DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,752,566 | -13.6% | 59,131 | -10.7% | 1.21% | -12.8% |
| Q2 2023 | $3,187,523 | +2.7% | 66,186 | -5.2% | 1.39% | -2.7% |
| Q1 2023 | $3,103,387 | +5.3% | 69,849 | -1.3% | 1.43% | 0.0% |
| Q4 2022 | $2,946,037 | +6.3% | 70,801 | -0.9% | 1.43% | -2.1% |
| Q3 2022 | $2,772,000 | -21.7% | 71,409 | -17.8% | 1.46% | -15.7% |
| Q2 2022 | $3,538,000 | -0.5% | 86,828 | +20.0% | 1.73% | -4.9% |
| Q1 2022 | $3,555,000 | -41.1% | 72,366 | -38.0% | 1.82% | +33.2% |
| Q4 2021 | $6,035,000 | -3.6% | 116,729 | -12.1% | 1.37% | -5.9% |
| Q3 2021 | $6,262,000 | +0.1% | 132,772 | -1.3% | 1.45% | -2.8% |
| Q2 2021 | $6,255,000 | – | 134,577 | – | 1.49% | – |
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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% |