Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / SHORT DURATION F
-
Total 13F shares
-
19,171,790
-
Share change
-
+2,201,751
-
Total reported value
-
$889,350,222
-
Price per share
-
$46.38
-
Number of holders
-
175
-
Value change
-
+$102,107,792
-
Number of buys
-
120
-
Number of sells
-
44
Institutional Holders of DIMENSIONAL ETF TRUST - SHORT DURATION F (DFSD) as of Q3 2023
As of 30 Sep 2023,
DIMENSIONAL ETF TRUST - SHORT DURATION F (DFSD) was held by
175 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
19,171,790 shares.
The largest 10 holders included
Beaird Harris Wealth Management, LLC, Strategic Investment Solutions, Inc. /IL, ASSETMARK, INC, ENVESTNET ASSET MANAGEMENT INC, Great Waters Wealth Management, TRIAD FINANCIAL ADVISORS, INC., BURNEY CO/, Mattern Wealth Management LLC, COMMONWEALTH EQUITY SERVICES, LLC, and Waverly Advisors, LLC.
This page lists
179
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.