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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 797,100 | $33,167,316 | 33.64% |
| ML & R WEALTH MANAGEMENT LLC | 2,200,219 | $91,551,104 | 27.36% |
| Flagstone Financial Management | 880,683 | $36,645,236 | 22.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,431,639 | $59,570,515 | 21.85% |
| Relaxing Retirement Coach | 1,219,692 | $50,751,278 | 18.80% |
| Wealthstream Advisors, Inc. | 689,949 | $28,708,796 | 18.71% |
| Colony Family Offices, LLC | 1,022,280 | $42,537,071 | 17.72% |
| Index Fund Advisors, Inc. | 6,001,925 | $249,740 | 17.56% |
| Disciplined Equity Management, Inc. | 438,451 | $18,244 | 16.14% |
| KM Capital Management Ltd. | 371,091 | $15,441,126 | 15.36% |