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 | $890,066 | +7.3% | 15,124 | +3.9% | 0.07% | +1.5% |
| Q1 2024 | $829,813 | +10.0% | 14,563 | +0.0% | 0.06% | +20.4% |
| Q4 2023 | $754,688 | +9.6% | 14,561 | -1.5% | 0.05% | -6.9% |
| Q3 2023 | $688,369 | -2.9% | 14,788 | +0.5% | 0.06% | -3.3% |
| Q2 2023 | $708,718 | +8.4% | 14,716 | +0.0% | 0.06% | -1.6% |
| Q1 2023 | $653,659 | +11.5% | 14,712 | +4.4% | 0.06% | +1.7% |
| Q4 2022 | $586,351 | -46.4% | 14,091 | -50.0% | 0.06% | -4.8% |
| Q3 2022 | $1,094,000 | -15.1% | 28,173 | -10.8% | 0.06% | -14.9% |
| Q2 2022 | $1,288,000 | +64.9% | 31,573 | +108.8% | 0.07% | -3.9% |
| Q4 2021 | $781,000 | +12.2% | 15,124 | +2.4% | 0.08% | +6.9% |
| Q2 2021 | $696,000 | – | 14,771 | – | 0.07% | – |
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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% |