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 | $218,362,279 | +123.1% | 3,710,489 | +116.0% | 0.23% | +115.7% |
| Q1 2024 | $97,872,386 | +9.1% | 1,717,662 | -0.8% | 0.11% | -34.9% |
| Q4 2023 | $89,747,171 | +10.4% | 1,731,568 | -0.9% | 0.17% | +52.3% |
| Q3 2023 | $81,323,982 | -3.0% | 1,747,024 | +0.4% | 0.11% | -2.7% |
| Q2 2023 | $83,824,859 | +7.5% | 1,740,549 | -0.8% | 0.11% | 0.0% |
| Q1 2023 | $77,993,427 | +8.2% | 1,755,423 | +1.4% | 0.11% | +3.7% |
| Q4 2022 | $72,068,349 | +16.3% | 1,731,996 | +8.5% | 0.11% | +0.9% |
| Q3 2022 | $61,994,000 | -4.7% | 1,596,972 | +0.0% | 0.11% | 0.0% |
| Q2 2022 | $65,071,000 | -17.0% | 1,596,824 | -0.1% | 0.11% | -11.6% |
| Q1 2022 | $78,386,000 | -3.4% | 1,599,071 | +1.9% | 0.12% | -6.9% |
| Q4 2021 | $81,168,000 | +6.3% | 1,569,983 | -3.1% | 0.13% | -4.4% |
| Q3 2021 | $76,385,000 | -0.2% | 1,619,700 | -0.2% | 0.14% | 0.0% |
| Q2 2021 | $76,502,000 | – | 1,623,397 | – | 0.14% | – |
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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% |