Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / US REAL ESTATE E
-
Total 13F shares
-
5,296,642
-
Share change
-
+2,032,637
-
Total reported value
-
$108,809,105
-
Price per share
-
$20.56
-
Number of holders
-
67
-
Value change
-
+$41,607,047
-
Number of buys
-
57
-
Number of sells
-
6
Institutional Holders of DIMENSIONAL ETF TRUST - US REAL ESTATE E (DFAR) as of Q3 2022
As of 30 Sep 2022,
DIMENSIONAL ETF TRUST - US REAL ESTATE E (DFAR) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,296,642 shares.
The largest 10 holders included
Beaird Harris Wealth Management, LLC, HighTower Advisors, LLC, Forum Financial Management, LP, Advisory Services & Investments, LLC, Vista Wealth Management Group, LLC, ASSET PLANNING CORPORATION, FORVIS Wealth Advisors, LLC, Relaxing Retirement Coach, Spinnaker Investment Group, LLC, and Global Trust Asset Management, LLC.
This page lists
67
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.