Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US MKTWIDE VALUE
-
Total 13F shares
-
1,099,650
-
Share change
-
+16,450
-
Total reported value
-
$40,928,956
-
Price per share
-
$37.22
-
Number of holders
-
9
-
Value change
-
+$612,270
-
Number of buys
-
4
-
Number of sells
-
1
Institutional Holders of DIMENSIONAL ETF TRUST - US MKTWIDE VALUE (DFUV) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE (DFUV) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,099,650 shares.
The largest 10 holders included
MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC, Savant Capital, LLC, BUCKINGHAM STRATEGIC WEALTH, LLC, Corient Private Wealth LLC, Index Fund Advisors, Inc., Plancorp, LLC, NORTHERN TRUST CORP, RESOURCE CONSULTING GROUP INC, and Creative Planning.
This page lists
549
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.