DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 436 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,833,066 | +3.6% | 31,148 | +0.3% | 0.33% | +0.9% |
| Q1 2024 | $1,769,965 | -44.9% | 31,063 | -49.9% | 0.33% | -8.9% |
| Q4 2023 | $3,213,320 | +123.7% | 61,998 | +100.9% | 0.36% | +15.1% |
| Q3 2023 | $1,436,509 | -3.0% | 30,859 | +0.3% | 0.31% | -1.3% |
| Q2 2023 | $1,481,110 | +8.8% | 30,754 | +0.3% | 0.32% | +7.5% |
| Q1 2023 | $1,361,785 | +7.1% | 30,650 | +0.3% | 0.29% | +0.3% |
| Q4 2022 | $1,271,413 | +2.2% | 30,555 | -4.7% | 0.29% | -7.6% |
| Q3 2022 | $1,244,000 | -4.4% | 32,051 | +0.4% | 0.32% | +5.0% |
| Q2 2022 | $1,301,000 | -16.5% | 31,924 | +0.4% | 0.30% | -10.4% |
| Q1 2022 | $1,559,000 | -5.0% | 31,808 | +0.2% | 0.34% | -1.2% |
| Q4 2021 | $1,641,000 | +10.1% | 31,736 | +0.4% | 0.34% | +0.3% |
| Q3 2021 | $1,491,000 | +0.3% | 31,610 | +0.3% | 0.34% | -5.3% |
| Q2 2021 | $1,486,000 | – | 31,524 | – | 0.36% | – |
Download | ||||||
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% |