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 | 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% |