Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US CORE EQT MKT
-
Total 13F shares
-
192,621,185
-
Share change
-
+82,267,885
-
Total reported value
-
$7,832,941,222
-
Price per share
-
$40.49
-
Number of holders
-
461
-
Value change
-
+$3,357,584,949
-
Number of buys
-
230
-
Number of sells
-
134
Institutional Holders of DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) as of Q4 2024
As of 31 Dec 2024,
DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) was held by
461 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
192,621,185 shares.
The largest 10 holders included
Essential Planning, LLC., Sequoia Financial Advisors, LLC, Modera Wealth Management, LLC, Aquire Wealth Advisors, LLC, OneDigital Investment Advisors LLC, Allworth Financial LP, Blankinship & Foster, LLC, Kooman & Associates, Spinnaker Investment Group, LLC, and AE Wealth Management LLC.
This page lists
462
institutional shareholders reporting positions in this security
for the Q4 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.