DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - 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 | 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% |