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 | $29,890,445 | +8.8% | 507,909 | +5.4% | 0.31% | +1.6% |
| Q1 2024 | $27,470,856 | +24.3% | 482,114 | +13.1% | 0.31% | +13.2% |
| Q4 2023 | $22,099,535 | +17.8% | 426,385 | +5.8% | 0.27% | +1.5% |
| Q3 2023 | $18,757,136 | -2.5% | 402,946 | +0.9% | 0.27% | -2.5% |
| Q2 2023 | $19,228,891 | +14.7% | 399,271 | +5.8% | 0.28% | +3.0% |
| Q1 2023 | $16,760,329 | +9.9% | 377,230 | +2.9% | 0.27% | +1.1% |
| Q4 2022 | $15,247,610 | +24.2% | 366,441 | +15.9% | 0.26% | +10.4% |
| Q3 2022 | $12,277,000 | +9.9% | 316,263 | +15.4% | 0.24% | +12.7% |
| Q2 2022 | $11,166,000 | +7.8% | 274,002 | +29.6% | 0.21% | +25.3% |
| Q1 2022 | $10,360,000 | -4.7% | 211,351 | +0.5% | 0.17% | -0.6% |
| Q4 2021 | $10,876,000 | +10.9% | 210,360 | +1.2% | 0.17% | +2.4% |
| Q3 2021 | $9,806,000 | +3.6% | 207,934 | +3.6% | 0.17% | +2.5% |
| Q2 2021 | $9,462,000 | – | 200,779 | – | 0.16% | – |
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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% |