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 | $2,579,894 | -3.3% | 55,422 | 0.0% | 2.05% | +0.7% |
| Q2 2023 | $2,669,124 | +8.4% | 55,422 | 0.0% | 2.04% | +1.4% |
| Q1 2023 | $2,462,399 | +4.6% | 55,422 | -2.0% | 2.01% | +36.2% |
| Q4 2022 | $2,353,628 | +7.2% | 56,564 | 0.0% | 1.47% | -41.9% |
| Q3 2022 | $2,196,000 | -4.7% | 56,564 | 0.0% | 2.54% | -11.8% |
| Q2 2022 | $2,305,000 | -16.9% | 56,564 | 0.0% | 2.88% | -14.4% |
| Q1 2022 | $2,773,000 | -5.2% | 56,564 | 0.0% | 3.36% | -3.9% |
| Q4 2021 | $2,924,000 | +9.6% | 56,564 | 0.0% | 3.49% | -7.2% |
| Q3 2021 | $2,668,000 | – | 56,564 | – | 3.76% | – |
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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% |