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 | $6,414,164 | +14.6% | 108,992 | +10.9% | 0.60% | +1.0% |
| Q1 2024 | $5,598,472 | +132.6% | 98,253 | +111.6% | 0.60% | +92.3% |
| Q4 2023 | $2,406,397 | +26.4% | 46,429 | +13.5% | 0.31% | +15.2% |
| Q3 2023 | $1,904,009 | +5.8% | 40,902 | +9.4% | 0.27% | +11.6% |
| Q2 2023 | $1,800,410 | +7.0% | 37,384 | -1.3% | 0.24% | -2.0% |
| Q1 2023 | $1,683,121 | -1.9% | 37,883 | -8.2% | 0.25% | -8.9% |
| Q4 2022 | $1,716,000 | +19.3% | 41,245 | +11.4% | 0.27% | +14.3% |
| Q3 2022 | $1,438,000 | +22.8% | 37,036 | +28.9% | 0.24% | +57.0% |
| Q2 2022 | $1,171,000 | +13.6% | 28,729 | +44.1% | 0.15% | +3.4% |
| Q4 2021 | $1,031,000 | +50.5% | 19,936 | +37.3% | 0.15% | +39.0% |
| Q3 2021 | $685,000 | +1.8% | 14,522 | +1.7% | 0.10% | -3.7% |
| Q2 2021 | $673,000 | – | 14,280 | – | 0.11% | – |
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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% |