DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,978,515 | -2.0% | 42,503 | +1.4% | 1.22% | +0.3% |
| Q2 2023 | $2,018,675 | +12.7% | 41,916 | +4.0% | 1.21% | +5.8% |
| Q1 2023 | $1,791,018 | +6.7% | 40,311 | -0.1% | 1.15% | -0.2% |
| Q4 2022 | $1,678,589 | +22.3% | 40,341 | +14.2% | 1.15% | +7.1% |
| Q3 2022 | $1,372,000 | -6.3% | 35,332 | -1.8% | 1.07% | +1.6% |
| Q2 2022 | $1,465,000 | -10.8% | 35,963 | +7.3% | 1.06% | +1.2% |
| Q1 2022 | $1,643,000 | +8.3% | 33,524 | +14.3% | 1.04% | +11.7% |
| Q4 2021 | $1,517,000 | +5.3% | 29,336 | +3.9% | 0.93% | -0.8% |
| Q3 2021 | $1,441,000 | – | 28,236 | – | 0.94% | – |
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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% |