DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 453 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is 56.76 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,320,731 | +3.3% | 226,351 | +0.0% | 6.86% | +5.6% |
| Q1 2024 | $12,895,473 | +8.0% | 226,316 | -1.8% | 6.50% | -1.6% |
| Q4 2023 | $11,943,314 | +13.5% | 230,432 | +2.0% | 6.61% | -1.6% |
| Q3 2023 | $10,519,596 | -3.0% | 225,985 | +0.3% | 6.72% | -10.6% |
| Q2 2023 | $10,850,434 | +8.7% | 225,300 | +0.2% | 7.52% | +1.5% |
| Q1 2023 | $9,986,348 | +8.3% | 224,766 | +1.4% | 7.41% | -15.3% |
| Q4 2022 | $9,220,300 | +3.8% | 221,589 | -3.2% | 8.75% | -14.3% |
| Q3 2022 | $8,886,000 | -1.5% | 228,903 | +3.4% | 10.21% | +4.6% |
| Q2 2022 | $9,022,000 | -16.1% | 221,403 | +0.9% | 9.76% | -14.9% |
| Q1 2022 | $10,757,000 | -4.1% | 219,435 | +1.2% | 11.47% | -3.4% |
| Q4 2021 | $11,214,000 | – | 216,915 | – | 11.87% | – |
Download | ||||||
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% |