DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,739 | -3.1% | 8,544 | +0.3% | 0.66% | -3.2% |
| Q2 2023 | $410,310 | +27.6% | 8,520 | +17.3% | 0.68% | +18.9% |
| Q1 2023 | $321,500 | +6.7% | 7,266 | +0.3% | 0.58% | 0.0% |
| Q4 2022 | $301,385 | +3.9% | 7,243 | -2.9% | 0.58% | -3.5% |
| Q3 2022 | $290,000 | -4.3% | 7,461 | +0.4% | 0.60% | +8.3% |
| Q2 2022 | $303,000 | -16.5% | 7,432 | +0.4% | 0.55% | +1.7% |
| Q1 2022 | $363,000 | – | 7,406 | – | 0.54% | – |
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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% |