EVERGREEN CAPITAL MANAGEMENT LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 12 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$246,669
-3.3%
5,2990.0%0.01%0.0%
Q2 2023$255,200
+8.4%
5,2990.0%0.01%0.0%
Q1 2023$235,435
+6.8%
5,2990.0%0.01%
+10.0%
Q4 2022$220,491
+7.0%
5,2990.0%0.01%
-9.1%
Q3 2022$206,000
-56.8%
5,299
-54.7%
0.01%
-56.0%
Q2 2022$477,00011,6980.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Heritage Wealth Management, Inc./Texas 828,320$39,891,76635.32%
G2 CAPITAL MANAGEMENT, LLC / OH 1,641,151$79,037,81734.43%
Flagstone Financial Management 1,140,497$54,926,31525.79%
ML & R WEALTH MANAGEMENT LLC 2,319,457$111,705,03324.64%
Relaxing Retirement Coach 1,332,675$64,181,80219.32%
Colony Family Offices, LLC 936,791$45,115,85519.02%
Index Fund Advisors, Inc. 5,970,836$287,555,45818.81%
Disciplined Equity Management, Inc. 458,317$22,072,54717.98%
Wealthstream Advisors, Inc. 689,459$33,204,32217.42%
KM Capital Management Ltd. 465,611$22,423,84816.15%
View complete list of DIMENSIONAL ETF TRUST shareholders