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 | $97,213,623 | +4.7% | 1,651,888 | +1.4% | 30.26% | +1.3% |
| Q1 2024 | $92,829,945 | +10.7% | 1,629,167 | +0.7% | 29.86% | +4.7% |
| Q4 2023 | $83,888,389 | +9.5% | 1,618,530 | -1.7% | 28.52% | -17.0% |
| Q3 2023 | $76,607,063 | -3.1% | 1,645,694 | +0.3% | 34.38% | -0.2% |
| Q2 2023 | $79,037,817 | +16.4% | 1,641,151 | +7.4% | 34.43% | +18.7% |
| Q1 2023 | $67,920,200 | +14.0% | 1,528,701 | +6.8% | 29.00% | +32.7% |
| Q4 2022 | $59,570,515 | +0.4% | 1,431,639 | -6.3% | 21.85% | -20.4% |
| Q3 2022 | $59,335,000 | -7.1% | 1,528,453 | -2.5% | 27.46% | -8.9% |
| Q2 2022 | $63,872,000 | -16.6% | 1,567,413 | +0.3% | 30.15% | -8.3% |
| Q1 2022 | $76,576,000 | -4.2% | 1,562,132 | +1.0% | 32.87% | +10.5% |
| Q4 2021 | $79,928,000 | – | 1,545,999 | – | 29.76% | – |
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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% |