DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV)

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / US LARGE CAP VAL
Total 13F shares
65,497,426
Share change
+8,649,553
Total reported value
$2,015,094,609
Price per share
$30.81
Number of holders
211
Value change
+$266,814,147
Number of buys
149
Number of sells
50

Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) as of Q3 2024

As of 30 Sep 2024, DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) was held by 211 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 65,497,426 shares. The largest 10 holders included Corient Private Wealth LLC, Savant Capital, LLC, EP Wealth Advisors, LLC, Pathstone Holdings, LLC, Foster Group, Inc., MOSAIC FAMILY WEALTH PARTNERS, LLC, Truepoint, Inc., DiNuzzo Private Wealth, Inc., Cable Hill Partners, LLC, and Summit Financial Strategies, Inc.. This page lists 213 institutional shareholders reporting positions in this security for the Q3 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.