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 | $1,542,164 | +3.3% | 26,205 | 0.0% | 0.20% | -15.6% |
| Q1 2024 | $1,493,161 | +9.9% | 26,205 | 0.0% | 0.24% | -0.4% |
| Q4 2023 | $1,358,205 | +11.3% | 26,205 | 0.0% | 0.24% | -10.2% |
| Q3 2023 | $1,219,843 | -3.3% | 26,205 | 0.0% | 0.26% | -5.7% |
| Q2 2023 | $1,262,033 | +8.4% | 26,205 | 0.0% | 0.28% | -3.4% |
| Q1 2023 | $1,164,288 | +6.8% | 26,205 | 0.0% | 0.29% | -7.0% |
| Q4 2022 | $1,090,390 | +5.7% | 26,205 | -1.5% | 0.31% | -8.5% |
| Q3 2022 | $1,032,000 | -4.8% | 26,591 | 0.0% | 0.34% | -7.1% |
| Q2 2022 | $1,084,000 | -36.0% | 26,591 | -23.0% | 0.37% | -30.6% |
| Q1 2022 | $1,693,000 | -5.2% | 34,540 | 0.0% | 0.53% | -9.2% |
| Q4 2021 | $1,786,000 | +8.4% | 34,540 | -1.1% | 0.58% | -6.7% |
| Q3 2021 | $1,647,000 | +20.1% | 34,917 | +20.1% | 0.63% | +6.8% |
| Q2 2021 | $1,371,000 | – | 29,083 | – | 0.59% | – |
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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% |