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 | $34,651,021 | +476.2% | 588,802 | +455.1% | 0.09% | +468.8% |
| Q1 2024 | $6,013,423 | +10.6% | 106,066 | +1.1% | 0.02% | -11.1% |
| Q4 2023 | $5,438,086 | +186.1% | 104,912 | +156.9% | 0.02% | +100.0% |
| Q3 2023 | $1,900,654 | -57.9% | 40,830 | -56.4% | 0.01% | -50.0% |
| Q2 2023 | $4,511,524 | -99.7% | 93,669 | -0.9% | 0.02% | -99.6% |
| Q1 2023 | $1,762,478,001 | +44762.0% | 94,524 | +81.3% | 4.16% | +16524.0% |
| Q4 2022 | $3,928,667 | +6.8% | 52,123 | -45.0% | 0.02% | -43.2% |
| Q3 2022 | $3,677,000 | +75.4% | 94,730 | +23.4% | 0.04% | +91.3% |
| Q2 2022 | $2,096,000 | -9.4% | 76,750 | +62.7% | 0.02% | -36.1% |
| Q1 2022 | $2,313,000 | – | 47,184 | – | 0.04% | – |
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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% |