DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 538 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $53,048,000 | +7.3% | 901,408 | +3.9% | 0.01% | +9.1% |
| Q1 2024 | $49,437,000 | +21.5% | 867,589 | +10.5% | 0.01% | +10.0% |
| Q4 2023 | $40,695,000 | +139.5% | 785,172 | +115.1% | 0.01% | +100.0% |
| Q3 2023 | $16,993,000 | -12.3% | 365,051 | -9.2% | 0.01% | 0.0% |
| Q2 2023 | $19,370,000 | +14.8% | 402,184 | +5.9% | 0.01% | 0.0% |
| Q1 2023 | $16,869,000 | +21.2% | 379,672 | +13.5% | 0.01% | +25.0% |
| Q4 2022 | $13,923,000 | +37.3% | 334,580 | +28.1% | 0.00% | +33.3% |
| Q3 2022 | $10,144,000 | +3.7% | 261,284 | +8.9% | 0.00% | 0.0% |
| Q2 2022 | $9,779,000 | +34.1% | 239,987 | +61.4% | 0.00% | +50.0% |
| Q1 2022 | $7,290,000 | +10.5% | 148,709 | +16.5% | 0.00% | 0.0% |
| Q4 2021 | $6,597,000 | +13.2% | 127,599 | +3.3% | 0.00% | 0.0% |
| Q3 2021 | $5,827,000 | -37.1% | 123,545 | -37.1% | 0.00% | 0.0% |
| Q2 2021 | $9,263,000 | – | 196,550 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colony Family Offices, LLC | 1,064,709 | $50,174,000 | 30.63% |
| Plancorp, LLC | 5,960,821 | $280,902,000 | 22.04% |
| McLean Asset Management Corp | 812,393 | $38,362,000 | 17.11% |
| TCI Wealth Advisors, Inc. | 2,094,818 | $98,718,000 | 16.69% |
| JFS WEALTH ADVISORS, LLC | 1,519,050 | $71,585,000 | 10.69% |
| Retirement Solution LLC | 453,503 | $21,371,000 | 10.20% |
| Relaxing Retirement Coach | 254,253 | $11,981,000 | 10.19% |
| Foster Group, Inc. | 1,357,424 | $63,968,000 | 7.36% |
| Hill Investment Group Partners, LLC | 180,709 | $8,515,850 | 7.04% |
| American Investment Services, Inc. | 612,776 | $28,877,000 | 6.65% |