DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,733,394 | -5.8% | 101,684 | -2.5% | 4.45% | -1.4% |
| Q2 2023 | $5,023,461 | +7.2% | 104,308 | -1.1% | 4.51% | +8.0% |
| Q1 2023 | $4,685,271 | +7.6% | 105,453 | +0.8% | 4.18% | +5.3% |
| Q4 2022 | $4,354,793 | +7.6% | 104,657 | +0.4% | 3.97% | -3.3% |
| Q3 2022 | $4,048,000 | -4.6% | 104,281 | +0.2% | 4.10% | +0.6% |
| Q2 2022 | $4,242,000 | -13.8% | 104,094 | +3.7% | 4.08% | -20.4% |
| Q1 2022 | $4,922,000 | -6.0% | 100,411 | -0.8% | 5.12% | -10.0% |
| Q4 2021 | $5,234,000 | – | 101,246 | – | 5.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 828,320 | $39,891,766 | 35.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,641,151 | $79,037,817 | 34.43% |
| Flagstone Financial Management | 1,140,497 | $54,926,315 | 25.79% |
| ML & R WEALTH MANAGEMENT LLC | 2,319,457 | $111,705,033 | 24.64% |
| Relaxing Retirement Coach | 1,332,675 | $64,181,802 | 19.32% |
| Colony Family Offices, LLC | 936,791 | $45,115,855 | 19.02% |
| Index Fund Advisors, Inc. | 5,970,836 | $287,555,458 | 18.81% |
| Disciplined Equity Management, Inc. | 458,317 | $22,072,547 | 17.98% |
| Wealthstream Advisors, Inc. | 689,459 | $33,204,322 | 17.42% |
| KM Capital Management Ltd. | 465,611 | $22,423,848 | 16.15% |