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 | $802,537 | +3.3% | 13,637 | 0.0% | 0.03% | +3.4% |
Q1 2024 | $777,036 | +9.9% | 13,637 | 0.0% | 0.03% | +7.4% |
Q4 2023 | $706,806 | +11.3% | 13,637 | 0.0% | 0.03% | 0.0% |
Q3 2023 | $634,802 | -3.3% | 13,637 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $656,758 | +8.4% | 13,637 | 0.0% | 0.03% | +8.0% |
Q1 2023 | $605,892 | +6.8% | 13,637 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $567,436 | +53.8% | 13,637 | +43.6% | 0.02% | +47.1% |
Q3 2022 | $369,000 | -4.7% | 9,495 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $387,000 | -16.8% | 9,495 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $465,000 | -5.3% | 9,495 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $491,000 | +2.3% | 9,495 | 0.0% | 0.02% | -5.6% |
Q3 2021 | $480,000 | +4.8% | 9,495 | 0.0% | 0.02% | +5.9% |
Q2 2021 | $458,000 | – | 9,495 | – | 0.02% | – |
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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% |