Q1 2022 13F Holders as of 3/31/2022
-
Type / Class
-
Equity / US TARGETED VLU
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Number of holders
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333
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Total shares
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97.8M
-
Shares change
-
+4.7M
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Total reported value, excl. options
-
$4.55B
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Value change
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+$216M
-
Number of buys
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177
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Number of sells
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-134
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Price
-
$46.58
Significant Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q1 2022
330 filings reported holding DFAT - DIMENSIONAL ETF TRUST - US TARGETED VLU as of Q1 2022.
DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) has 333 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 97.8M shares
.
Largest 10 shareholders include BUCKINGHAM STRATEGIC WEALTH, LLC (11.7M shares), Index Fund Advisors, Inc. (8.73M shares), Creative Planning (8.12M shares), Forum Financial Management, LP (5.02M shares), Merriman Wealth Management, LLC (3.52M shares), Savant Capital, LLC (3.03M shares), JACKSON THORNTON ASSET MANAGEMENT, LLC (2.74M shares), ENVESTNET ASSET MANAGEMENT INC (2.34M shares), Equius Partners, Inc. (2.2M shares), and MERCER GLOBAL ADVISORS INC /ADV (1.9M shares).
This table shows the top 333 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.