Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US CORE EQT MKT
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Number of holders
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391
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Total 13F shares, excl. options
-
100M
-
Shares change
-
+7.19M
-
Total reported value, excl. options
-
$3.97B
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Value change
-
+$290M
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Number of buys
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218
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Number of sells
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-133
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Price
-
$39.69
Significant Holders of DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) as of Q3 2024
408 filings reported holding DFAU - DIMENSIONAL ETF TRUST - US CORE EQT MKT as of Q3 2024.
DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) has 391 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 100M shares
.
Largest 10 shareholders include Sequoia Financial Advisors, LLC (4.82M shares), Modera Wealth Management, LLC (3.68M shares), Aquire Wealth Advisors, LLC (3.5M shares), Allworth Financial LP (2.88M shares), Blankinship & Foster, LLC (2.8M shares), Kooman & Associates (2.63M shares), OneDigital Investment Advisors LLC (2.53M shares), Spinnaker Investment Group, LLC (2M shares), Arista Wealth Management, LLC (1.9M shares), and AE Wealth Management LLC (1.84M shares).
This table shows the top 391 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.