DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,466,121 | -4.0% | 160,389 | -0.7% | 1.24% | -11.5% |
| Q2 2023 | $7,779,105 | +7.2% | 161,526 | -1.1% | 1.40% | -1.8% |
| Q1 2023 | $7,255,609 | +6.8% | 163,304 | 0.0% | 1.43% | -13.2% |
| Q4 2022 | $6,795,091 | +4.4% | 163,304 | -2.6% | 1.64% | -12.3% |
| Q3 2022 | $6,508,300 | -5.8% | 167,653 | -1.1% | 1.88% | -2.7% |
| Q2 2022 | $6,905,832 | -16.9% | 169,468 | -0.0% | 1.93% | -29.2% |
| Q1 2022 | $8,309,051 | -6.2% | 169,503 | -1.1% | 2.72% | -47.5% |
| Q4 2021 | $8,861,601 | +5.1% | 171,404 | -4.2% | 5.18% | -5.0% |
| Q3 2021 | $8,433,622 | -1.0% | 178,830 | -1.0% | 5.45% | -22.6% |
| Q2 2021 | $8,515,850 | – | 180,709 | – | 7.04% | – |
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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% |