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 | $1,436,509 | -3.0% | 30,859 | +0.3% | 0.31% | -1.3% |
| Q2 2023 | $1,481,110 | +8.8% | 30,754 | +0.3% | 0.32% | +7.5% |
| Q1 2023 | $1,361,785 | +7.1% | 30,650 | +0.3% | 0.29% | +0.3% |
| Q4 2022 | $1,271,413 | +2.2% | 30,555 | -4.7% | 0.29% | -7.6% |
| Q3 2022 | $1,244,000 | -4.4% | 32,051 | +0.4% | 0.32% | +5.0% |
| Q2 2022 | $1,301,000 | -16.5% | 31,924 | +0.4% | 0.30% | -10.4% |
| Q1 2022 | $1,559,000 | -5.0% | 31,808 | +0.2% | 0.34% | -1.2% |
| Q4 2021 | $1,641,000 | +10.1% | 31,736 | +0.4% | 0.34% | +0.3% |
| Q3 2021 | $1,491,000 | +0.3% | 31,610 | +0.3% | 0.34% | -5.3% |
| Q2 2021 | $1,486,000 | – | 31,524 | – | 0.36% | – |
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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% |