Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / GLOBAL SUSTAINA
-
Total 13F shares
-
1,239,676
-
Share change
-
-85,135
-
Total reported value
-
$63,402,693
-
Price per share
-
$51.14
-
Number of holders
-
28
-
Value change
-
-$4,347,551
-
Number of buys
-
20
-
Number of sells
-
5
Institutional Holders of DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) as of Q2 2023
As of 30 Jun 2023,
DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,239,676 shares.
The largest 10 holders included
Abacus Wealth Partners, LLC, RFG Advisory, LLC, Corient Private Wealth LLC, JANE STREET GROUP, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Quantum Financial Advisors, LLC, BANK OF MONTREAL /CAN/, BetterWealth, LLC, HighTower Advisors, LLC, and Creative Capital Management Investments LLC.
This page lists
28
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.