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 | 828,320 | $39,891,766 | 35.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,641,151 | $79,037,817 | 34.43% |
| Flagstone Financial Management | 1,140,497 | $54,926,315 | 25.79% |
| ML & R WEALTH MANAGEMENT LLC | 2,319,457 | $111,705,033 | 24.64% |
| Relaxing Retirement Coach | 1,332,675 | $64,181,802 | 19.32% |
| Colony Family Offices, LLC | 936,791 | $45,115,855 | 19.02% |
| Index Fund Advisors, Inc. | 5,970,836 | $287,555,458 | 18.81% |
| Disciplined Equity Management, Inc. | 458,317 | $22,072,547 | 17.98% |
| Wealthstream Advisors, Inc. | 689,459 | $33,204,322 | 17.42% |
| KM Capital Management Ltd. | 465,611 | $22,423,848 | 16.15% |