DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V773. A total of 128 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $959,597 | -1.7% | 43,737 | +2.2% | 0.21% | +2.0% |
Q2 2023 | $976,285 | +11.1% | 42,782 | +12.0% | 0.20% | +5.7% |
Q1 2023 | $878,356 | +20.5% | 38,206 | +12.7% | 0.19% | +16.3% |
Q4 2022 | $729,081 | +58.2% | 33,895 | +35.8% | 0.17% | +40.7% |
Q3 2022 | $461,000 | +73.3% | 24,968 | +95.4% | 0.12% | +81.5% |
Q2 2022 | $266,000 | – | 12,776 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PERRITT CAPITAL MANAGEMENT INC | 271,324 | $5,836,179 | 3.33% |
Tillman Hartley LLC | 263,296 | $5,663,491 | 2.44% |
MATHER GROUP, LLC. | 5,764,153 | $123,986,934 | 2.39% |
LAM GROUP, INC. | 92,885 | $1,997,956 | 2.05% |
Total Wealth Planning, LLC | 366,442 | $7,882,175 | 1.95% |
Larson Financial Group LLC | 735,647 | $15,823,773 | 1.89% |
Planning Center, Inc. | 276,030 | $5,937,405 | 1.81% |
Efficient Advisors, LLC | 813,159 | $17,491,041 | 1.78% |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 158,728 | $3,414,239 | 1.65% |
Resource Planning Group | 93,123 | $2,003,085 | 1.60% |