Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US CORE EQT MKT
-
Total 13F shares
-
87,578,561
-
Share change
-
-378,165
-
Total reported value
-
$2,913,451,374
-
Price per share
-
$33.25
-
Number of holders
-
372
-
Value change
-
-$7,804,419
-
Number of buys
-
207
-
Number of sells
-
108
Institutional Holders of DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) was held by
372 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
87,578,561 shares.
The largest 10 holders included
Modera Wealth Management, LLC, Sequoia Financial Advisors, LLC, Aquire Wealth Advisors, LLC, Blankinship & Foster, LLC, Kooman & Associates, Allworth Financial LP, Meridian Wealth Partners, LLC, AE Wealth Management LLC, Spinnaker Investment Group, LLC, and BUCKINGHAM STRATEGIC WEALTH, LLC.
This page lists
372
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.