DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $983,266 | +0.9% | 16,708 | -2.3% | 0.05% | +9.3% |
| Q1 2024 | $974,301 | +9.9% | 17,099 | 0.0% | 0.04% | +2.4% |
| Q4 2023 | $886,241 | +11.3% | 17,099 | 0.0% | 0.04% | +16.7% |
| Q3 2023 | $795,958 | -3.3% | 17,099 | 0.0% | 0.04% | -7.7% |
| Q2 2023 | $823,488 | +8.4% | 17,099 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $759,709 | +6.8% | 17,099 | 0.0% | 0.04% | -4.9% |
| Q4 2022 | $711,489 | +4.2% | 17,099 | -2.8% | 0.04% | -6.8% |
| Q3 2022 | $683,000 | -4.7% | 17,599 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $717,000 | -16.9% | 17,599 | 0.0% | 0.05% | -2.1% |
| Q1 2022 | $863,000 | -5.2% | 17,599 | 0.0% | 0.05% | +2.2% |
| Q4 2021 | $910,000 | +9.6% | 17,599 | 0.0% | 0.05% | -2.1% |
| Q3 2021 | $830,000 | +3.0% | 17,599 | +2.9% | 0.05% | +2.2% |
| Q2 2021 | $806,000 | – | 17,099 | – | 0.05% | – |
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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% |