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 | $14,490,630 | -10.9% | 313,786 | -8.0% | 2.57% | -9.7% |
| Q2 2023 | $16,259,680 | +5.9% | 341,017 | -2.0% | 2.85% | +3.3% |
| Q1 2023 | $15,352,057 | +0.8% | 347,961 | -3.6% | 2.76% | -1.3% |
| Q4 2022 | $15,237,099 | +5.0% | 361,069 | +1.1% | 2.80% | -4.1% |
| Q3 2022 | $14,507,000 | +7.9% | 357,047 | +9.9% | 2.92% | +10.7% |
| Q2 2022 | $13,442,000 | +251.1% | 324,754 | +299.2% | 2.63% | +274.5% |
| Q4 2021 | $3,829,000 | -18.6% | 81,356 | -17.8% | 0.70% | -33.4% |
| Q3 2021 | $4,705,000 | -2.8% | 98,983 | -3.7% | 1.06% | +12.2% |
| Q2 2021 | $4,842,000 | – | 102,757 | – | 0.94% | – |
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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% |