DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 464 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,180,759 | +6.4% | 20,064 | +0.7% | 0.03% | 0.0% |
| Q1 2024 | $1,109,415 | +30.6% | 19,932 | +21.6% | 0.03% | 0.0% |
| Q4 2023 | $849,546 | +107.6% | 16,391 | +86.4% | 0.03% | +100.0% |
| Q3 2023 | $409,314 | -7.8% | 8,793 | -4.6% | 0.01% | -7.1% |
| Q2 2023 | $444,083 | +8.4% | 9,221 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $409,689 | +6.8% | 9,221 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $383,686 | +4.5% | 9,221 | -2.5% | 0.01% | -12.5% |
| Q3 2022 | $367,000 | -8.9% | 9,453 | -4.3% | 0.02% | +33.3% |
| Q2 2022 | $403,000 | -20.2% | 9,878 | -4.1% | 0.01% | -60.0% |
| Q1 2022 | $505,000 | -5.3% | 10,302 | 0.0% | 0.03% | -42.3% |
| Q4 2021 | $533,000 | +5.5% | 10,302 | -3.7% | 0.05% | -1.9% |
| Q3 2021 | $505,000 | +0.2% | 10,702 | 0.0% | 0.05% | +12.8% |
| Q2 2021 | $504,000 | – | 10,702 | – | 0.05% | – |
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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% |