DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 261 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,063,474 | +3.6% | 18,071 | +0.3% | 0.02% | 0.0% |
| Q1 2024 | $1,026,945 | +8.4% | 18,023 | -1.4% | 0.02% | -4.2% |
| Q4 2023 | $947,073 | +11.8% | 18,273 | +0.4% | 0.02% | 0.0% |
| Q3 2023 | $846,881 | -3.0% | 18,193 | +0.3% | 0.02% | 0.0% |
| Q2 2023 | $873,259 | +8.8% | 18,132 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $802,983 | +5.9% | 18,073 | -0.8% | 0.02% | -14.3% |
| Q4 2022 | $758,081 | +12.0% | 18,219 | +4.5% | 0.03% | -66.7% |
| Q3 2022 | $677,000 | -4.2% | 17,427 | +0.4% | 0.08% | +189.7% |
| Q2 2022 | $707,000 | -22.5% | 17,358 | -6.7% | 0.03% | -12.1% |
| Q1 2022 | $912,000 | -5.0% | 18,603 | +0.2% | 0.03% | -5.7% |
| Q4 2021 | $960,000 | +10.1% | 18,561 | +0.4% | 0.04% | +2.9% |
| Q3 2021 | $872,000 | +0.3% | 18,487 | +0.3% | 0.03% | -5.6% |
| Q2 2021 | $869,000 | – | 18,436 | – | 0.04% | – |
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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% |