DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,344,953 | -3.9% | 93,339 | -0.6% | 3.29% | -18.3% |
| Q2 2023 | $4,523,534 | +8.2% | 93,927 | -0.1% | 4.03% | +3.0% |
| Q1 2023 | $4,179,342 | +8.9% | 94,066 | +2.0% | 3.91% | +15.8% |
| Q4 2022 | $3,837,651 | +7.1% | 92,229 | -0.1% | 3.38% | -15.8% |
| Q3 2022 | $3,582,000 | -7.2% | 92,283 | -2.6% | 4.01% | -3.7% |
| Q2 2022 | $3,860,000 | -12.0% | 94,713 | +5.9% | 4.17% | -12.4% |
| Q1 2022 | $4,384,000 | -6.9% | 89,439 | -1.8% | 4.76% | +2.5% |
| Q4 2021 | $4,708,000 | – | 91,071 | – | 4.65% | – |
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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% |