Allegiance Financial Group Advisory Services LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 432 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Allegiance Financial Group Advisory Services LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,250,461
-3.2%
26,863
+0.1%
0.70%
-7.4%
Q2 2023$1,292,185
+8.5%
26,831
+0.1%
0.76%
-13.4%
Q1 2023$1,191,202
+7.7%
26,811
+0.9%
0.88%
-17.4%
Q4 2022$1,106,07526,5821.06%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
ML & R WEALTH MANAGEMENT LLC 2,137,601$104,785,00038.70%
G2 CAPITAL MANAGEMENT, LLC / OH 1,562,132$76,576,00032.87%
Wealthstream Advisors, Inc. 727,880$35,681,00031.20%
Colony Family Offices, LLC 992,334$48,644,00023.34%
Equius Partners, Inc. 1,088,073$53,337,00022.99%
Index Fund Advisors, Inc. 6,118,988$299,953,00020.45%
Disciplined Equity Management, Inc. 412,515$20,221,00020.26%
Relaxing Retirement Coach 794,602$38,951,00019.98%
Heritage Investment Group, Inc. 527,018$25,834,00018.69%
DIXON FNANCIAL SERVICES, INC. 499,369$24,479,00018.63%
View complete list of DIMENSIONAL ETF TRUST shareholders