DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,069,320 | -9.0% | 44,454 | -5.8% | 0.90% | -7.0% |
| Q2 2023 | $2,272,996 | -9.5% | 47,196 | -16.5% | 0.97% | -19.8% |
| Q1 2023 | $2,511,060 | -11.8% | 56,517 | -17.4% | 1.21% | -31.1% |
| Q4 2022 | $2,845,985 | +10.6% | 68,398 | +3.1% | 1.75% | -0.5% |
| Q3 2022 | $2,574,000 | -12.7% | 66,325 | +10.2% | 1.76% | -2.9% |
| Q2 2022 | $2,949,000 | +1.8% | 60,161 | +7.3% | 1.82% | +7.3% |
| Q4 2021 | $2,898,000 | +49.1% | 56,056 | +35.9% | 1.69% | +34.4% |
| Q3 2021 | $1,944,000 | +273.1% | 41,235 | +272.4% | 1.26% | +239.1% |
| Q2 2021 | $521,000 | – | 11,073 | – | 0.37% | – |
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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% |