Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / GLOBAL CORE PLUS
-
Total 13F shares
-
18,636,648
-
Share change
-
+2,252,274
-
Total reported value
-
$995,767,543
-
Price per share
-
$53.43
-
Number of holders
-
115
-
Value change
-
+$120,360,711
-
Number of buys
-
84
-
Number of sells
-
31
Institutional Holders of DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) as of Q1 2025
As of 31 Mar 2025,
DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) was held by
115 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,636,648 shares.
The largest 10 holders included
Forum Financial Management, LP, von Borstel & Associates, Inc., Jentner Corp, Ruedi Wealth Management, Inc., PENOBSCOT WEALTH MANAGEMENT, Vestmark Advisory Solutions, Inc., AE Wealth Management LLC, BANK OF AMERICA CORP /DE/, MilWealth Group LLC, and TCI Wealth Advisors, Inc..
This page lists
115
institutional shareholders reporting positions in this security
for the Q1 2025 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.