DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 464 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,435,525 | +3.4% | 58,377 | +0.1% | 1.22% | +3.6% |
| Q1 2024 | $3,324,137 | +8.7% | 58,338 | -1.1% | 1.18% | -7.3% |
| Q4 2023 | $3,057,539 | +11.1% | 58,991 | -0.2% | 1.28% | +5.4% |
| Q3 2023 | $2,752,566 | -13.6% | 59,131 | -10.7% | 1.21% | -12.8% |
| Q2 2023 | $3,187,523 | +2.7% | 66,186 | -5.2% | 1.39% | -2.7% |
| Q1 2023 | $3,103,387 | +5.3% | 69,849 | -1.3% | 1.43% | 0.0% |
| Q4 2022 | $2,946,037 | +6.3% | 70,801 | -0.9% | 1.43% | -2.1% |
| Q3 2022 | $2,772,000 | -21.7% | 71,409 | -17.8% | 1.46% | -15.7% |
| Q2 2022 | $3,538,000 | -0.5% | 86,828 | +20.0% | 1.73% | -4.9% |
| Q1 2022 | $3,555,000 | -41.1% | 72,366 | -38.0% | 1.82% | +33.2% |
| Q4 2021 | $6,035,000 | -3.6% | 116,729 | -12.1% | 1.37% | -5.9% |
| Q3 2021 | $6,262,000 | +0.1% | 132,772 | -1.3% | 1.45% | -2.8% |
| Q2 2021 | $6,255,000 | – | 134,577 | – | 1.49% | – |
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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% |