DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,014,917 | -11.4% | 43,285 | -8.3% | 0.00% | – |
| Q2 2023 | $2,273,778 | +3.0% | 47,213 | -4.9% | 0.00% | – |
| Q1 2023 | $2,206,705 | +13.8% | 49,667 | +6.6% | 0.00% | – |
| Q4 2022 | $1,939,109 | +0.8% | 46,602 | -5.9% | 0.00% | – |
| Q3 2022 | $1,923,000 | -4.8% | 49,538 | 0.0% | 0.00% | – |
| Q2 2022 | $2,019,000 | -16.8% | 49,538 | 0.0% | 0.00% | – |
| Q1 2022 | $2,428,000 | -9.5% | 49,538 | -4.6% | 0.00% | – |
| Q4 2021 | $2,684,000 | +1.0% | 51,922 | -7.9% | 0.00% | – |
| Q3 2021 | $2,658,000 | -45.1% | 56,367 | -45.2% | 0.00% | -100.0% |
| Q2 2021 | $4,845,000 | – | 102,813 | – | 0.00% | – |
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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% |