Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US HIGH PROFITAB
-
Total 13F shares
-
1,535,910
-
Share change
-
-29,032
-
Total reported value
-
$43,942,397
-
Price per share
-
$28.61
-
Number of holders
-
3
-
Value change
-
-$830,606
-
Number of buys
-
2
-
Number of sells
-
1
Institutional Holders of DIMENSIONAL ETF TRUST - US HIGH PROFITAB (DUHP) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - US HIGH PROFITAB (DUHP) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,535,910 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, Merriman Wealth Management, LLC, Forum Financial Management, LP, Adero Partners, LLC, Corient Private Wealth LLC, ALESCO ADVISORS LLC, HighTower Advisors, LLC, CAPTRUST FINANCIAL ADVISORS, and Aprio Wealth Management, LLC.
This page lists
236
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.