DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $299,572 | +11.7% | 5,780 | +0.3% | 0.09% | +4.7% |
| Q3 2023 | $268,212 | -3.1% | 5,762 | +0.2% | 0.08% | -4.5% |
| Q2 2023 | $276,828 | +8.7% | 5,748 | +0.2% | 0.09% | +3.5% |
| Q1 2023 | $254,788 | +1.0% | 5,735 | -5.4% | 0.09% | -5.5% |
| Q4 2022 | $252,252 | -4.4% | 6,062 | -11.0% | 0.09% | -11.7% |
| Q3 2022 | $264,000 | -4.7% | 6,813 | +0.2% | 0.10% | +2.0% |
| Q2 2022 | $277,000 | -16.8% | 6,797 | +0.2% | 0.10% | -4.7% |
| Q1 2022 | $333,000 | -4.9% | 6,783 | +0.1% | 0.11% | -7.0% |
| Q4 2021 | $350,000 | +9.7% | 6,774 | +0.2% | 0.11% | +0.9% |
| Q3 2021 | $319,000 | – | 6,759 | – | 0.11% | – |
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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% |