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 | $183,923 | -56.9% | 3,951 | -55.4% | 0.00% | – |
| Q2 2023 | $426,320 | +177.5% | 8,852 | +156.1% | 0.00% | – |
| Q1 2023 | $153,624 | -17.0% | 3,457 | -22.3% | 0.00% | – |
| Q4 2022 | $185,040 | +3.4% | 4,447 | -4.0% | 0.00% | – |
| Q3 2022 | $179,000 | -15.2% | 4,632 | -10.5% | 0.00% | – |
| Q2 2022 | $211,000 | +29.4% | 5,178 | +55.0% | 0.00% | – |
| Q1 2022 | $163,000 | +14.8% | 3,341 | +21.8% | 0.00% | – |
| Q4 2021 | $142,000 | +1477.8% | 2,742 | +1374.2% | 0.00% | – |
| Q3 2021 | $9,000 | – | 186 | – | 0.00% | – |
Download | ||||||
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% |