DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 261 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $63,096,085 | +3.2% | 1,072,151 | -0.1% | 0.09% | -1.1% |
| Q1 2024 | $61,141,987 | +10.0% | 1,073,043 | +0.1% | 0.09% | +1.1% |
| Q4 2023 | $55,568,230 | +5.5% | 1,072,125 | -5.2% | 0.09% | -5.3% |
| Q3 2023 | $52,669,394 | -4.7% | 1,131,459 | -1.4% | 0.10% | -2.1% |
| Q2 2023 | $55,267,521 | +7.4% | 1,147,581 | -0.9% | 0.10% | 0.0% |
| Q1 2023 | $51,446,605 | +4.4% | 1,157,925 | -2.2% | 0.10% | -2.0% |
| Q4 2022 | $49,273,007 | +7.2% | 1,184,163 | +0.0% | 0.10% | -2.9% |
| Q3 2022 | $45,966,000 | -5.8% | 1,184,095 | -1.1% | 0.10% | -3.8% |
| Q2 2022 | $48,771,000 | -16.3% | 1,196,833 | +0.6% | 0.11% | -3.6% |
| Q1 2022 | $58,294,000 | -4.7% | 1,189,181 | +0.5% | 0.11% | -3.5% |
| Q4 2021 | $61,164,000 | +10.0% | 1,183,054 | +0.3% | 0.11% | +0.9% |
| Q3 2021 | $55,623,000 | +2.0% | 1,179,446 | +1.9% | 0.11% | +1.8% |
| Q2 2021 | $54,524,000 | – | 1,157,013 | – | 0.11% | – |
Download | ||||||
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% |