DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,587 | +1.0% | 1,065,233 | +4.5% | 0.10% | +3.0% |
| Q2 2023 | $49,092 | +13.8% | 1,019,346 | +5.0% | 0.10% | +9.9% |
| Q1 2023 | $43,128 | +6.8% | 970,710 | +0.1% | 0.09% | -6.2% |
| Q4 2022 | $40,368 | -99.9% | 970,163 | +1.2% | 0.10% | +1.0% |
| Q3 2022 | $37,202,000 | -19.1% | 958,331 | -15.1% | 0.10% | -20.0% |
| Q2 2022 | $46,001,000 | -14.2% | 1,128,864 | +3.2% | 0.12% | -2.4% |
| Q1 2022 | $53,619,000 | -3.2% | 1,093,837 | +2.1% | 0.12% | -1.6% |
| Q4 2021 | $55,378,000 | +20.0% | 1,071,159 | +9.5% | 0.12% | +7.8% |
| Q3 2021 | $46,130,000 | +26.0% | 978,164 | +25.9% | 0.12% | +24.7% |
| Q2 2021 | $36,624,000 | – | 777,175 | – | 0.09% | – |
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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% |