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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,431,808 | +1.3% | 24,330 | -1.9% | 1.00% | +2.1% |
| Q1 2024 | $1,413,035 | +1.6% | 24,799 | -7.5% | 0.98% | -4.9% |
| Q4 2023 | $1,390,174 | -0.2% | 26,822 | -10.4% | 1.02% | -16.3% |
| Q3 2023 | $1,393,092 | -12.8% | 29,927 | -9.7% | 1.22% | -7.1% |
| Q2 2023 | $1,596,777 | +8.0% | 33,156 | -0.4% | 1.32% | -1.7% |
| Q1 2023 | $1,478,571 | +34.6% | 33,279 | +26.0% | 1.34% | +22.8% |
| Q4 2022 | $1,098,572 | -18.7% | 26,402 | -24.2% | 1.09% | -23.4% |
| Q3 2022 | $1,352,000 | +1.0% | 34,821 | +6.0% | 1.43% | +11.7% |
| Q2 2022 | $1,338,000 | -3.0% | 32,842 | +16.7% | 1.28% | +14.4% |
| Q1 2022 | $1,380,000 | -0.4% | 28,144 | +5.1% | 1.12% | +26.1% |
| Q4 2021 | $1,385,000 | +17.4% | 26,788 | +7.1% | 0.89% | +14.5% |
| Q3 2021 | $1,180,000 | – | 25,022 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 834,645 | $49,118,679 | 30.60% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,651,888 | $97,213,623 | 30.26% |
| Flagstone Financial Management | 1,292,546 | $76,066,364 | 28.29% |
| FMFE Wealth Management, LLC | 375,643 | $22,106,607 | 20.54% |
| Index Fund Advisors, Inc. | 5,919,862 | $348,383,855 | 19.70% |
| KM Capital Management Ltd. | 635,480 | $37,398,026 | 19.35% |
| Disciplined Equity Management, Inc. | 495,353 | $29,151,525 | 19.20% |
| Root Financial Partners, LLC | 1,325,891 | $78,028,699 | 18.26% |
| Colony Family Offices, LLC | 961,134 | $56,562,736 | 18.16% |
| Great Waters Wealth Management | 1,982,570 | $116,674,237 | 17.82% |