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 | $21,099,533 | -4.4% | 453,266 | -1.1% | 17.64% | -1.9% |
| Q2 2023 | $22,072,547 | +8.4% | 458,317 | -0.0% | 17.98% | +4.3% |
| Q1 2023 | $20,369,734 | +111551.7% | 458,468 | +4.6% | 17.25% | +6.9% |
| Q4 2022 | $18,244 | -99.9% | 438,451 | -1.4% | 16.14% | -5.2% |
| Q3 2022 | $17,264,000 | -2.2% | 444,709 | +2.7% | 17.03% | +6.3% |
| Q2 2022 | $17,651,000 | -12.7% | 433,149 | +5.0% | 16.02% | -21.0% |
| Q1 2022 | $20,221,000 | -3.2% | 412,515 | +2.1% | 20.26% | +0.5% |
| Q4 2021 | $20,885,000 | – | 403,963 | – | 20.16% | – |
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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% |