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 | $1,431,808 | +1.3% | 24,330 | -1.9% | 1.00% | +2.1% |
| Q1 2024 | $1,413,035 | +1.6% | 24,799 | -7.5% | 0.98% | -4.9% |
| Q4 2023 | $1,390,174 | -0.2% | 26,822 | -10.4% | 1.02% | -16.3% |
| Q3 2023 | $1,393,092 | -12.8% | 29,927 | -9.7% | 1.22% | -7.1% |
| Q2 2023 | $1,596,777 | +8.0% | 33,156 | -0.4% | 1.32% | -1.7% |
| Q1 2023 | $1,478,571 | +34.6% | 33,279 | +26.0% | 1.34% | +22.8% |
| Q4 2022 | $1,098,572 | -18.7% | 26,402 | -24.2% | 1.09% | -23.4% |
| Q3 2022 | $1,352,000 | +1.0% | 34,821 | +6.0% | 1.43% | +11.7% |
| Q2 2022 | $1,338,000 | -3.0% | 32,842 | +16.7% | 1.28% | +14.4% |
| Q1 2022 | $1,380,000 | -0.4% | 28,144 | +5.1% | 1.12% | +26.1% |
| Q4 2021 | $1,385,000 | +17.4% | 26,788 | +7.1% | 0.89% | +14.5% |
| Q3 2021 | $1,180,000 | – | 25,022 | – | 0.77% | – |
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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% |