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 | $8,496,086 | -7.9% | 182,515 | -4.7% | 2.40% | -8.3% |
| Q2 2023 | $9,224,143 | +8.4% | 191,531 | +0.0% | 2.62% | +1.2% |
| Q1 2023 | $8,509,015 | +3.7% | 191,515 | -2.8% | 2.59% | +1.7% |
| Q4 2022 | $8,202,719 | +6.3% | 197,133 | -0.9% | 2.54% | -3.3% |
| Q3 2022 | $7,718,000 | -6.4% | 198,824 | -1.8% | 2.63% | 0.0% |
| Q2 2022 | $8,250,000 | -25.7% | 202,452 | -10.6% | 2.63% | -25.3% |
| Q1 2022 | $11,103,000 | -8.6% | 226,503 | -3.6% | 3.52% | -13.2% |
| Q4 2021 | $12,151,000 | – | 235,023 | – | 4.05% | – |
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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% |