DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 571 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $922,181 | +3.2% | 15,670 | -0.0% | 0.44% | +0.2% |
Q1 2024 | $893,222 | +10.0% | 15,676 | +0.1% | 0.44% | +4.5% |
Q4 2023 | $811,787 | +8.6% | 15,662 | -2.4% | 0.42% | -8.3% |
Q3 2023 | $747,265 | -4.7% | 16,053 | +0.1% | 0.46% | +5.1% |
Q2 2023 | $784,376 | +9.7% | 16,031 | +0.1% | 0.43% | -1.8% |
Q1 2023 | $714,980 | – | 16,017 | – | 0.44% | – |
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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% |