Cornerstone Planning Group 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
Cornerstone Planning Group LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$40,080
-3.3%
8610.0%0.02%
-6.2%
Q2 2023$41,466
-48.7%
861
-55.0%
0.02%
-52.9%
Q4 2022$80,8821,9130.03%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 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