Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US LARGE CAP VEC
-
Total 13F shares
-
2,915,751
-
Share change
-
+242,938
-
Total reported value
-
$181,176,307
-
Price per share
-
$62.11
-
Number of holders
-
13
-
Value change
-
+$15,135,333
-
Number of buys
-
12
-
Number of sells
-
1
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) as of Q2 2024
As of 30 Jun 2024,
DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,915,751 shares.
The largest 10 holders included
HBK Sorce Advisory LLC, Chicago Partners Investment Group LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC, Elite Life Management LLC, Strategic Investment Solutions, Inc. /IL, American Investment Services, Inc., Pinion Investment Advisors, LLC, CITADEL ADVISORS LLC, and HighTower Advisors, LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q2 2024 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.