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 | $1,279,241 | -3.3% | 27,481 | 0.0% | 0.29% | +3.6% |
| Q2 2023 | $1,323,485 | +9.1% | 27,481 | +0.7% | 0.28% | +9.4% |
| Q1 2023 | $1,212,983 | +6.8% | 27,301 | 0.0% | 0.26% | +9.4% |
| Q4 2022 | $1,135,995 | +7.2% | 27,301 | 0.0% | 0.23% | -3.7% |
| Q3 2022 | $1,060,000 | -4.8% | 27,301 | 0.0% | 0.24% | -12.6% |
| Q2 2022 | $1,113,000 | -16.8% | 27,301 | 0.0% | 0.28% | -2.8% |
| Q1 2022 | $1,338,000 | -5.9% | 27,301 | -0.8% | 0.29% | +5.5% |
| Q4 2021 | $1,422,000 | +9.6% | 27,509 | 0.0% | 0.27% | -13.4% |
| Q3 2021 | $1,297,000 | -1.8% | 27,509 | -1.9% | 0.31% | -16.5% |
| Q2 2021 | $1,321,000 | – | 28,029 | – | 0.38% | – |
Download | ||||||
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% |