Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US LARGE CAP VAL
-
Total 13F shares
-
19,246,537
-
Share change
-
+6,209,986
-
Total reported value
-
$488,740,604
-
Price per share
-
$25.40
-
Number of holders
-
101
-
Value change
-
+$157,747,142
-
Number of buys
-
82
-
Number of sells
-
15
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) as of Q2 2023
As of 30 Jun 2023,
DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) was held by
101 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
19,246,537 shares.
The largest 10 holders included
PATHSTONE FAMILY OFFICE, LLC, Corient Private Wealth LLC, MOSAIC FAMILY WEALTH PARTNERS, LLC, Truepoint, Inc., Regal Wealth Group, Inc., MATHER GROUP, LLC., Team Hewins, LLC, WPWealth LLP, FinDec Wealth Services, Inc., and Acropolis Investment Management, LLC.
This page lists
101
institutional shareholders reporting positions in this security
for the Q2 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.