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 | $14,306,143 | +6.8% | 307,331 | +10.5% | 0.18% | -18.7% |
| Q2 2023 | $13,400,427 | -2.7% | 278,247 | -10.2% | 0.22% | -6.8% |
| Q1 2023 | $13,771,444 | -0.6% | 309,959 | -6.9% | 0.24% | -12.6% |
| Q4 2022 | $13,852,255 | +9.4% | 332,907 | +2.1% | 0.27% | -4.9% |
| Q3 2022 | $12,666,000 | -7.2% | 326,201 | -2.6% | 0.28% | -1.7% |
| Q2 2022 | $13,649,000 | -23.6% | 335,038 | -8.0% | 0.29% | +17.6% |
| Q1 2022 | $17,860,000 | +64.7% | 364,342 | +73.7% | 0.24% | -13.4% |
| Q4 2021 | $10,846,000 | +7.5% | 209,793 | -1.9% | 0.28% | +13.7% |
| Q3 2021 | $10,089,000 | +478.2% | 213,937 | +477.7% | 0.25% | +301.6% |
| Q2 2021 | $1,745,000 | – | 37,035 | – | 0.06% | – |
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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% |