Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CORE FIXED INCOM
-
Total 13F shares
-
84,558,412
-
Share change
-
+5,595,044
-
Total reported value
-
$3,515,130,766
-
Price per share
-
$41.54
-
Number of holders
-
297
-
Value change
-
+$232,444,282
-
Number of buys
-
196
-
Number of sells
-
89
Institutional Holders of DIMENSIONAL ETF TRUST - CORE FIXED INCOM (DFCF) as of Q2 2024
As of 30 Jun 2024,
DIMENSIONAL ETF TRUST - CORE FIXED INCOM (DFCF) was held by
297 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
84,558,412 shares.
The largest 10 holders included
Truepoint, Inc., HBK Sorce Advisory LLC, Elser Financial Planning, Inc, Beaird Harris Wealth Management, LLC, WPWealth LLP, OneDigital Investment Advisors LLC, Baker Avenue Asset Management, LP, Great Waters Wealth Management, DiNuzzo Private Wealth, Inc., and Pathstone Holdings, LLC.
This page lists
301
institutional shareholders reporting positions in this security
for the Q2 2024 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.