DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 571 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,364,559 | +10.4% | 363,034 | +6.8% | 2.04% | +11.5% |
| Q1 2024 | $19,360,715 | +10.4% | 339,781 | +0.5% | 1.83% | -5.5% |
| Q4 2023 | $17,529,818 | +11.9% | 338,218 | +0.5% | 1.94% | -1.9% |
| Q3 2023 | $15,669,054 | -2.3% | 336,607 | +1.1% | 1.98% | +0.6% |
| Q2 2023 | $16,031,034 | +9.2% | 332,870 | +0.7% | 1.97% | +1.9% |
| Q1 2023 | $14,680,116 | +8.7% | 330,410 | +1.8% | 1.93% | +2.3% |
| Q4 2022 | $13,508,720 | +7.6% | 324,651 | +0.4% | 1.89% | -4.0% |
| Q3 2022 | $12,557,000 | -2.7% | 323,478 | +2.1% | 1.96% | +0.6% |
| Q2 2022 | $12,908,000 | +23.1% | 316,754 | +48.1% | 1.95% | +32.3% |
| Q1 2022 | $10,483,000 | -2.2% | 213,850 | +3.2% | 1.48% | +5.0% |
| Q4 2021 | $10,715,000 | – | 207,262 | – | 1.41% | – |
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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% |