Concord Wealth Partners - 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
Concord Wealth Partners ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$308,642
+157.8%
6,630
+166.7%
0.07%
+153.8%
Q2 2023$119,703
+15.8%
2,486
+6.8%
0.03%
-10.3%
Q1 2023$103,403
+178.9%
2,327
+161.2%
0.03%
+163.6%
Q4 2022$37,075
+9.0%
891
+7.5%
0.01%
+22.2%
Q2 2022$34,0008290.01%
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