Independent Advisor Alliance - 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
Independent Advisor Alliance ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$3,712,124
+118.5%
79,745
+126.0%
0.17%
+124.0%
Q2 2023$1,699,244
+199.4%
35,283
+176.3%
0.08%
+177.8%
Q1 2023$567,460
+22.0%
12,772
+14.2%
0.03%
-83.1%
Q4 2022$465,15811,1790.16%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
ML & R WEALTH MANAGEMENT LLC 1,992,151$81,180,00036.50%
G2 CAPITAL MANAGEMENT, LLC / OH 1,567,413$63,872,00030.15%
Wealthstream Advisors, Inc. 696,173$28,369,00028.67%
Relaxing Retirement Coach 996,224$40,596,00020.47%
Colony Family Offices, LLC 1,021,979$41,646,00018.87%
Index Fund Advisors, Inc. 5,888,877$239,972,00018.17%
Disciplined Equity Management, Inc. 433,149$17,651,00016.02%
Equius Partners, Inc. 1,082,223$44,101,00014.93%
DIXON FNANCIAL SERVICES, INC. 497,779$20,284,00014.79%
Plancorp, LLC 5,692,337$231,963,00014.62%
View complete list of DIMENSIONAL ETF TRUST shareholders