DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 460 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,370,060 | -3.3% | 29,432 | 0.0% | 0.88% | -3.7% |
| Q2 2023 | $1,417,445 | -30.6% | 29,432 | -36.0% | 0.91% | -30.9% |
| Q1 2023 | $2,041,958 | +10.8% | 45,959 | +3.8% | 1.32% | +3.6% |
| Q4 2022 | $1,842,907 | +14.2% | 44,290 | +6.5% | 1.28% | 0.0% |
| Q3 2022 | $1,614,000 | -4.8% | 41,579 | -0.1% | 1.28% | +0.9% |
| Q2 2022 | $1,695,000 | +37.7% | 41,600 | +65.7% | 1.26% | +15.2% |
| Q1 2022 | $1,231,000 | -6.1% | 25,106 | -1.0% | 1.10% | -5.2% |
| Q4 2021 | $1,311,000 | +9.2% | 25,349 | -0.3% | 1.16% | -16.5% |
| Q3 2021 | $1,200,000 | – | 25,435 | – | 1.38% | – |
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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% |