DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,002 | -3.3% | 21,515 | 0.0% | 0.33% | -1.8% |
| Q2 2023 | $1,036 | +9.9% | 21,515 | +1.4% | 0.34% | +3.7% |
| Q1 2023 | $943 | +6.8% | 21,215 | 0.0% | 0.33% | +5.8% |
| Q4 2022 | $883 | -99.9% | 21,215 | -0.7% | 0.31% | -4.0% |
| Q3 2022 | $830,000 | -4.7% | 21,368 | 0.0% | 0.32% | -1.8% |
| Q2 2022 | $871,000 | -16.8% | 21,368 | 0.0% | 0.33% | -7.3% |
| Q1 2022 | $1,047,000 | -8.5% | 21,368 | -3.4% | 0.35% | -6.3% |
| Q4 2021 | $1,144,000 | +10.6% | 22,126 | +0.9% | 0.38% | +2.7% |
| Q3 2021 | $1,034,000 | +0.1% | 21,926 | +0.0% | 0.37% | -1.6% |
| Q2 2021 | $1,033,000 | – | 21,925 | – | 0.37% | – |
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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% |