DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 571 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,515,949 | +6.2% | 263,652 | +2.9% | 9.50% | +3.4% |
| Q1 2024 | $14,603,579 | +9.6% | 256,293 | -0.3% | 9.18% | -3.8% |
| Q4 2023 | $13,318,646 | +16.2% | 256,967 | +4.4% | 9.55% | +2.5% |
| 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 | 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% |