Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US TARGETED VLU
-
Total 13F shares
-
119,517,331
-
Share change
-
+1,872,509
-
Total reported value
-
$5,310,173,866
-
Price per share
-
$44.50
-
Number of holders
-
473
-
Value change
-
+$83,914,958
-
Number of buys
-
234
-
Number of sells
-
147
Institutional Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q1 2023
As of 31 Mar 2023,
DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) was held by
473 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
119,517,331 shares.
The largest 10 holders included
BUCKINGHAM STRATEGIC WEALTH, LLC, Creative Planning, Index Fund Advisors, Inc., Forum Financial Management, LP, Savant Capital, LLC, Merriman Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, Buckingham Strategic Partners, CI Private Wealth, LLC, and MERCER GLOBAL ADVISORS INC /ADV.
This page lists
483
institutional shareholders reporting positions in this security
for the Q1 2023 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.