DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 571 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,542,164 | +3.3% | 26,205 | 0.0% | 0.20% | -15.6% |
| Q1 2024 | $1,493,161 | +9.9% | 26,205 | 0.0% | 0.24% | -0.4% |
| Q4 2023 | $1,358,205 | +11.3% | 26,205 | 0.0% | 0.24% | -10.2% |
| Q3 2023 | $1,219,843 | -3.3% | 26,205 | 0.0% | 0.26% | -5.7% |
| Q2 2023 | $1,262,033 | +8.4% | 26,205 | 0.0% | 0.28% | -3.4% |
| Q1 2023 | $1,164,288 | +6.8% | 26,205 | 0.0% | 0.29% | -7.0% |
| Q4 2022 | $1,090,390 | +5.7% | 26,205 | -1.5% | 0.31% | -8.5% |
| Q3 2022 | $1,032,000 | -4.8% | 26,591 | 0.0% | 0.34% | -7.1% |
| Q2 2022 | $1,084,000 | -36.0% | 26,591 | -23.0% | 0.37% | -30.6% |
| Q1 2022 | $1,693,000 | -5.2% | 34,540 | 0.0% | 0.53% | -9.2% |
| Q4 2021 | $1,786,000 | +8.4% | 34,540 | -1.1% | 0.58% | -6.7% |
| Q3 2021 | $1,647,000 | +20.1% | 34,917 | +20.1% | 0.63% | +6.8% |
| Q2 2021 | $1,371,000 | – | 29,083 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 828,320 | $39,891,766 | 35.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,641,151 | $79,037,817 | 34.43% |
| Flagstone Financial Management | 1,140,497 | $54,926,315 | 25.79% |
| ML & R WEALTH MANAGEMENT LLC | 2,319,457 | $111,705,033 | 24.64% |
| Relaxing Retirement Coach | 1,332,675 | $64,181,802 | 19.32% |
| Colony Family Offices, LLC | 936,791 | $45,115,855 | 19.02% |
| Index Fund Advisors, Inc. | 5,970,836 | $287,555,458 | 18.81% |
| Disciplined Equity Management, Inc. | 458,317 | $22,072,547 | 17.98% |
| Wealthstream Advisors, Inc. | 689,459 | $33,204,322 | 17.42% |
| KM Capital Management Ltd. | 465,611 | $22,423,848 | 16.15% |