DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,724,483 | -9.8% | 165,940 | -6.6% | 0.03% | +172.7% |
| Q2 2023 | $8,559,768 | +10.9% | 177,736 | +2.3% | 0.01% | -92.9% |
| Q1 2023 | $7,717,029 | +5.6% | 173,689 | -1.1% | 0.15% | +65.6% |
| Q4 2022 | $7,308,538 | +5.1% | 175,644 | -2.0% | 0.09% | +5.7% |
| Q3 2022 | $6,955,000 | -5.9% | 179,183 | -1.2% | 0.09% | -3.3% |
| Q2 2022 | $7,390,000 | +96.4% | 181,347 | +136.2% | 0.09% | +133.3% |
| Q1 2022 | $3,763,000 | -12.1% | 76,766 | -7.3% | 0.04% | -4.9% |
| Q4 2021 | $4,280,000 | +13.8% | 82,788 | +3.8% | 0.04% | -19.6% |
| Q3 2021 | $3,762,000 | – | 79,788 | – | 0.05% | – |
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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% |