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 | $753,692 | -6.9% | 16,191 | -3.7% | 0.19% | -3.1% |
| Q2 2023 | $809,618 | +8.4% | 16,811 | 0.0% | 0.19% | +2.1% |
| Q1 2023 | $746,913 | +4.9% | 16,811 | -1.8% | 0.19% | +1.1% |
| Q4 2022 | $711,989 | +6.7% | 17,111 | -0.5% | 0.19% | -0.5% |
| Q3 2022 | $667,000 | -4.9% | 17,192 | 0.0% | 0.19% | -1.6% |
| Q2 2022 | $701,000 | -16.8% | 17,192 | 0.0% | 0.19% | -8.2% |
| Q1 2022 | $843,000 | -5.2% | 17,192 | 0.0% | 0.21% | -2.4% |
| Q4 2021 | $889,000 | +8.3% | 17,192 | -1.2% | 0.21% | +1.0% |
| Q3 2021 | $821,000 | -0.4% | 17,401 | -0.5% | 0.21% | -4.1% |
| Q2 2021 | $824,000 | – | 17,489 | – | 0.22% | – |
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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% |