DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
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 | 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% |