DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 453 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is 56.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,271,749 | +3.3% | 21,610 | 0.0% | 0.08% | +1.4% |
| Q1 2024 | $1,231,338 | +109840.9% | 21,610 | 0.0% | 0.07% | 0.0% |
| Q4 2023 | $1,120 | +7.8% | 21,610 | -3.2% | 0.07% | -2.6% |
| Q3 2023 | $1,039 | -9.7% | 22,325 | -6.5% | 0.08% | +2.7% |
| Q2 2023 | $1,150 | +5.2% | 23,875 | -2.9% | 0.07% | 0.0% |
| Q1 2023 | $1,093 | +6.1% | 24,592 | -0.6% | 0.07% | +1.4% |
| Q4 2022 | $1,030 | -99.9% | 24,742 | -0.2% | 0.07% | -11.0% |
| Q3 2022 | $963,000 | -5.3% | 24,797 | -0.6% | 0.08% | +12.3% |
| Q2 2022 | $1,017,000 | -17.3% | 24,957 | -0.5% | 0.07% | -21.5% |
| Q1 2022 | $1,230,000 | -5.7% | 25,083 | -0.7% | 0.09% | +4.5% |
| Q4 2021 | $1,305,000 | +9.6% | 25,251 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $1,191,000 | +0.1% | 25,251 | 0.0% | 0.09% | -4.3% |
| Q2 2021 | $1,190,000 | – | 25,251 | – | 0.09% | – |
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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% |