DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V773. A total of 118 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $246,669 | -4.1% | 10,015 | -2.4% | 0.00% | 0.0% |
| Q1 2024 | $257,241 | +3.7% | 10,265 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $248,105 | -15.4% | 10,265 | -23.2% | 0.00% | -40.0% |
| Q3 2023 | $293,228 | +1.9% | 13,365 | +5.9% | 0.01% | +25.0% |
| Q2 2023 | $287,874 | +60.0% | 12,615 | +61.2% | 0.00% | +33.3% |
| Q1 2023 | $179,897 | – | 7,825 | – | 0.00% | – |
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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% |