DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V773. A total of 157 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,021,692 | +3.8% | 366,289 | +5.6% | 0.02% | +4.3% |
| Q1 2024 | $8,694,061 | +7.4% | 346,930 | +3.6% | 0.02% | -14.8% |
| Q4 2023 | $8,095,033 | +16.0% | 334,921 | +5.3% | 0.03% | -20.6% |
| Q3 2023 | $6,980,458 | -2.0% | 318,161 | +2.0% | 0.03% | +21.4% |
| Q2 2023 | $7,119,698 | +2.6% | 311,994 | +3.4% | 0.03% | +75.0% |
| Q1 2023 | $6,937,679 | +9.1% | 301,769 | +2.0% | 0.02% | -61.0% |
| Q4 2022 | $6,361,769 | +174.8% | 295,759 | +136.1% | 0.04% | +46.4% |
| Q3 2022 | $2,315,000 | – | 125,256 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ballentine Capital Advisors, Inc | 472,976 | $11,649,399 | 6.19% |
| Discipline Wealth Solutions, LLC | 218,676 | $5,385,993 | 4.25% |
| PERRITT CAPITAL MANAGEMENT INC | 308,958 | $7,609,642 | 4.16% |
| Total Wealth Planning, LLC | 886,676 | $22,973,785 | 3.77% |
| Tilson Financial Group, Inc. | 120,217 | $2,961 | 2.99% |
| Edmonds Duncan Registered Investment Advisors, LLC | 485,299 | $11,952,916 | 2.91% |
| Tillman Hartley LLC | 306,588 | $7,551,251 | 2.58% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 278,593 | $6,861,768 | 2.44% |
| Corrigan Financial, Inc. | 370,194 | $9,277,068 | 2.37% |
| AIRE ADVISORS, LLC | 413,225 | $10,154,336 | 2.32% |