DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,218,398 | -4.3% | 47,656 | -1.0% | 1.74% | -1.7% |
| Q2 2023 | $2,318,762 | +7.1% | 48,147 | -1.1% | 1.77% | +1.3% |
| Q1 2023 | $2,164,038 | +6.7% | 48,707 | -0.0% | 1.75% | -3.2% |
| Q4 2022 | $2,027,681 | +8.3% | 48,731 | +1.0% | 1.81% | -5.2% |
| Q3 2022 | $1,872,000 | -4.8% | 48,225 | -0.1% | 1.91% | +2.0% |
| Q2 2022 | $1,967,000 | -17.7% | 48,279 | -0.9% | 1.87% | -14.0% |
| Q1 2022 | $2,389,000 | -6.4% | 48,733 | -1.2% | 2.17% | -3.6% |
| Q4 2021 | $2,551,000 | – | 49,347 | – | 2.25% | – |
Download | ||||||
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% |