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 | $5,461 | -38.7% | 117,328 | -36.5% | 2.60% | -28.0% |
| Q2 2023 | $8,902 | +5.1% | 184,844 | -3.1% | 3.61% | +5.6% |
| Q1 2023 | $8,472 | +6.6% | 190,690 | -0.1% | 3.42% | +0.2% |
| Q4 2022 | $7,945 | -99.9% | 190,953 | -0.1% | 3.41% | +5.3% |
| Q3 2022 | $7,418,000 | -5.6% | 191,091 | -0.8% | 3.24% | +3.9% |
| Q2 2022 | $7,854,000 | -23.2% | 192,728 | -7.6% | 3.12% | -9.3% |
| Q1 2022 | $10,229,000 | -3.6% | 208,661 | -7.2% | 3.44% | -12.0% |
| Q3 2021 | $10,607,000 | – | 224,921 | – | 3.91% | – |
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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% |