DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V773. A total of 78 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,122,352 | +14.1% | 233,471 | +18.7% | 0.06% | -12.3% |
Q2 2023 | $4,487,687 | +21.2% | 196,657 | +22.1% | 0.07% | +15.9% |
Q1 2023 | $3,702,108 | +52.1% | 161,032 | +42.3% | 0.06% | +34.0% |
Q4 2022 | $2,433,403 | +81.9% | 113,129 | +56.4% | 0.05% | +56.7% |
Q3 2022 | $1,338,000 | +170.3% | 72,342 | +205.0% | 0.03% | +200.0% |
Q2 2022 | $495,000 | – | 23,720 | – | 0.01% | – |
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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% |