DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 436 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $700,845 | -1.3% | 11,909 | -4.4% | 0.01% | -12.5% |
| Q1 2024 | $709,914 | +13.8% | 12,459 | +3.5% | 0.01% | 0.0% |
| Q4 2023 | $623,930 | +982.7% | 12,038 | +872.4% | 0.01% | +700.0% |
| Q3 2023 | $57,629 | +5.2% | 1,238 | +8.8% | 0.00% | 0.0% |
| Q2 2023 | $54,806 | +8.4% | 1,138 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $50,561 | +6.8% | 1,138 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $47,352 | +7.6% | 1,138 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $44,000 | -4.3% | 1,138 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $46,000 | -17.9% | 1,138 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $56,000 | -5.1% | 1,138 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $59,000 | -3.3% | 1,138 | -11.6% | 0.00% | 0.0% |
| Q3 2021 | $61,000 | 0.0% | 1,288 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $61,000 | – | 1,288 | – | 0.00% | – |
Download | ||||||
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% |