DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $411,182 | +9.6% | 7,933 | -1.6% | 0.17% | +4.2% |
| Q3 2023 | $375,243 | -8.8% | 8,061 | -5.6% | 0.17% | -4.0% |
| Q2 2023 | $411,312 | +7.2% | 8,541 | -1.1% | 0.17% | +1.2% |
| Q1 2023 | $383,840 | +4.8% | 8,639 | -1.8% | 0.17% | -1.2% |
| Q4 2022 | $366,088 | +4.6% | 8,798 | -2.5% | 0.17% | -5.5% |
| Q3 2022 | $350,000 | -26.5% | 9,025 | -7.1% | 0.18% | -12.4% |
| Q2 2022 | $476,000 | 0.0% | 9,715 | 0.0% | 0.21% | 0.0% |
| Q1 2022 | $476,000 | -5.2% | 9,715 | +0.1% | 0.21% | -5.9% |
| Q4 2021 | $502,000 | +9.8% | 9,707 | +0.2% | 0.22% | +7.2% |
| Q3 2021 | $457,000 | +0.2% | 9,691 | +0.1% | 0.21% | -2.8% |
| Q2 2021 | $456,000 | – | 9,681 | – | 0.21% | – |
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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% |