DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 261 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,189,462 | +94.0% | 25,552 | +100.7% | 0.24% | +61.6% |
| Q2 2023 | $613,215 | +8.8% | 12,733 | +0.3% | 0.15% | +2.8% |
| Q1 2023 | $563,816 | +7.1% | 12,690 | +0.3% | 0.14% | +6.8% |
| Q4 2022 | $526,394 | +7.6% | 12,651 | +0.5% | 0.13% | +2.3% |
| Q3 2022 | $489,000 | -4.3% | 12,592 | +0.4% | 0.13% | -1.5% |
| Q2 2022 | $511,000 | -16.6% | 12,543 | +0.4% | 0.13% | -6.4% |
| Q1 2022 | $613,000 | -5.1% | 12,497 | 0.0% | 0.14% | -9.0% |
| Q4 2021 | $646,000 | +111.8% | 12,497 | +93.5% | 0.16% | +86.7% |
| Q3 2021 | $305,000 | -50.2% | 6,457 | -50.2% | 0.08% | -48.4% |
| Q2 2021 | $612,000 | – | 12,977 | – | 0.16% | – |
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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% |