Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US CORE EQUITY 2
-
Total 13F shares
-
5,200,695
-
Share change
-
+41,985
-
Total reported value
-
$152,016,341
-
Price per share
-
$29.23
-
Number of holders
-
11
-
Value change
-
+$1,279,895
-
Number of buys
-
6
-
Number of sells
-
1
Institutional Holders of DIMENSIONAL ETF TRUST - US CORE EQUITY 2 (DFAC) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - US CORE EQUITY 2 (DFAC) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,200,695 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, Forum Financial Management, LP, BUCKINGHAM STRATEGIC WEALTH, LLC, LPL Financial LLC, Plancorp, LLC, COMMONWEALTH EQUITY SERVICES, LLC, SJS Investment Consulting Inc., Rockwood Wealth Management, LLC, and Private Ocean, LLC.
This page lists
761
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.