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 | $53,239,824 | +24.4% | 1,142,085 | +28.6% | 5.40% | +22.9% |
| Q2 2023 | $42,780,757 | +48.0% | 888,361 | +36.6% | 4.39% | +33.0% |
| Q1 2023 | $28,901,264 | +39.1% | 650,489 | +30.2% | 3.30% | +24.5% |
| Q4 2022 | $20,784,659 | +1428.3% | 499,511 | +1326.0% | 2.65% | +1193.2% |
| Q3 2022 | $1,360,000 | +515.4% | 35,028 | +647.7% | 0.20% | +302.0% |
| Q3 2021 | $221,000 | -31.4% | 4,685 | -31.5% | 0.05% | -35.4% |
| Q2 2021 | $322,000 | – | 6,841 | – | 0.08% | – |
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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% |