Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / US SMALL CAP VAL
-
Total 13F shares
-
14,849,335
-
Share change
-
+4,801,619
-
Total reported value
-
$324,672,886
-
Price per share
-
$21.79
-
Number of holders
-
74
-
Value change
-
+$104,732,223
-
Number of buys
-
65
-
Number of sells
-
5
Institutional Holders of DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) as of Q3 2022
As of 30 Sep 2022,
DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,849,335 shares.
The largest 10 holders included
Merriman Wealth Management, LLC, Truepoint, Inc., PATHSTONE FAMILY OFFICE, LLC, BALASA DINVERNO & FOLTZ LLC, Stordahl Capital Management, Inc., BetterWealth, LLC, Buckingham Strategic Partners, JACKSON THORNTON ASSET MANAGEMENT, LLC, 3D/L Capital Management, LLC, and Index Fund Advisors, Inc..
This page lists
74
institutional shareholders reporting positions in this security
for the Q3 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.