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 | $40,788,347 | +27.2% | 693,090 | +23.2% | 0.23% | +6.0% |
| Q1 2024 | $32,056,167 | +17.4% | 562,586 | +6.8% | 0.22% | -2.7% |
| Q4 2023 | $27,298,989 | +13.5% | 526,702 | +1.9% | 0.22% | -6.8% |
| Q3 2023 | $24,056,016 | +57.2% | 516,778 | +62.6% | 0.24% | +54.9% |
| Q2 2023 | $15,303,322 | +14.4% | 317,760 | +5.5% | 0.15% | +5.5% |
| Q1 2023 | $13,379,960 | -52.8% | 301,147 | -55.8% | 0.14% | -42.5% |
| Q4 2022 | $28,362,791 | -99.9% | 681,634 | -37.7% | 0.25% | +11.0% |
| Q3 2022 | $21,271,250,000 | +73766.2% | 1,094,772 | +54.9% | 0.23% | -23.3% |
| Q2 2022 | $28,797,000 | +94.8% | 706,680 | +134.3% | 0.30% | +92.2% |
| Q1 2022 | $14,784,000 | +3.2% | 301,583 | +8.9% | 0.15% | +6.2% |
| Q4 2021 | $14,321,000 | -30.4% | 276,998 | -36.5% | 0.14% | -29.6% |
| Q3 2021 | $20,571,000 | +40.3% | 436,194 | +40.2% | 0.21% | +24.1% |
| Q2 2021 | $14,660,000 | – | 311,089 | – | 0.17% | – |
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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% |