DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 460 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 | 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% |