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 | $14,818,243 | +4.5% | 318,330 | -0.2% | 5.55% | -7.7% |
| Q1 2023 | $14,175,348 | +6.8% | 319,049 | -0.0% | 6.02% | +11.0% |
| Q4 2022 | $13,276,233 | -8.1% | 319,064 | -18.0% | 5.42% | -36.6% |
| Q3 2022 | $14,449,000 | +0.4% | 388,920 | +10.1% | 8.54% | +22.3% |
| Q2 2022 | $14,396,000 | -16.6% | 353,274 | +0.3% | 6.99% | -7.1% |
| Q1 2022 | $17,260,000 | -4.7% | 352,093 | +0.5% | 7.52% | -17.9% |
| Q4 2021 | $18,116,000 | – | 350,414 | – | 9.16% | – |
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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% |