DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,003 | +52.5% | 107,480 | +57.8% | 0.80% | +90.2% |
Q2 2023 | $3,280 | +25.0% | 68,111 | +15.3% | 0.42% | -12.2% |
Q1 2023 | $2,625 | +66.2% | 59,083 | +55.7% | 0.48% | +33.2% |
Q4 2022 | $1,579 | +57.9% | 37,939 | -12.3% | 0.36% | – |
Q3 2022 | $1,000 | – | 43,284 | – | 0.00% | – |
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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% |