Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US LARGE CAP VAL
-
Total 13F shares
-
8,890
-
Share change
-
0
-
Total reported value
-
$240,475
-
Price per share
-
$27.05
-
Number of holders
-
1
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
8,890 shares.
The largest 10 holders included
Pathstone Holdings, LLC, Corient Private Wealth LLC, MOSAIC FAMILY WEALTH PARTNERS, LLC, EP Wealth Advisors, LLC, DiNuzzo Private Wealth, Inc., Truepoint, Inc., Cable Hill Partners, LLC, WPWealth LLP, EnRich Financial Partners LLC, and Regal Wealth Group, Inc..
This page lists
161
institutional shareholders reporting positions in this security
for the Q4 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.