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 | $1,646,059 | +14.4% | 27,970 | +10.8% | 0.27% | +13.3% |
| Q1 2024 | $1,438,313 | +9.5% | 25,242 | -0.4% | 0.24% | +8.6% |
| Q4 2023 | $1,312,979 | +10.2% | 25,332 | -1.0% | 0.22% | -39.8% |
| Q3 2023 | $1,191,187 | -3.7% | 25,589 | -0.3% | 0.37% | -0.8% |
| Q2 2023 | $1,236,336 | +2.8% | 25,671 | -4.7% | 0.37% | -6.5% |
| Q1 2023 | $1,202,262 | +7.9% | 26,938 | +0.6% | 0.40% | +0.5% |
| Q4 2022 | $1,114,208 | +7.2% | 26,777 | 0.0% | 0.40% | -28.1% |
| Q3 2022 | $1,039,499 | -4.7% | 26,777 | 0.0% | 0.55% | -2.8% |
| Q2 2022 | $1,091,180 | -16.9% | 26,777 | 0.0% | 0.57% | -2.7% |
| Q1 2022 | $1,312,629 | -76.9% | 26,777 | -75.7% | 0.58% | -71.0% |
| Q4 2021 | $5,686,386 | +2.4% | 109,988 | -6.6% | 2.01% | -1.8% |
| Q3 2021 | $5,553,827 | +0.1% | 117,766 | +0.0% | 2.04% | -5.9% |
| Q2 2021 | $5,549,654 | – | 117,765 | – | 2.17% | – |
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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% |