Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / GLOBAL SUSTAINA
-
Total 13F shares
-
3,453,479
-
Share change
-
+251,919
-
Total reported value
-
$183,603,635
-
Price per share
-
$53.17
-
Number of holders
-
63
-
Value change
-
+$13,431,610
-
Number of buys
-
41
-
Number of sells
-
17
Institutional Holders of DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) as of Q3 2024
As of 30 Sep 2024,
DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) was held by
63 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,453,479 shares.
The largest 10 holders included
Abacus Wealth Partners, LLC, Quantum Financial Advisors, LLC, RFG Advisory, LLC, SEI INVESTMENTS CO, Corient Private Wealth LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Apella Capital, LLC, COMMONWEALTH EQUITY SERVICES, LLC, JANE STREET GROUP, LLC, and OneDigital Investment Advisors LLC.
This page lists
63
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.