COLUMBIA ADVISORY PARTNERS LLC - 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
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 Q3 2023
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