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 | 291,134 | $6,387,480 | 3.70% |
Total Wealth Planning, LLC | 686,315 | $15,057,741 | 3.08% |
AIRE ADVISORS, LLC | 472,853 | $10,374,466 | 2.78% |
Edmonds Duncan Registered Investment Advisors, LLC | 451,160 | $9,898,450 | 2.78% |
Tillman Hartley LLC | 291,255 | $6,390,125 | 2.63% |
MATHER GROUP, LLC. | 6,130,728 | $134,508,164 | 2.39% |
Planning Center, Inc. | 401,991 | $8,819,683 | 2.29% |
Larson Financial Group LLC | 1,022,483 | $22,433,273 | 2.21% |
LAM GROUP, INC. | 95,415 | $2,093,405 | 2.06% |
Resource Planning Group | 107,869 | $2,366,648 | 2.01% |