Beta Wealth Group, Inc. - 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
Beta Wealth Group, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$258,977
-7.1%
5,563
-3.9%
0.15%
-5.0%
Q2 2023$278,802
-1.9%
5,789
-9.5%
0.16%
-1.2%
Q1 2023$284,1266,3950.16%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 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