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 | $1,712,841 | -2.7% | 36,646 | -0.9% | 0.09% | -61.9% |
| Q2 2023 | $1,760,483 | +9.3% | 36,985 | +2.1% | 0.23% | +179.0% |
| Q1 2023 | $1,610,185 | -41.5% | 36,241 | -45.2% | 0.08% | -36.7% |
| Q4 2022 | $2,750,309 | +95.5% | 66,097 | +82.3% | 0.13% | +52.4% |
| Q3 2022 | $1,407,000 | -6.8% | 36,253 | -2.2% | 0.08% | -3.4% |
| Q2 2022 | $1,510,000 | -11.5% | 37,052 | +6.4% | 0.09% | +40.3% |
| Q1 2022 | $1,707,000 | -4.2% | 34,832 | +1.1% | 0.06% | -4.6% |
| Q4 2021 | $1,781,000 | – | 34,452 | – | 0.06% | – |
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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% |