DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 390 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $97,213,623 | +4.7% | 1,651,888 | +1.4% | 30.26% | +1.3% |
| Q1 2024 | $92,829,945 | +10.7% | 1,629,167 | +0.7% | 29.86% | +4.7% |
| Q4 2023 | $83,888,389 | +9.5% | 1,618,530 | -1.7% | 28.52% | -17.0% |
| Q3 2023 | $76,607,063 | -3.1% | 1,645,694 | +0.3% | 34.38% | -0.2% |
| Q2 2023 | $79,037,817 | +16.4% | 1,641,151 | +7.4% | 34.43% | +18.7% |
| Q1 2023 | $67,920,200 | +14.0% | 1,528,701 | +6.8% | 29.00% | +32.7% |
| Q4 2022 | $59,570,515 | +0.4% | 1,431,639 | -6.3% | 21.85% | -20.4% |
| Q3 2022 | $59,335,000 | -7.1% | 1,528,453 | -2.5% | 27.46% | -8.9% |
| Q2 2022 | $63,872,000 | -16.6% | 1,567,413 | +0.3% | 30.15% | -8.3% |
| Q1 2022 | $76,576,000 | -4.2% | 1,562,132 | +1.0% | 32.87% | +10.5% |
| Q4 2021 | $79,928,000 | – | 1,545,999 | – | 29.76% | – |
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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% |