DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $688,369 | -2.9% | 14,788 | +0.5% | 0.06% | -3.3% |
| Q2 2023 | $708,718 | +8.4% | 14,716 | +0.0% | 0.06% | -1.6% |
| Q1 2023 | $653,659 | +11.5% | 14,712 | +4.4% | 0.06% | +1.7% |
| Q4 2022 | $586,351 | -46.4% | 14,091 | -50.0% | 0.06% | -4.8% |
| Q3 2022 | $1,094,000 | -15.1% | 28,173 | -10.8% | 0.06% | -14.9% |
| Q2 2022 | $1,288,000 | +64.9% | 31,573 | +108.8% | 0.07% | -3.9% |
| Q4 2021 | $781,000 | +12.2% | 15,124 | +2.4% | 0.08% | +6.9% |
| Q2 2021 | $696,000 | – | 14,771 | – | 0.07% | – |
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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% |