COLUMBIA ADVISORY PARTNERS LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 460 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
COLUMBIA ADVISORY PARTNERS LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$429,005
-1.2%
9,216
+2.2%
0.47%
+0.9%
Q2 2023$434,114
-33.9%
9,014
-39.0%
0.46%
-25.0%
Q1 2023$656,453
+6.8%
14,7750.0%0.62%
+5.6%
Q4 2022$614,78814,7750.59%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Heritage Wealth Management, Inc./Texas 828,320$39,891,76635.32%
G2 CAPITAL MANAGEMENT, LLC / OH 1,641,151$79,037,81734.43%
Flagstone Financial Management 1,140,497$54,926,31525.79%
ML & R WEALTH MANAGEMENT LLC 2,319,457$111,705,03324.64%
Relaxing Retirement Coach 1,332,675$64,181,80219.32%
Colony Family Offices, LLC 936,791$45,115,85519.02%
Index Fund Advisors, Inc. 5,970,836$287,555,45818.81%
Disciplined Equity Management, Inc. 458,317$22,072,54717.98%
Wealthstream Advisors, Inc. 689,459$33,204,32217.42%
KM Capital Management Ltd. 465,611$22,423,84816.15%
View complete list of DIMENSIONAL ETF TRUST shareholders