Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US TARGETED VLU
-
Total 13F shares
-
137,103,281
-
Share change
-
+3,984,832
-
Total reported value
-
$6,275,811,332
-
Price per share
-
$45.69
-
Number of holders
-
496
-
Value change
-
+$181,877,666
-
Number of buys
-
221
-
Number of sells
-
169
Institutional Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q3 2023
As of 30 Sep 2023,
DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) was held by
496 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
137,103,281 shares.
The largest 10 holders included
Creative Planning, BUCKINGHAM STRATEGIC WEALTH, LLC, Forum Financial Management, LP, Index Fund Advisors, Inc., Strategic Investment Solutions, Inc. /IL, Savant Capital, LLC, Buckingham Strategic Partners, Corient Private Wealth LLC, ENVESTNET ASSET MANAGEMENT INC, and MERCER GLOBAL ADVISORS INC /ADV.
This page lists
508
institutional shareholders reporting positions in this security
for the Q3 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.