DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 261 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,403,583 | +7.5% | 30,152 | +11.2% | 0.93% | +4.8% |
| Q2 2023 | $1,306,123 | +19.4% | 27,120 | +10.1% | 0.89% | +10.4% |
| Q1 2023 | $1,094,287 | +14.6% | 24,629 | +7.4% | 0.81% | +10.2% |
| Q4 2022 | $955,000 | +41.5% | 22,940 | +32.0% | 0.73% | +32.4% |
| Q3 2022 | $675,000 | +32.4% | 17,379 | +38.8% | 0.55% | +37.2% |
| Q2 2022 | $510,000 | +67.2% | 12,524 | +112.1% | 0.40% | +108.8% |
| Q4 2021 | $305,000 | +10.1% | 5,904 | +0.4% | 0.19% | -0.5% |
| Q3 2021 | $277,000 | +0.4% | 5,881 | +0.3% | 0.19% | +1.6% |
| Q2 2021 | $276,000 | – | 5,865 | – | 0.19% | – |
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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% |