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 | $10,482,234 | +0.1% | 225,182 | +3.6% | 3.48% | +0.7% |
| Q2 2023 | $10,470,635 | +14.1% | 217,414 | +5.2% | 3.46% | +3.4% |
| Q1 2023 | $9,180,140 | +17.7% | 206,620 | +10.3% | 3.35% | +3.6% |
| Q4 2022 | $7,797,016 | +38.5% | 187,383 | +29.2% | 3.23% | +14.7% |
| Q3 2022 | $5,631,000 | -4.4% | 145,055 | +0.3% | 2.82% | +2.5% |
| Q2 2022 | $5,892,000 | +221.6% | 144,600 | +286.9% | 2.75% | +215.4% |
| Q1 2022 | $1,832,000 | +127.0% | 37,373 | +139.6% | 0.87% | +95.7% |
| Q4 2021 | $807,000 | – | 15,600 | – | 0.44% | – |
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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% |