Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / US SMALL CAP VAL
-
Total 13F shares
-
9,872,666
-
Share change
-
+9,612,687
-
Total reported value
-
$223,113,027
-
Price per share
-
$22.56
-
Number of holders
-
53
-
Value change
-
+$217,196,974
-
Number of buys
-
48
Institutional Holders of DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) as of Q2 2022
As of 30 Jun 2022,
DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,872,666 shares.
The largest 10 holders included
Merriman Wealth Management, LLC, Truepoint, Inc., BALASA DINVERNO & FOLTZ LLC, BetterWealth, LLC, 3D/L Capital Management, LLC, Aveo Capital Partners, LLC, Stordahl Capital Management, Inc., Index Fund Advisors, Inc., PHILLIPS FINANCIAL MANAGEMENT, LLC, and Advisory Services & Investments, LLC.
This page lists
53
institutional shareholders reporting positions in this security
for the Q2 2022 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.