DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 285 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,182,373 | +17.5% | 54,076 | +13.8% | 1.48% | +16.7% |
| Q1 2024 | $2,707,576 | +24.8% | 47,518 | +13.5% | 1.27% | +11.2% |
| Q4 2023 | $2,169,759 | +9.7% | 41,863 | -1.5% | 1.14% | -6.2% |
| Q3 2023 | $1,978,515 | -2.0% | 42,503 | +1.4% | 1.22% | +0.3% |
| Q2 2023 | $2,018,675 | +12.7% | 41,916 | +4.0% | 1.21% | +5.8% |
| Q1 2023 | $1,791,018 | +6.7% | 40,311 | -0.1% | 1.15% | -0.2% |
| Q4 2022 | $1,678,589 | +22.3% | 40,341 | +14.2% | 1.15% | +7.1% |
| Q3 2022 | $1,372,000 | -6.3% | 35,332 | -1.8% | 1.07% | +1.6% |
| Q2 2022 | $1,465,000 | -10.8% | 35,963 | +7.3% | 1.06% | +1.2% |
| Q1 2022 | $1,643,000 | +8.3% | 33,524 | +14.3% | 1.04% | +11.7% |
| Q4 2021 | $1,517,000 | +5.3% | 29,336 | +3.9% | 0.93% | -0.8% |
| Q3 2021 | $1,441,000 | – | 28,236 | – | 0.94% | – |
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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% |