SP Asset Management - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
SP Asset Management ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2022$587,000
-4.2%
15,113
+0.4%
0.08%
+2.6%
Q2 2022$613,000
-16.6%
15,053
+0.4%
0.08%
-1.3%
Q1 2022$735,0000.0%14,998
+0.2%
0.08%
+6.8%
Q4 2021$735,000
-0.8%
14,964
+0.4%
0.07%
-3.9%
Q3 2021$741,00014,9050.08%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2022
NameSharesValueWeighting ↓
Heritage Wealth Management, Inc./Texas 813,615$37,873,62134.38%
G2 CAPITAL MANAGEMENT, LLC / OH 1,645,694$76,607,06334.38%
ML & R WEALTH MANAGEMENT LLC 2,314,812$107,754,50928.14%
Flagstone Financial Management 1,221,479$56,859,85626.01%
Colony Family Offices, LLC 937,930$43,660,64218.63%
Index Fund Advisors, Inc. 6,005,709$279,565,74518.57%
Disciplined Equity Management, Inc. 453,266$21,099,53317.64%
Root Financial Partners, LLC 660,855$30,762,81016.29%
Wealthstream Advisors, Inc. 671,873$31,275,68316.15%
KM Capital Management Ltd. 506,221$23,564,61216.12%
View complete list of DIMENSIONAL ETF TRUST shareholders