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 | $1,008,450 | +18.1% | 17,136 | +14.4% | 0.19% | +10.0% |
| Q1 2024 | $853,567 | +72.0% | 14,980 | +56.5% | 0.17% | +50.4% |
| Q4 2023 | $496,116 | +8.8% | 9,572 | -2.3% | 0.11% | -4.2% |
| Q3 2023 | $455,883 | -21.8% | 9,793 | -19.1% | 0.12% | -24.8% |
| Q2 2023 | $582,990 | +10.8% | 12,105 | +2.2% | 0.16% | +4.0% |
| Q1 2023 | $526,052 | +9.0% | 11,840 | +2.1% | 0.15% | -1.9% |
| Q4 2022 | $482,708 | +14.4% | 11,601 | +6.6% | 0.15% | +2.7% |
| Q3 2022 | $422,000 | -2.1% | 10,879 | +2.8% | 0.15% | +9.5% |
| Q2 2022 | $431,000 | – | 10,579 | – | 0.14% | – |
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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% |