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 | $6,573,369 | +3.3% | 111,697 | 0.0% | 1.58% | -8.7% |
| Q1 2024 | $6,364,496 | +9.9% | 111,697 | 0.0% | 1.73% | +3.0% |
| Q4 2023 | $5,789,256 | +987.6% | 111,697 | +876.8% | 1.68% | +579.4% |
| Q3 2023 | $532,300 | -3.9% | 11,435 | -0.6% | 0.25% | +1.2% |
| Q2 2023 | $554,178 | +8.4% | 11,507 | 0.0% | 0.24% | +3.4% |
| Q1 2023 | $511,257 | +6.8% | 11,507 | 0.0% | 0.24% | -1.3% |
| Q4 2022 | $478,807 | – | 11,507 | – | 0.24% | – |
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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% |