DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V773. A total of 157 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,699,508 | -2.1% | 69,002 | -0.4% | 0.62% | -5.1% |
Q1 2024 | $1,735,347 | +12.1% | 69,248 | +8.1% | 0.65% | +3.2% |
Q4 2023 | $1,548,705 | +31.7% | 64,075 | +19.5% | 0.63% | +17.3% |
Q3 2023 | $1,176,175 | +9.3% | 53,609 | +13.7% | 0.54% | +9.3% |
Q2 2023 | $1,075,826 | +41.1% | 47,144 | +33.0% | 0.49% | +30.4% |
Q4 2022 | $762,431 | – | 35,445 | – | 0.38% | – |
Download |
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% |