DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 261 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $726,974 | +3.3% | 12,353 | 0.0% | 0.10% | -3.0% |
| Q1 2024 | $703,874 | +9.9% | 12,353 | 0.0% | 0.10% | -2.0% |
| Q4 2023 | $640,256 | +11.3% | 12,353 | 0.0% | 0.10% | -6.5% |
| Q3 2023 | $575,032 | -3.3% | 12,353 | 0.0% | 0.11% | -9.2% |
| Q2 2023 | $594,920 | +6.8% | 12,353 | -1.5% | 0.12% | -4.0% |
| Q1 2023 | $557,063 | +3.5% | 12,538 | -3.1% | 0.12% | +0.8% |
| Q4 2022 | $538,309 | +9.0% | 12,937 | +1.7% | 0.12% | -7.5% |
| Q3 2022 | $494,000 | -4.4% | 12,727 | +0.3% | 0.13% | -7.6% |
| Q2 2022 | $517,000 | -16.7% | 12,690 | +0.2% | 0.14% | -3.4% |
| Q1 2022 | $621,000 | -7.3% | 12,664 | -2.3% | 0.15% | -7.5% |
| Q4 2021 | $670,000 | +6.3% | 12,967 | -2.9% | 0.16% | -7.5% |
| Q3 2021 | $630,000 | -4.7% | 13,355 | -4.8% | 0.17% | -30.1% |
| Q2 2021 | $661,000 | – | 14,027 | – | 0.25% | – |
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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% |