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 | $144,183 | +3.3% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $139,601 | -54.0% | 2,450 | -58.1% | 0.01% | -57.1% |
| Q4 2023 | $303,413 | +11.3% | 5,854 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $272,504 | -3.3% | 5,854 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $281,929 | +8.4% | 5,854 | 0.0% | 0.02% | +4.8% |
| Q1 2023 | $260,093 | +6.8% | 5,854 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $243,585 | +7.3% | 5,854 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $227,000 | -4.6% | 5,854 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $238,000 | -16.8% | 5,841 | +0.2% | 0.02% | -11.5% |
| Q1 2022 | $286,000 | -5.0% | 5,828 | +0.1% | 0.03% | -3.7% |
| Q4 2021 | $301,000 | +9.9% | 5,821 | +0.2% | 0.03% | -18.2% |
| Q3 2021 | $274,000 | +0.4% | 5,807 | +0.2% | 0.03% | +22.2% |
| Q2 2021 | $273,000 | – | 5,798 | – | 0.03% | – |
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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% |