DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,772,750 | -6.0% | 231,423 | -2.7% | 3.88% | -5.2% |
| Q2 2023 | $11,457,938 | -0.2% | 237,914 | -7.9% | 4.10% | -4.0% |
| Q1 2023 | $11,480,098 | +6.2% | 258,386 | -0.6% | 4.27% | -2.5% |
| Q4 2022 | $10,814,345 | +8.9% | 259,898 | +1.6% | 4.38% | +1.1% |
| Q3 2022 | $9,929,000 | -5.0% | 255,774 | -0.3% | 4.33% | -3.4% |
| Q2 2022 | $10,453,000 | +7.7% | 256,503 | +36.6% | 4.48% | +9.2% |
| Q4 2021 | $9,708,000 | +7.6% | 187,768 | -1.9% | 4.10% | -4.6% |
| Q3 2021 | $9,026,000 | -2.3% | 191,400 | -2.4% | 4.30% | -14.5% |
| Q2 2021 | $9,240,000 | – | 196,066 | – | 5.03% | – |
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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% |