DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,167,080 | +3.9% | 155,770 | +0.6% | 3.48% | +3.2% |
| Q1 2024 | $8,823,816 | +8.4% | 154,858 | -1.4% | 3.37% | -4.1% |
| Q4 2023 | $8,138,952 | +20.7% | 157,032 | +8.4% | 3.52% | +2.4% |
| Q3 2023 | $6,745,884 | -4.2% | 144,917 | -0.9% | 3.43% | -1.2% |
| Q2 2023 | $7,040,021 | +9.3% | 146,180 | +0.8% | 3.48% | +0.3% |
| Q1 2023 | $6,442,343 | +3.3% | 145,000 | -3.3% | 3.46% | -3.3% |
| Q4 2022 | $6,238,360 | +7.3% | 149,925 | +0.1% | 3.58% | -4.5% |
| Q3 2022 | $5,815,000 | -5.4% | 149,788 | -0.7% | 3.75% | -0.7% |
| Q2 2022 | $6,147,000 | -16.7% | 150,842 | +0.1% | 3.78% | -10.3% |
| Q1 2022 | $7,383,000 | +5.2% | 150,619 | +0.3% | 4.21% | -0.8% |
| Q4 2021 | $7,016,000 | – | 150,238 | – | 4.25% | – |
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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% |