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 | $863,223 | -9.4% | 18,544 | -6.3% | 0.51% | -11.6% |
| Q2 2023 | $953,279 | +8.4% | 19,794 | 0.0% | 0.58% | +0.9% |
| Q1 2023 | $879,447 | +6.8% | 19,794 | 0.0% | 0.57% | +2.3% |
| Q4 2022 | $823,628 | +100.9% | 19,794 | +87.4% | 0.56% | +62.2% |
| Q3 2022 | $410,000 | -4.7% | 10,563 | 0.0% | 0.34% | -4.7% |
| Q2 2022 | $430,000 | -17.0% | 10,563 | 0.0% | 0.36% | -13.2% |
| Q1 2022 | $518,000 | +4.0% | 10,563 | 0.0% | 0.42% | -5.9% |
| Q4 2021 | $498,000 | – | 10,563 | – | 0.44% | – |
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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% |