DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is 56.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,690,958 | -3.4% | 251,148 | -0.1% | 0.44% | -0.4% |
Q2 2023 | $12,102,398 | +8.2% | 251,296 | -0.2% | 0.45% | +2.5% |
Q1 2023 | $11,190,233 | +129792.4% | 251,862 | +21.6% | 0.44% | -10.1% |
Q4 2022 | $8,615 | -99.9% | 207,050 | +4.3% | 0.48% | +3.6% |
Q3 2022 | $7,706,000 | -24.7% | 198,499 | -21.0% | 0.47% | +10.9% |
Q2 2022 | $10,236,000 | – | 251,195 | – | 0.42% | – |
Download |
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% |