DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,014,731 | -2.7% | 43,281 | +0.6% | 0.02% | +9.1% |
| Q2 2023 | $2,071,362 | +4.5% | 43,010 | -3.6% | 0.02% | -8.3% |
| Q1 2023 | $1,981,800 | +366.3% | 44,605 | +336.7% | 0.02% | +60.0% |
| Q4 2022 | $425,046 | +5.7% | 10,215 | -1.3% | 0.02% | -6.2% |
| Q3 2022 | $402,000 | -5.4% | 10,345 | -0.8% | 0.02% | -5.9% |
| Q2 2022 | $425,000 | -17.8% | 10,431 | -1.0% | 0.02% | -5.6% |
| Q1 2022 | $517,000 | -16.1% | 10,540 | -11.6% | 0.02% | -14.3% |
| Q4 2021 | $616,000 | +8.5% | 11,921 | -1.1% | 0.02% | 0.0% |
| Q3 2021 | $568,000 | +12.7% | 12,048 | +12.7% | 0.02% | +5.0% |
| Q2 2021 | $504,000 | – | 10,689 | – | 0.02% | – |
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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% |