DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V773. A total of 31 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,689,456 | -5.5% | 122,582 | -1.8% | 0.65% | -5.1% |
Q2 2023 | $2,847,264 | +12.3% | 124,771 | +13.2% | 0.69% | +5.5% |
Q1 2023 | $2,535,058 | +13.6% | 110,268 | +6.3% | 0.65% | +7.0% |
Q4 2022 | $2,230,833 | +67.2% | 103,711 | +43.7% | 0.61% | +51.4% |
Q3 2022 | $1,334,000 | -16.8% | 72,193 | -6.2% | 0.40% | -14.6% |
Q2 2022 | $1,603,000 | – | 76,966 | – | 0.47% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PERRITT CAPITAL MANAGEMENT INC | 261,160 | $5,440,000 | 3.30% |
BALASA DINVERNO & FOLTZ LLC | 1,726,540 | $35,964,000 | 2.26% |
COLLECTIVE FAMILY OFFICE LLC | 109,397 | $2,279,000 | 0.99% |
Total Wealth Planning, LLC | 107,429 | $2,238,000 | 0.65% |
Resource Planning Group | 33,997 | $708,000 | 0.59% |
Abacus Planning Group, Inc. | 76,966 | $1,603,000 | 0.47% |
DIMENSIONAL FUND ADVISORS LP | 400,000 | $833,200,000 | 0.30% |
CARDIFF PARK ADVISORS, LLC | 80,916 | $1,685,000 | 0.26% |
Evanson Asset Management, LLC | 95,969 | $1,999,000 | 0.22% |
Relaxing Retirement Coach | 19,912 | $415,000 | 0.21% |