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 | $16,984,859 | +0.1% | 288,612 | -3.1% | 0.11% | -6.6% |
| Q1 2024 | $16,968,892 | +4.1% | 297,804 | -5.3% | 0.12% | -3.9% |
| Q4 2023 | $16,293,562 | +22.4% | 314,365 | -22.3% | 0.13% | +7.6% |
| Q3 2023 | $13,311,921 | -18.9% | 404,770 | +21.3% | 0.12% | -17.5% |
| Q2 2023 | $16,409,936 | +45.1% | 333,612 | +31.1% | 0.14% | +32.4% |
| Q1 2023 | $11,308,776 | +92.0% | 254,530 | +6.5% | 0.11% | -63.5% |
| Q4 2022 | $5,889,004 | -10.0% | 238,929 | +41.7% | 0.30% | +294.7% |
| Q3 2022 | $6,545,000 | +11.7% | 168,595 | +17.2% | 0.08% | +44.2% |
| Q2 2022 | $5,862,000 | +106.2% | 143,857 | +161.6% | 0.05% | +147.6% |
| Q4 2021 | $2,843,000 | +23.6% | 54,986 | +12.7% | 0.02% | +40.0% |
| Q3 2021 | $2,301,000 | +187.3% | 48,781 | +186.9% | 0.02% | +114.3% |
| Q2 2021 | $801,000 | – | 17,005 | – | 0.01% | – |
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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% |