Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US CORE EQT MKT
-
Number of holders
-
314
-
Total 13F shares, excl. options
-
70.3M
-
Shares change
-
+12M
-
Total reported value, excl. options
-
$2.18B
-
Value change
-
+$374M
-
Put/Call ratio
-
0
-
Number of buys
-
186
-
Number of sells
-
-92
-
Price
-
$30.99
Significant Holders of DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) as of Q2 2023
325 filings reported holding DFAU - DIMENSIONAL ETF TRUST - US CORE EQT MKT as of Q2 2023.
DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) has 314 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 70.3M shares
.
Largest 10 shareholders include Modera Wealth Management, LLC (4.61M shares), Sequoia Financial Advisors, LLC (3.16M shares), Aquire Wealth Advisors, LLC (3.03M shares), Blankinship & Foster, LLC (2.59M shares), Allworth Financial LP (2.45M shares), Kooman & Associates (1.95M shares), Meridian Wealth Partners, LLC (1.87M shares), Arista Wealth Management, LLC (1.57M shares), AE Wealth Management LLC (1.38M shares), and Spinnaker Investment Group, LLC (1.3M shares).
This table shows the top 314 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.