DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 333 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,191,506 | +0.1% | 24,262 | +0.1% | 0.71% | +6.2% |
| Q4 2023 | $1,190,585 | +0.2% | 24,243 | +0.2% | 0.67% | -8.6% |
| Q3 2023 | $1,188,590 | +0.1% | 24,203 | -1.8% | 0.73% | -1.1% |
| Q2 2023 | $1,187,327 | +8.4% | 24,654 | -0.0% | 0.74% | +0.8% |
| Q1 2023 | $1,095,446 | +6.9% | 24,656 | +0.1% | 0.73% | -1.7% |
| Q4 2022 | $1,024,749 | -57.9% | 24,627 | -60.7% | 0.74% | -55.5% |
| Q3 2022 | $2,433,000 | -11.5% | 62,665 | -7.1% | 1.67% | -11.0% |
| Q2 2022 | $2,748,000 | -26.0% | 67,431 | -11.0% | 1.88% | +35.2% |
| Q1 2022 | $3,716,000 | – | 75,799 | – | 1.39% | – |
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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% |