DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,572,192 | -3.9% | 55,256 | -0.6% | 1.04% | +5.8% |
| Q2 2023 | $2,676,281 | +8.6% | 55,571 | +0.2% | 0.98% | +2.1% |
| Q1 2023 | $2,464,273 | +6.8% | 55,464 | +0.0% | 0.96% | +2.8% |
| Q4 2022 | $2,307,054 | +7.3% | 55,445 | +0.1% | 0.94% | +0.9% |
| Q3 2022 | $2,151,000 | -4.7% | 55,406 | +0.1% | 0.93% | +0.5% |
| Q2 2022 | $2,256,000 | -20.1% | 55,367 | +1.4% | 0.92% | -5.3% |
| Q4 2021 | $2,824,000 | +9.0% | 54,618 | -0.6% | 0.98% | +0.3% |
| Q3 2021 | $2,592,000 | -0.3% | 54,955 | -0.4% | 0.97% | -4.3% |
| Q2 2021 | $2,599,000 | – | 55,162 | – | 1.02% | – |
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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% |