Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US LARGE CAP VAL
-
Total 13F shares
-
45,704,307
-
Share change
-
+7,282,537
-
Total reported value
-
$1,363,746,251
-
Price per share
-
$29.99
-
Number of holders
-
173
-
Value change
-
+$219,498,000
-
Number of buys
-
125
-
Number of sells
-
30
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) as of Q1 2024
As of 31 Mar 2024,
DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) was held by
173 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
45,704,307 shares.
The largest 10 holders included
Corient Private Wealth LLC, Pathstone Holdings, LLC, MOSAIC FAMILY WEALTH PARTNERS, LLC, EP Wealth Advisors, LLC, DiNuzzo Private Wealth, Inc., Truepoint, Inc., Cable Hill Partners, LLC, OneDigital Investment Advisors LLC, WPWealth LLP, and NewEdge Advisors, LLC.
This page lists
175
institutional shareholders reporting positions in this security
for the Q1 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.