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 | $2,189,968 | -6.2% | 99,816 | -2.4% | 1.33% | +6.8% |
Q2 2023 | $2,333,538 | +2.3% | 102,258 | +3.1% | 1.25% | +29.9% |
Q1 2023 | $2,280,441 | +18.7% | 99,193 | +11.0% | 0.96% | +2.1% |
Q4 2022 | $1,921,539 | +71.6% | 89,332 | +47.4% | 0.94% | +82.5% |
Q3 2022 | $1,120,000 | +186.4% | 60,619 | +222.7% | 0.52% | +191.0% |
Q2 2022 | $391,000 | – | 18,785 | – | 0.18% | – |
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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% |