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 | $1,473,615 | +2.6% | 25,040 | -0.7% | 0.13% | 0.0% |
| Q1 2024 | $1,436,260 | +31.8% | 25,206 | +19.9% | 0.13% | +22.1% |
| Q4 2023 | $1,089,414 | +17.5% | 21,019 | +5.5% | 0.10% | +5.1% |
| Q3 2023 | $927,427 | -22.5% | 19,923 | -19.8% | 0.10% | -34.4% |
| Q2 2023 | $1,196,870 | +8.8% | 24,852 | +0.3% | 0.15% | +26.9% |
| Q1 2023 | $1,100,453 | +7.1% | 24,768 | +0.3% | 0.12% | +2.6% |
| Q4 2022 | $1,027,412 | +7.7% | 24,691 | +0.5% | 0.12% | +9.4% |
| Q3 2022 | $954,000 | -4.4% | 24,577 | +0.4% | 0.11% | +1.0% |
| Q2 2022 | $998,000 | -27.1% | 24,481 | -12.3% | 0.10% | -18.6% |
| Q1 2022 | $1,369,000 | -5.0% | 27,929 | +0.2% | 0.13% | -2.3% |
| Q4 2021 | $1,441,000 | -12.7% | 27,866 | -20.4% | 0.13% | -14.8% |
| Q3 2021 | $1,651,000 | +0.3% | 35,017 | +0.3% | 0.16% | +0.6% |
| Q2 2021 | $1,646,000 | – | 34,921 | – | 0.15% | – |
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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% |