Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US REAL ESTATE E
-
Total 13F shares
-
23,245,674
-
Share change
-
+1,655,356
-
Total reported value
-
$456,680,477
-
Price per share
-
$19.52
-
Number of holders
-
140
-
Value change
-
+$31,626,699
-
Number of buys
-
99
-
Number of sells
-
40
Institutional Holders of DIMENSIONAL ETF TRUST - US REAL ESTATE E (DFAR) as of Q3 2023
As of 30 Sep 2023,
DIMENSIONAL ETF TRUST - US REAL ESTATE E (DFAR) was held by
140 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
23,245,674 shares.
The largest 10 holders included
Beaird Harris Wealth Management, LLC, Elwood & Goetz Wealth Advisory Group, LLC, Strategic Investment Solutions, Inc. /IL, Bridgeworth, LLC, HighTower Advisors, LLC, RAM Investment Partners, LLC, Rather & Kittrell, Inc., Arista Wealth Management, LLC, Brown Financial Advisory, and FORVIS Wealth Advisors, LLC.
This page lists
142
institutional shareholders reporting positions in this security
for the Q3 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.