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 | $11,459,577 | +0.6% | 246,177 | +4.1% | 9.31% | +3.8% |
| Q2 2023 | $11,391,589 | +17.1% | 236,536 | +8.0% | 8.96% | +9.3% |
| Q1 2023 | $9,729,874 | +109618.9% | 218,993 | +2.8% | 8.20% | +5.6% |
| Q4 2022 | $8,868 | -99.9% | 213,124 | +15.8% | 7.76% | +16.9% |
| Q3 2022 | $7,147,000 | +0.6% | 184,095 | +5.6% | 6.64% | +0.1% |
| Q2 2022 | $7,103,000 | -14.9% | 174,307 | +2.3% | 6.63% | -11.2% |
| Q1 2022 | $8,349,000 | +7.7% | 170,318 | +13.6% | 7.47% | +9.0% |
| Q4 2021 | $7,750,000 | – | 149,898 | – | 6.85% | – |
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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% |