DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,574,724 | -4.4% | 291,616 | -1.1% | 1.34% | -5.9% |
| Q2 2023 | $14,194,809 | +7.0% | 294,743 | -1.3% | 1.42% | -1.6% |
| Q1 2023 | $13,263,987 | +5.4% | 298,537 | -1.3% | 1.44% | -4.3% |
| Q4 2022 | $12,581,101 | -14.1% | 302,358 | -19.9% | 1.51% | -27.7% |
| Q3 2022 | $14,651,000 | -9.0% | 377,403 | -4.5% | 2.08% | -25.2% |
| Q2 2022 | $16,104,000 | -19.4% | 395,192 | -3.0% | 2.78% | -12.7% |
| Q1 2022 | $19,973,000 | -5.0% | 407,452 | +0.2% | 3.19% | -4.4% |
| Q4 2021 | $21,028,000 | +13.6% | 406,729 | +3.7% | 3.34% | -9.1% |
| Q3 2021 | $18,504,000 | +7.7% | 392,356 | +7.6% | 3.67% | -8.0% |
| Q2 2021 | $17,183,000 | – | 364,625 | – | 3.99% | – |
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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% |