DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,173,762 | -2.9% | 175,591 | +0.1% | 5.18% | -6.0% |
| Q2 2023 | $8,415,220 | +8.4% | 175,359 | +0.4% | 5.51% | +12.8% |
| Q1 2023 | $7,763,228 | +6.5% | 174,729 | -0.3% | 4.89% | -2.8% |
| Q4 2022 | $7,291,655 | +7.2% | 175,238 | +0.0% | 5.03% | -1.4% |
| Q3 2022 | $6,801,000 | -5.8% | 175,184 | -1.1% | 5.10% | -2.2% |
| Q2 2022 | $7,216,000 | -17.2% | 177,070 | -0.4% | 5.22% | -11.5% |
| Q1 2022 | $8,717,000 | -7.0% | 177,827 | -1.9% | 5.89% | -2.4% |
| Q4 2021 | $9,374,000 | – | 181,314 | – | 6.04% | – |
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% |