DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,118 | -3.3% | 8,080 | 0.0% | 0.06% | -6.0% |
| Q2 2023 | $389,127 | +8.5% | 8,080 | +0.1% | 0.07% | -5.6% |
| Q1 2023 | $358,598 | +6.9% | 8,071 | +0.1% | 0.07% | -9.0% |
| Q4 2022 | $335,504 | -50.0% | 8,063 | -53.4% | 0.08% | -63.7% |
| Q3 2022 | $671,507 | -1.9% | 17,298 | +3.0% | 0.22% | -32.8% |
| Q2 2022 | $684,335 | -16.7% | 16,793 | +0.2% | 0.32% | -18.6% |
| Q1 2022 | $821,212 | -5.0% | 16,753 | +0.2% | 0.39% | +2.3% |
| Q4 2021 | $864,797 | – | 16,727 | – | 0.38% | – |
Download | ||||||
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% |