Waverly Advisors, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$2,645,005
-1.1%
56,821
+2.3%
0.12%
-1.7%
Q2 2023$2,674,064
+489.5%
55,525
+443.8%
0.12%
+387.5%
Q1 2023$453,630
+7.1%
10,210
+0.3%
0.02%0.0%
Q4 2022$423,526
+7.8%
10,178
+0.5%
0.02%
-14.3%
Q3 2022$393,00010,1320.03%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Heritage Wealth Management, Inc./Texas 813,615$37,873,62134.38%
G2 CAPITAL MANAGEMENT, LLC / OH 1,645,694$76,607,06334.38%
ML & R WEALTH MANAGEMENT LLC 2,314,812$107,754,50928.14%
Flagstone Financial Management 1,221,479$56,859,85626.01%
Colony Family Offices, LLC 937,930$43,660,64218.63%
Index Fund Advisors, Inc. 6,005,709$279,565,74518.57%
Disciplined Equity Management, Inc. 453,266$21,099,53317.64%
Root Financial Partners, LLC 660,855$30,762,81016.29%
Wealthstream Advisors, Inc. 671,873$31,275,68316.15%
KM Capital Management Ltd. 506,221$23,564,61216.12%
View complete list of DIMENSIONAL ETF TRUST shareholders