DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT)

Q3 2022 13F Holders as of 30 Sep 2022

Type / Class
Equity / US TARGETED VLU
Total 13F shares
111,697,991
Share change
+6,069,600
Total reported value
$4,355,871,680
Price per share
$38.97
Number of holders
399
Value change
+$236,247,545
Number of buys
194
Number of sells
127

Institutional Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q3 2022

As of 30 Sep 2022, DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) was held by 399 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 111,697,991 shares. The largest 10 holders included BUCKINGHAM STRATEGIC WEALTH, LLC, Creative Planning, Index Fund Advisors, Inc., Forum Financial Management, LP, Buckingham Strategic Partners, Merriman Wealth Management, LLC, Savant Capital, LLC, ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, and JACKSON THORNTON ASSET MANAGEMENT, LLC. This page lists 403 institutional shareholders reporting positions in this security for the Q3 2022 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.