DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
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 | 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% |