Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / INFLATION PROTE
-
Total 13F shares
-
14,502
-
Share change
-
+14,502
-
Total reported value
-
$598,643
-
Price per share
-
$41.28
-
Number of holders
-
1
-
Value change
-
+$598,643
-
Number of buys
-
1
Institutional Holders of DIMENSIONAL ETF TRUST - INFLATION PROTE (DFIP) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - INFLATION PROTE (DFIP) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
14,502 shares.
The largest 10 holders included
Hill Investment Group Partners, LLC, Heirloom Wealth Management, CPA Asset Management LLC, Larson Financial Group LLC, MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, Rather & Kittrell, Inc., Five Oceans Advisors, Austin Wealth Management, LLC, Core Wealth Management, Inc., and Apella Capital, LLC.
This page lists
89
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.