DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 555 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,436,452 | -0.5% | 200,701 | -0.5% | 4.40% | -0.3% |
| Q1 2024 | $10,488,088 | -1.5% | 201,694 | -1.5% | 4.41% | -1.1% |
| Q4 2023 | $10,651,472 | +35.5% | 204,836 | +21.3% | 4.46% | +20.8% |
| Q3 2023 | $7,863,366 | +8.2% | 168,923 | +11.9% | 3.69% | +7.2% |
| Q2 2023 | $7,268,115 | +24.6% | 150,916 | +15.0% | 3.44% | +14.2% |
| Q1 2023 | $5,832,637 | +25.4% | 131,277 | +16.8% | 3.02% | +19.3% |
| Q4 2022 | $4,652,872 | +37.3% | 112,389 | +28.7% | 2.53% | +25.6% |
| Q3 2022 | $3,389,000 | +42.6% | 87,294 | +49.7% | 2.01% | +50.8% |
| Q2 2022 | $2,376,000 | +39.2% | 58,308 | +67.5% | 1.33% | +36.7% |
| Q1 2022 | $1,707,000 | – | 34,814 | – | 0.98% | – |
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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% |