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 | $985,620 | +5.4% | 16,748 | +2.1% | 0.01% | +12.5% |
| Q1 2024 | $934,928 | +9.9% | 16,408 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $850,427 | +11.3% | 16,408 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $763,792 | +13.5% | 16,408 | +17.4% | 0.01% | +14.3% |
| Q2 2023 | $673,229 | -1.3% | 13,979 | -8.9% | 0.01% | -12.5% |
| Q1 2023 | $682,045 | +6.9% | 15,351 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $638,006 | +6.3% | 15,333 | -0.7% | 0.01% | 0.0% |
| Q3 2022 | $600,000 | -0.7% | 15,444 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $604,000 | -23.3% | 14,816 | -7.7% | 0.01% | -11.1% |
| Q1 2022 | $787,000 | -15.3% | 16,055 | -10.6% | 0.01% | -10.0% |
| Q4 2021 | $929,000 | +16.1% | 17,967 | +5.9% | 0.01% | +11.1% |
| Q3 2021 | $800,000 | -0.6% | 16,970 | -0.7% | 0.01% | 0.0% |
| Q2 2021 | $805,000 | – | 17,090 | – | 0.01% | – |
Download | ||||||
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% |