Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / GLOBAL CORE PLUS
-
Total 13F shares
-
2,629,887
-
Share change
-
+2,425,838
-
Total reported value
-
$139,981,163
-
Price per share
-
$53.26
-
Number of holders
-
22
-
Value change
-
+$129,112,985
-
Number of buys
-
21
Institutional Holders of DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,629,887 shares.
The largest 10 holders included
Jentner Corp, Vestmark Advisory Solutions, Inc., McCarthy Grittinger Financial Group, LLC, TCI Wealth Advisors, Inc., DiNuzzo Private Wealth, Inc., ENVESTNET ASSET MANAGEMENT INC, JANE STREET GROUP, LLC, Annapolis Financial Services, LLC, TRUIST FINANCIAL CORP, and NewEdge Advisors, LLC.
This page lists
22
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.