | 17,593 | 0.0% | 0.24% | -30.1% |
| Q4 2021 | $910,000 | -12.5% | 17,593 | -20.3% | 0.34% | -26.9% |
| Q3 2021 | $1,040,000 | 0.0% | 22,062 | 0.0% | 0.47% | +0.2% |
| Q2 2021 | $1,040,000 | – | 22,062 | – | 0.47% | – |
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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% |