Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / INFLATION PROTE
-
Total 13F shares
-
5,192,015
-
Share change
-
+480,624
-
Total reported value
-
$206,780,195
-
Price per share
-
$39.77
-
Number of holders
-
77
-
Value change
-
+$19,078,961
-
Number of buys
-
42
-
Number of sells
-
27
Institutional Holders of DIMENSIONAL ETF TRUST - INFLATION PROTE (DFIP) as of Q3 2023
As of 30 Sep 2023,
DIMENSIONAL ETF TRUST - INFLATION PROTE (DFIP) was held by
77 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,192,015 shares.
The largest 10 holders included
Hill Investment Group Partners, LLC, Rather & Kittrell, Inc., CPA Asset Management LLC, Larson Financial Group LLC, Strategic Investment Solutions, Inc. /IL, Leading Edge Financial Planning LLC, Five Oceans Advisors, MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, Klingman & Associates, LLC, and Core Wealth Management, Inc..
This page lists
77
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.