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 | $301,018 | +3.3% | 5,115 | 0.0% | 0.04% | -2.3% |
| Q1 2024 | $291,453 | +9.9% | 5,115 | 0.0% | 0.04% | -2.2% |
| Q4 2023 | $265,110 | +11.3% | 5,115 | 0.0% | 0.04% | +4.7% |
| Q3 2023 | $238,103 | -3.3% | 5,115 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $246,338 | +8.4% | 5,115 | 0.0% | 0.04% | +2.4% |
| Q1 2023 | $227,259 | +6.8% | 5,115 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $212,835 | +2.3% | 5,115 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $208,000 | -17.1% | 5,115 | 0.0% | 0.04% | -2.4% |
| Q1 2022 | $251,000 | -4.9% | 5,115 | 0.0% | 0.04% | -4.5% |
| Q4 2021 | $264,000 | +9.5% | 5,115 | 0.0% | 0.04% | +4.8% |
| Q3 2021 | $241,000 | 0.0% | 5,115 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $241,000 | – | 5,115 | – | 0.04% | – |
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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% |