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 2023 | $64,181,802 | +12.3% | 1,332,675 | +3.6% | 19.32% | +1.5% |
| Q1 2023 | $57,142,094 | +12.6% | 1,286,118 | +5.4% | 19.04% | +1.3% |
| Q4 2022 | $50,751,278 | +16.1% | 1,219,692 | +8.3% | 18.80% | -9.0% |
| Q3 2022 | $43,703,000 | +7.7% | 1,125,869 | +13.0% | 20.65% | +0.9% |
| Q2 2022 | $40,596,000 | +4.2% | 996,224 | +25.4% | 20.47% | +2.5% |
| Q1 2022 | $38,951,000 | +19.0% | 794,602 | +25.5% | 19.98% | +6.2% |
| Q4 2021 | $32,737,000 | +114.2% | 633,192 | +95.4% | 18.82% | +50.2% |
| Q3 2021 | $15,282,000 | +27.6% | 324,041 | +27.4% | 12.53% | +23.0% |
| Q2 2021 | $11,981,000 | – | 254,253 | – | 10.19% | – |
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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% |