DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 555 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $407,085 | +3.3% | 6,917 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $394,150 | +9.9% | 6,917 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $358,526 | -42.6% | 6,917 | -48.5% | 0.00% | -55.6% |
| Q3 2023 | $625,043 | -3.8% | 13,427 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $649,647 | +7.0% | 13,489 | -1.3% | 0.01% | 0.0% |
| Q1 2023 | $607,106 | +6.8% | 13,664 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $568,573 | +4.8% | 13,664 | -2.2% | 0.01% | 0.0% |
| Q3 2022 | $542,328 | -5.4% | 13,970 | -0.6% | 0.01% | -18.2% |
| Q2 2022 | $573,000 | -17.1% | 14,059 | -0.3% | 0.01% | 0.0% |
| Q1 2022 | $691,000 | – | 14,102 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 797,100 | $33,167,316 | 33.64% |
| ML & R WEALTH MANAGEMENT LLC | 2,200,219 | $91,551,104 | 27.36% |
| Flagstone Financial Management | 880,683 | $36,645,236 | 22.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,431,639 | $59,570,515 | 21.85% |
| Relaxing Retirement Coach | 1,219,692 | $50,751,278 | 18.80% |
| Wealthstream Advisors, Inc. | 689,949 | $28,708,796 | 18.71% |
| Colony Family Offices, LLC | 1,022,280 | $42,537,071 | 17.72% |
| Index Fund Advisors, Inc. | 6,001,925 | $249,740 | 17.56% |
| Disciplined Equity Management, Inc. | 438,451 | $18,244 | 16.14% |
| KM Capital Management Ltd. | 371,091 | $15,441,126 | 15.36% |