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 | $6,409,727 | +3.3% | 108,916 | 0.0% | 1.13% | -1.4% |
| Q1 2024 | $6,206,054 | +9.3% | 108,916 | -0.6% | 1.14% | -17.5% |
| Q4 2023 | $5,677,165 | +11.3% | 109,534 | -0.0% | 1.38% | -7.6% |
| Q3 2023 | $5,099,802 | -3.4% | 109,555 | -0.0% | 1.50% | -3.4% |
| Q2 2023 | $5,276,571 | +8.4% | 109,563 | +0.0% | 1.55% | +1.3% |
| Q1 2023 | $4,867,722 | +7.0% | 109,559 | +0.2% | 1.53% | -25.2% |
| Q4 2022 | $4,549,985 | +6.6% | 109,348 | -0.6% | 2.05% | +8.1% |
| Q3 2022 | $4,270,000 | -14.7% | 109,995 | 0.0% | 1.89% | +0.9% |
| Q2 2022 | $5,006,000 | – | 109,995 | – | 1.88% | – |
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% |