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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,465,659 | +3.3% | 24,905 | 0.0% | 0.19% | -10.6% |
| Q1 2024 | $1,419,087 | +9.9% | 24,905 | 0.0% | 0.22% | -0.5% |
| Q4 2023 | $1,290,826 | +11.3% | 24,905 | 0.0% | 0.22% | -3.5% |
| Q3 2023 | $1,159,328 | -3.3% | 24,905 | 0.0% | 0.23% | -11.4% |
| Q2 2023 | $1,199,425 | +8.4% | 24,905 | 0.0% | 0.26% | -3.0% |
| Q1 2023 | $1,106,529 | +6.8% | 24,905 | 0.0% | 0.26% | -6.1% |
| Q4 2022 | $1,036,297 | +7.2% | 24,905 | 0.0% | 0.28% | -20.2% |
| Q3 2022 | $967,000 | -4.7% | 24,905 | 0.0% | 0.35% | +2.0% |
| Q2 2022 | $1,015,000 | -16.9% | 24,905 | 0.0% | 0.34% | -8.8% |
| Q1 2022 | $1,221,000 | -5.2% | 24,905 | 0.0% | 0.38% | -1.6% |
| Q4 2021 | $1,288,000 | +6.3% | 24,905 | -3.1% | 0.38% | -8.6% |
| Q3 2021 | $1,212,000 | +0.1% | 25,694 | 0.0% | 0.42% | -3.5% |
| Q2 2021 | $1,211,000 | – | 25,694 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 797,100 | $33,167,316 | 33.64% |
| ML & R WEALTH MANAGEMENT LLC | 2,200,219 | $91,551,104 | 27.36% |
| Flagstone Financial Management | 880,683 | $36,645,236 | 22.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,431,639 | $59,570,515 | 21.85% |
| Relaxing Retirement Coach | 1,219,692 | $50,751,278 | 18.80% |
| Wealthstream Advisors, Inc. | 689,949 | $28,708,796 | 18.71% |
| Colony Family Offices, LLC | 1,022,280 | $42,537,071 | 17.72% |
| Index Fund Advisors, Inc. | 6,001,925 | $249,740 | 17.56% |
| Disciplined Equity Management, Inc. | 438,451 | $18,244 | 16.14% |
| KM Capital Management Ltd. | 371,091 | $15,441,126 | 15.36% |