DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V773. A total of 79 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,004,596 | +30.5% | 121,989 | +32.8% | 0.64% | +19.4% |
Q1 2024 | $2,302,101 | +25.1% | 91,862 | +20.7% | 0.54% | +16.4% |
Q4 2023 | $1,839,530 | -9.1% | 76,108 | -17.5% | 0.46% | -18.6% |
Q3 2023 | $2,023,065 | +5.5% | 92,209 | +9.7% | 0.57% | +8.4% |
Q2 2023 | $1,918,477 | +12.2% | 84,070 | +13.1% | 0.53% | +6.9% |
Q1 2023 | $1,709,628 | +9.5% | 74,364 | +2.4% | 0.49% | +2.3% |
Q4 2022 | $1,561,432 | – | 72,591 | – | 0.48% | – |
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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% |