True Wealth Design, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is 56.76 and the average weighting 1.4%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$2,691,009
-14.6%
57,809
-11.6%
0.90%
-21.8%
Q2 2023$3,150,628
+8.4%
65,4200.0%1.15%
-5.5%
Q1 2023$2,906,61165,4201.22%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 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