Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US LARGE CAP VEC
-
Total 13F shares
-
5,173,046
-
Share change
-
+731,690
-
Total reported value
-
$337,791,684
-
Price per share
-
$65.29
-
Number of holders
-
20
-
Value change
-
+$47,787,368
-
Number of buys
-
10
-
Number of sells
-
7
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) as of Q4 2024
As of 31 Dec 2024,
DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,173,046 shares.
The largest 10 holders included
HBK Sorce Advisory LLC, Wealthquest Corp, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC, Chicago Partners Investment Group LLC, CURIO WEALTH, LLC, Elite Life Management LLC, WPWealth LLP, Pinion Investment Advisors, LLC, American Investment Services, Inc., and CITADEL ADVISORS LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 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.