DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $457,735 | -3.1% | 9,833 | +0.2% | 0.05% | 0.0% |
Q2 2023 | $472,504 | +8.6% | 9,811 | +0.2% | 0.05% | -15.6% |
Q1 2023 | $434,945 | +7.0% | 9,789 | +0.2% | 0.06% | 0.0% |
Q4 2022 | $406,515 | -0.6% | 9,770 | -7.3% | 0.06% | -32.6% |
Q3 2022 | $409,000 | -17.9% | 10,540 | -13.8% | 0.10% | -26.9% |
Q2 2022 | $498,000 | -16.6% | 12,232 | +0.4% | 0.13% | +0.8% |
Q1 2022 | $597,000 | -5.1% | 12,188 | +0.2% | 0.13% | -4.4% |
Q4 2021 | $629,000 | +10.2% | 12,160 | +0.4% | 0.14% | +18.4% |
Q3 2021 | $571,000 | – | 12,112 | – | 0.11% | – |
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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% |