DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,221,710 | +54.3% | 649,231 | +59.6% | 1.46% | +34.3% |
| Q2 2023 | $19,590,226 | +29.1% | 406,773 | +19.1% | 1.09% | +11.1% |
| Q1 2023 | $15,173,655 | +22.1% | 341,518 | +14.4% | 0.98% | +2.0% |
| Q4 2022 | $12,423,949 | -53.2% | 298,580 | -56.3% | 0.96% | -38.6% |
| Q3 2022 | $26,544,000 | +74.4% | 683,769 | +83.1% | 1.57% | +22.2% |
| Q2 2022 | $15,221,000 | +21.3% | 373,498 | +45.9% | 1.28% | +2.6% |
| Q1 2022 | $12,547,000 | +19.4% | 255,921 | +25.9% | 1.25% | -43.1% |
| Q4 2021 | $10,512,000 | – | 203,298 | – | 2.19% | – |
Download | ||||||
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% |