DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V773. A total of 101 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,407,262 | -2.5% | 97,737 | -0.8% | 0.08% | +88.9% |
| Q1 2024 | $2,469,463 | +8.1% | 98,542 | +0.8% | 0.04% | -40.0% |
| Q4 2023 | $2,284,114 | +13.2% | 97,737 | +6.3% | 0.08% | -2.6% |
| Q3 2023 | $2,017,953 | -3.9% | 91,976 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $2,098,892 | -0.7% | 91,976 | 0.0% | 0.08% | -6.1% |
| Q1 2023 | $2,114,528 | +120661.2% | 91,976 | +13.0% | 0.08% | -17.2% |
| Q4 2022 | $1,751 | -97.9% | 81,390 | +1955.3% | 0.10% | +3200.0% |
| Q2 2022 | $82,000 | – | 3,960 | – | 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% |