JNBA Financial Advisors - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 363 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$7,961
-16.5%
171
-13.6%
0.00%0.0%
Q2 2023$9,536
+6.8%
198
-1.5%
0.00%0.0%
Q1 2023$8,931
+0.8%
201
-5.6%
0.00%0.0%
Q4 2022$8,863
-1.5%
213
-4.5%
0.00%0.0%
Q3 2022$9,0000.0%223
-2.2%
0.00%0.0%
Q2 2022$9,000
-25.0%
228
-7.3%
0.00%
-50.0%
Q1 2022$12,000
-33.3%
246
-29.3%
0.00%0.0%
Q4 2021$18,000
+12.5%
3480.0%0.00%0.0%
Q3 2021$16,000
-27.3%
348
-26.6%
0.00%
-33.3%
Q2 2021$22,0004740.00%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2021
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