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 | $1,904,009 | +5.8% | 40,902 | +9.4% | 0.27% | +11.6% |
| Q2 2023 | $1,800,410 | +7.0% | 37,384 | -1.3% | 0.24% | -2.0% |
| Q1 2023 | $1,683,121 | -1.9% | 37,883 | -8.2% | 0.25% | -8.9% |
| Q4 2022 | $1,716,000 | +19.3% | 41,245 | +11.4% | 0.27% | +14.3% |
| Q3 2022 | $1,438,000 | +22.8% | 37,036 | +28.9% | 0.24% | +57.0% |
| Q2 2022 | $1,171,000 | +13.6% | 28,729 | +44.1% | 0.15% | +3.4% |
| Q4 2021 | $1,031,000 | +50.5% | 19,936 | +37.3% | 0.15% | +39.0% |
| Q3 2021 | $685,000 | +1.8% | 14,522 | +1.7% | 0.10% | -3.7% |
| Q2 2021 | $673,000 | – | 14,280 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 828,320 | $39,891,766 | 35.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,641,151 | $79,037,817 | 34.43% |
| Flagstone Financial Management | 1,140,497 | $54,926,315 | 25.79% |
| ML & R WEALTH MANAGEMENT LLC | 2,319,457 | $111,705,033 | 24.64% |
| Relaxing Retirement Coach | 1,332,675 | $64,181,802 | 19.32% |
| Colony Family Offices, LLC | 936,791 | $45,115,855 | 19.02% |
| Index Fund Advisors, Inc. | 5,970,836 | $287,555,458 | 18.81% |
| Disciplined Equity Management, Inc. | 458,317 | $22,072,547 | 17.98% |
| Wealthstream Advisors, Inc. | 689,459 | $33,204,322 | 17.42% |
| KM Capital Management Ltd. | 465,611 | $22,423,848 | 16.15% |