PDS Planning, Inc - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 555 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$252,294
+3.6%
4,287
+0.3%
0.02%
-3.8%
Q1 2024$243,609
+10.2%
4,275
+0.2%
0.03%
+4.0%
Q4 2023$221,133
+8.5%
4,267
+0.8%
0.02%
-3.8%
Q2 2023$203,853
-6.9%
4,233
+0.1%
0.03%
-38.1%
Q4 2021$219,0004,2300.04%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2024
NameSharesValueWeighting ↓
Heritage Wealth Management, Inc./Texas 797,100$33,167,31633.64%
ML & R WEALTH MANAGEMENT LLC 2,200,219$91,551,10427.36%
Flagstone Financial Management 880,683$36,645,23622.32%
G2 CAPITAL MANAGEMENT, LLC / OH 1,431,639$59,570,51521.85%
Relaxing Retirement Coach 1,219,692$50,751,27818.80%
Wealthstream Advisors, Inc. 689,949$28,708,79618.71%
Colony Family Offices, LLC 1,022,280$42,537,07117.72%
Index Fund Advisors, Inc. 6,001,925$249,74017.56%
Disciplined Equity Management, Inc. 438,451$18,24416.14%
KM Capital Management Ltd. 371,091$15,441,12615.36%
View complete list of DIMENSIONAL ETF TRUST shareholders