Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US EQUITY MARKET
-
Total 13F shares
-
727,808
-
Share change
-
+89,577
-
Total reported value
-
$37,722,273
-
Price per share
-
$51.83
-
Number of holders
-
5
-
Value change
-
+$4,642,793
-
Number of buys
-
3
-
Number of sells
-
1
Institutional Holders of DIMENSIONAL ETF TRUST - US EQUITY MARKET (DFUS) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - US EQUITY MARKET (DFUS) was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
727,808 shares.
The largest 10 holders included
BUCKINGHAM STRATEGIC WEALTH, LLC, Index Fund Advisors, Inc., Plancorp, LLC, ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, ML & R WEALTH MANAGEMENT LLC, TCI Wealth Advisors, Inc., Intelligence Driven Advisers, LLC, Creative Planning, and Great Waters Wealth Management.
This page lists
546
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.