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 | $382,487 | -3.1% | 8,216 | +0.2% | 0.05% | +6.5% |
| Q2 2023 | $394,820 | +8.6% | 8,198 | +0.2% | 0.05% | +2.2% |
| Q1 2023 | $363,429 | +7.0% | 8,180 | +0.2% | 0.04% | -6.2% |
| Q4 2022 | $339,668 | +7.8% | 8,163 | +0.3% | 0.05% | -33.3% |
| Q3 2022 | $315,000 | +45.2% | 8,138 | +52.5% | 0.07% | +166.7% |
| Q2 2022 | $217,000 | -16.5% | 5,338 | +0.4% | 0.03% | +12.5% |
| Q1 2022 | $260,000 | -5.1% | 5,319 | +0.2% | 0.02% | -7.7% |
| Q4 2021 | $274,000 | +10.0% | 5,307 | +0.4% | 0.03% | +4.0% |
| Q3 2021 | $249,000 | 0.0% | 5,286 | -0.1% | 0.02% | -3.8% |
| Q2 2021 | $249,000 | – | 5,291 | – | 0.03% | – |
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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% |