Concord Wealth Partners - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

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 Q2 2022
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