DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 571 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,652,762 | +4.1% | 79,061 | +0.8% | 0.30% | -10.5% |
| Q1 2024 | $4,470,321 | +14.4% | 78,454 | +4.0% | 0.33% | +16.4% |
| Q4 2023 | $3,908,863 | +11.6% | 75,417 | +0.3% | 0.29% | -3.1% |
| Q3 2023 | $3,501,258 | -0.3% | 75,215 | +3.2% | 0.30% | -5.1% |
| Q2 2023 | $3,510,236 | +12.6% | 72,887 | +3.9% | 0.31% | +6.9% |
| Q1 2023 | $3,116,764 | +109838.8% | 70,150 | +2.9% | 0.29% | +3.2% |
| Q4 2022 | $2,835 | -99.9% | 68,149 | +5.5% | 0.28% | +23.7% |
| Q3 2022 | $2,507,000 | +264.4% | 64,583 | +282.3% | 0.23% | +212.3% |
| Q2 2022 | $688,000 | -13.2% | 16,895 | +10.1% | 0.07% | -5.2% |
| Q4 2021 | $793,000 | +13.8% | 15,342 | +3.7% | 0.08% | +2.7% |
| Q3 2021 | $697,000 | +0.1% | 14,790 | 0.0% | 0.08% | -2.6% |
| Q2 2021 | $696,000 | – | 14,790 | – | 0.08% | – |
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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% |