DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $873,231 | -3.9% | 18,759 | -0.6% | 0.35% | +1.7% |
| Q2 2023 | $908,442 | +8.4% | 18,863 | 0.0% | 0.34% | +6.8% |
| Q1 2023 | $838,083 | +6.8% | 18,863 | 0.0% | 0.32% | 0.0% |
| Q4 2022 | $784,889 | +6.1% | 18,863 | -1.1% | 0.32% | -1.2% |
| Q3 2022 | $740,000 | -4.8% | 19,075 | 0.0% | 0.33% | -4.7% |
| Q2 2022 | $777,000 | -19.0% | 19,075 | +2.8% | 0.34% | +1.2% |
| Q4 2021 | $959,000 | +9.5% | 18,550 | -0.2% | 0.34% | +0.6% |
| Q3 2021 | $876,000 | 0.0% | 18,580 | 0.0% | 0.34% | +20.8% |
| Q2 2021 | $876,000 | – | 18,580 | – | 0.28% | – |
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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% |