DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $173,583 | +2.5% | 3,728,965 | +6.1% | 0.66% | -1.9% |
| Q2 2023 | $169,307 | +5.8% | 3,515,510 | -2.4% | 0.67% | -7.6% |
| Q1 2023 | $160,009 | +6.6% | 3,601,377 | -0.2% | 0.73% | -3.3% |
| Q4 2022 | $150,162 | -99.9% | 3,608,788 | +0.8% | 0.75% | -8.8% |
| Q3 2022 | $139,002,000 | -6.1% | 3,580,676 | -1.4% | 0.82% | -8.9% |
| Q2 2022 | $148,055,000 | -18.9% | 3,633,251 | -2.5% | 0.91% | -15.8% |
| Q1 2022 | $182,667,000 | -6.2% | 3,726,380 | -1.0% | 1.08% | -10.5% |
| Q4 2021 | $194,643,000 | +8.7% | 3,764,855 | -0.8% | 1.20% | -3.8% |
| Q3 2021 | $179,002,000 | -1.1% | 3,795,634 | -1.2% | 1.25% | -10.2% |
| Q2 2021 | $180,958,000 | – | 3,839,992 | – | 1.39% | – |
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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% |