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 | $10,519,596 | -3.0% | 225,985 | +0.3% | 6.72% | -10.6% |
| Q2 2023 | $10,850,434 | +8.7% | 225,300 | +0.2% | 7.52% | +1.5% |
| Q1 2023 | $9,986,348 | +8.3% | 224,766 | +1.4% | 7.41% | -15.3% |
| Q4 2022 | $9,220,300 | +3.8% | 221,589 | -3.2% | 8.75% | -14.3% |
| Q3 2022 | $8,886,000 | -1.5% | 228,903 | +3.4% | 10.21% | +4.6% |
| Q2 2022 | $9,022,000 | -16.1% | 221,403 | +0.9% | 9.76% | -14.9% |
| Q1 2022 | $10,757,000 | -4.1% | 219,435 | +1.2% | 11.47% | -3.4% |
| Q4 2021 | $11,214,000 | – | 216,915 | – | 11.87% | – |
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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% |