Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / GLOBAL CORE PLUS
-
Total 13F shares
-
12,472,526
-
Share change
-
+1,305,464
-
Total reported value
-
$687,236,025
-
Price per share
-
$55.10
-
Number of holders
-
73
-
Value change
-
+$72,588,140
-
Number of buys
-
61
-
Number of sells
-
12
Institutional Holders of DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) as of Q3 2024
As of 30 Sep 2024,
DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) was held by
73 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,472,526 shares.
The largest 10 holders included
Forum Financial Management, LP, Jentner Corp, Vestmark Advisory Solutions, Inc., von Borstel & Associates, Inc., Ruedi Wealth Management, Inc., AE Wealth Management LLC, BANK OF AMERICA CORP /DE/, McCarthy Grittinger Financial Group, LLC, TCI Wealth Advisors, Inc., and Straight Path Wealth Management.
This page lists
74
institutional shareholders reporting positions in this security
for the Q3 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.