Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / DIMENSIONAL US
-
Total 13F shares
-
1,216,225
-
Share change
-
+61,279
-
Total reported value
-
$64,277,203
-
Price per share
-
$52.85
-
Number of holders
-
14
-
Value change
-
+$3,244,202
-
Number of buys
-
11
-
Number of sells
-
2
Institutional Holders of DIMENSIONAL ETF TRUST - DIMENSIONAL US (DXUV) as of Q4 2024
As of 31 Dec 2024,
DIMENSIONAL ETF TRUST - DIMENSIONAL US (DXUV) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,216,225 shares.
The largest 10 holders included
BCR Wealth Strategies, LLC, FMB WEALTH MANAGEMENT, DIMENSIONAL FUND ADVISORS LP, Pure Financial Advisors, LLC, CITADEL ADVISORS LLC, VanderPol Investments L.L.C., Applied Capital LLC, CARDIFF PARK ADVISORS, LLC, STAGE HARBOR FINANCIAL, LLC, and Evanson Asset Management, LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2024 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.