Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US TARGETED VLU
-
Total 13F shares
-
143,099,714
-
Share change
-
+12,197,904
-
Total reported value
-
$7,949,214,083
-
Price per share
-
$55.63
-
Number of holders
-
620
-
Value change
-
+$681,079,924
-
Number of buys
-
269
-
Number of sells
-
221
Institutional Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q3 2024
As of 30 Sep 2024 DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) had 620 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 143,099,714 shares of stock of the company.
Largest 10 holders included Creative Planning, Colony Group, LLC, Forum Financial Management, LP, Index Fund Advisors, Inc., Savant Capital, LLC, BUCKINGHAM STRATEGIC PARTNERS, LLC, Pure Financial Advisors, LLC, JACKSON THORNTON WEALTH MANAGEMENT, LLC, Corient Private Wealth LLC, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This table shows 628 institutional shareholders of the security as of 30 Sep 2024.
| 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.