DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485,613 | -14.4% | 10,341 | -11.0% | 0.05% | -12.9% |
| Q2 2023 | $567,075 | +1.4% | 11,618 | -7.7% | 0.06% | +3.3% |
| Q1 2023 | $559,507 | +3.8% | 12,593 | -2.8% | 0.06% | -4.8% |
| Q4 2022 | $538,933 | +0.7% | 12,952 | +1.8% | 0.06% | -3.1% |
| Q3 2022 | $535,000 | -7.1% | 12,717 | -1.7% | 0.06% | -5.8% |
| Q2 2022 | $576,000 | -5.4% | 12,934 | +4.1% | 0.07% | -2.8% |
| Q1 2022 | $609,000 | +8.0% | 12,419 | +4.5% | 0.07% | -1.4% |
| Q4 2021 | $564,000 | – | 11,881 | – | 0.07% | – |
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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% |