DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,522,370 | -24.8% | 25,868 | -27.2% | 0.47% | -31.1% |
| Q1 2024 | $2,024,182 | -1.1% | 35,525 | -10.0% | 0.69% | -10.9% |
| Q4 2023 | $2,046,442 | -1.1% | 39,484 | -11.2% | 0.77% | -14.4% |
| Q3 2023 | $2,069,320 | -9.0% | 44,454 | -5.8% | 0.90% | -7.0% |
| Q2 2023 | $2,272,996 | -9.5% | 47,196 | -16.5% | 0.97% | -19.8% |
| Q1 2023 | $2,511,060 | -11.8% | 56,517 | -17.4% | 1.21% | -31.1% |
| Q4 2022 | $2,845,985 | +10.6% | 68,398 | +3.1% | 1.75% | -0.5% |
| Q3 2022 | $2,574,000 | -12.7% | 66,325 | +10.2% | 1.76% | -2.9% |
| Q2 2022 | $2,949,000 | +1.8% | 60,161 | +7.3% | 1.82% | +7.3% |
| Q4 2021 | $2,898,000 | +49.1% | 56,056 | +35.9% | 1.69% | +34.4% |
| Q3 2021 | $1,944,000 | +273.1% | 41,235 | +272.4% | 1.26% | +239.1% |
| Q2 2021 | $521,000 | – | 11,073 | – | 0.37% | – |
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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% |