DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is 56.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $272,626 | +11.3% | 5,260 | 0.0% | 0.18% | +0.5% |
| Q3 2023 | $244,853 | -3.3% | 5,260 | 0.0% | 0.18% | -8.5% |
| Q2 2023 | $253,322 | +8.4% | 5,260 | 0.0% | 0.20% | +2.0% |
| Q1 2023 | $233,702 | +6.8% | 5,260 | 0.0% | 0.20% | -3.0% |
| Q4 2022 | $218,869 | +7.3% | 5,260 | 0.0% | 0.20% | -15.8% |
| Q3 2022 | $204,000 | -4.7% | 5,260 | 0.0% | 0.24% | -7.3% |
| Q2 2022 | $214,000 | -17.1% | 5,260 | 0.0% | 0.26% | -4.1% |
| Q1 2022 | $258,000 | -5.1% | 5,260 | 0.0% | 0.27% | -2.5% |
| Q4 2021 | $272,000 | – | 5,260 | – | 0.28% | – |
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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% |