DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 538 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $65,620,731 | +11.4% | 1,115,051 | +7.8% | 13.42% | +7.2% |
| Q1 2024 | $58,911,728 | +8.9% | 1,033,902 | -0.9% | 12.52% | -12.2% |
| Q4 2023 | $54,095,423 | +9.3% | 1,043,709 | -1.8% | 14.25% | -1.3% |
| Q3 2023 | $49,491,275 | -0.3% | 1,063,185 | +3.1% | 14.44% | +2.3% |
| Q2 2023 | $49,650,090 | +21.4% | 1,030,940 | +12.0% | 14.12% | +7.8% |
| Q1 2023 | $40,910,551 | +42.4% | 920,787 | +24.4% | 13.10% | +26.6% |
| Q4 2022 | $28,725,284 | +0.0% | 739,961 | 0.0% | 10.34% | +0.1% |
| Q3 2022 | $28,725,000 | -2.8% | 739,961 | +2.0% | 10.33% | -2.1% |
| Q2 2022 | $29,563,000 | -14.7% | 725,469 | +2.6% | 10.55% | -4.2% |
| Q1 2022 | $34,677,000 | -2.4% | 707,413 | +2.9% | 11.01% | -0.7% |
| Q4 2021 | $35,542,000 | – | 687,461 | – | 11.09% | – |
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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% |