DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,754,509 | -3.5% | 2,314,812 | -0.2% | 28.14% | +14.2% |
| Q2 2023 | $111,705,033 | +7.4% | 2,319,457 | -0.9% | 24.64% | -11.5% |
| Q1 2023 | $104,018,653 | +13.6% | 2,341,181 | +6.4% | 27.82% | +1.7% |
| Q4 2022 | $91,551,104 | +9.2% | 2,200,219 | +1.8% | 27.36% | -3.5% |
| Q3 2022 | $83,871,000 | +3.3% | 2,160,512 | +8.5% | 28.36% | -22.3% |
| Q2 2022 | $81,180,000 | -22.5% | 1,992,151 | -6.8% | 36.50% | -5.7% |
| Q1 2022 | $104,785,000 | -4.9% | 2,137,601 | +0.3% | 38.70% | -5.5% |
| Q4 2021 | $110,155,000 | – | 2,130,657 | – | 40.94% | – |
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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% |