DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 460 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,624 | -3.0% | 12,022 | +0.3% | 0.00% | – |
| Q2 2023 | $577,005 | +8.8% | 11,981 | +0.3% | 0.00% | – |
| Q1 2023 | $530,494 | +7.1% | 11,940 | +0.3% | 0.00% | – |
| Q4 2022 | $495,325 | +7.7% | 11,904 | +0.5% | 0.00% | – |
| Q3 2022 | $460,000 | -4.4% | 11,849 | +0.4% | 0.00% | – |
| Q2 2022 | $481,000 | -16.5% | 11,802 | +0.4% | 0.00% | – |
| Q1 2022 | $576,000 | -5.1% | 11,759 | +0.2% | 0.00% | – |
| Q4 2021 | $607,000 | +10.0% | 11,733 | +0.3% | 0.00% | – |
| Q3 2021 | $552,000 | +0.7% | 11,703 | +0.7% | 0.00% | – |
| Q2 2021 | $548,000 | – | 11,627 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 828,320 | $39,891,766 | 35.32% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 1,641,151 | $79,037,817 | 34.43% |
| Flagstone Financial Management | 1,140,497 | $54,926,315 | 25.79% |
| ML & R WEALTH MANAGEMENT LLC | 2,319,457 | $111,705,033 | 24.64% |
| Relaxing Retirement Coach | 1,332,675 | $64,181,802 | 19.32% |
| Colony Family Offices, LLC | 936,791 | $45,115,855 | 19.02% |
| Index Fund Advisors, Inc. | 5,970,836 | $287,555,458 | 18.81% |
| Disciplined Equity Management, Inc. | 458,317 | $22,072,547 | 17.98% |
| Wealthstream Advisors, Inc. | 689,459 | $33,204,322 | 17.42% |
| KM Capital Management Ltd. | 465,611 | $22,423,848 | 16.15% |