DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,056,016 | +57.2% | 516,778 | +62.6% | 0.24% | +54.9% |
| Q2 2023 | $15,303,322 | +14.4% | 317,760 | +5.5% | 0.15% | +5.5% |
| Q1 2023 | $13,379,960 | -52.8% | 301,147 | -55.8% | 0.14% | -42.5% |
| Q4 2022 | $28,362,791 | -99.9% | 681,634 | -37.7% | 0.25% | +11.0% |
| Q3 2022 | $21,271,250,000 | +73766.2% | 1,094,772 | +54.9% | 0.23% | -23.3% |
| Q2 2022 | $28,797,000 | +94.8% | 706,680 | +134.3% | 0.30% | +92.2% |
| Q1 2022 | $14,784,000 | +3.2% | 301,583 | +8.9% | 0.15% | +6.2% |
| Q4 2021 | $14,321,000 | -30.4% | 276,998 | -36.5% | 0.14% | -29.6% |
| Q3 2021 | $20,571,000 | +40.3% | 436,194 | +40.2% | 0.21% | +24.1% |
| Q2 2021 | $14,660,000 | – | 311,089 | – | 0.17% | – |
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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% |