Focused Wealth Management, Inc - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is 56.76 and the average weighting 1.4%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$248,158
-3.3%
5,3310.0%0.04%
-4.3%
Q2 2023$256,741
+8.4%
5,3310.0%0.05%
-4.2%
Q1 2023$236,856
+6.8%
5,3310.0%0.05%
+6.7%
Q4 2022$221,8235,3310.04%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Heritage Wealth Management, Inc./Texas 797,100$33,167,31633.64%
ML & R WEALTH MANAGEMENT LLC 2,200,219$91,551,10427.36%
Flagstone Financial Management 880,683$36,645,23622.32%
G2 CAPITAL MANAGEMENT, LLC / OH 1,431,639$59,570,51521.85%
Relaxing Retirement Coach 1,219,692$50,751,27818.80%
Wealthstream Advisors, Inc. 689,949$28,708,79618.71%
Colony Family Offices, LLC 1,022,280$42,537,07117.72%
Index Fund Advisors, Inc. 6,001,925$249,74017.56%
Disciplined Equity Management, Inc. 438,451$18,24416.14%
KM Capital Management Ltd. 371,091$15,441,12615.36%
View complete list of DIMENSIONAL ETF TRUST shareholders