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 | $4,255,811 | -3.3% | 91,425 | 0.0% | 0.45% | -7.0% |
| Q2 2023 | $4,403,004 | +8.4% | 91,425 | +0.0% | 0.48% | -4.2% |
| Q1 2023 | $4,061,857 | +6.8% | 91,421 | 0.0% | 0.51% | -12.2% |
| Q4 2022 | $3,804,048 | +6.4% | 91,421 | -0.7% | 0.58% | -29.6% |
| Q3 2022 | $3,575,000 | +6.2% | 92,087 | +11.5% | 0.82% | -5.7% |
| Q2 2022 | $3,365,000 | -16.7% | 82,570 | +0.2% | 0.87% | -15.4% |
| Q1 2022 | $4,041,000 | -5.1% | 82,434 | +0.1% | 1.02% | -14.0% |
| Q4 2021 | $4,257,000 | – | 82,349 | – | 1.19% | – |
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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% |