DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,962,608 | -3.3% | 42,161 | 0.0% | 1.09% | -1.4% |
| Q2 2023 | $2,030,487 | +7.7% | 42,161 | -0.6% | 1.10% | +24.4% |
| Q1 2023 | $1,884,921 | +6.8% | 42,425 | 0.0% | 0.89% | -18.2% |
| Q4 2022 | $1,765,284 | +7.6% | 42,425 | +0.4% | 1.08% | +14.6% |
| Q3 2022 | $1,641,000 | -9.0% | 42,270 | -4.5% | 0.95% | -0.2% |
| Q2 2022 | $1,804,000 | -16.7% | 44,264 | +0.2% | 0.95% | -9.0% |
| Q1 2022 | $2,165,000 | -5.0% | 44,165 | +0.2% | 1.04% | -24.0% |
| Q4 2021 | $2,279,000 | – | 44,085 | – | 1.37% | – |
Download | ||||||
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% |