Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / US TARGETED VLU
-
Number of holders
-
240
-
Total 13F shares, excl. options
-
54,261,856
-
Shares change
-
+53,451,824
-
Total reported value, excl. options
-
$2,430,158,698
-
Value change
-
+$2,393,902,788
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Number of buys
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236
-
Price
-
$44.80
Significant Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q2 2021
243 filings reported holding DFAT - DIMENSIONAL ETF TRUST - US TARGETED VLU as of Q2 2021.
DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) has 240 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 54,261,856 shares
.
Largest 10 shareholders include BUCKINGHAM STRATEGIC WEALTH, LLC (11,188,003 shares), Creative Planning (6,917,227 shares), Savant Capital, LLC (3,168,112 shares), Abacus Wealth Partners, LLC (1,833,480 shares), MERCER GLOBAL ADVISORS INC /ADV (1,804,140 shares), Plancorp, LLC (1,776,954 shares), ENVESTNET ASSET MANAGEMENT INC (1,723,666 shares), Merriman Wealth Management, LLC (1,686,866 shares), Willow Creek Wealth Management Inc. (1,499,968 shares), and WIPFLI FINANCIAL ADVISORS LLC, (1,356,269 shares).
This table shows the top 240 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.