Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ULTRASHORT FIXED
-
Total 13F shares
-
1,388,152
-
Share change
-
+325,873
-
Total reported value
-
$69,873,792
-
Price per share
-
$50.32
-
Number of holders
-
22
-
Value change
-
+$16,443,168
-
Number of buys
-
18
-
Number of sells
-
3
Institutional Holders of DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,388,152 shares.
The largest 10 holders included
Sterling Wealth Management, Inc., DiNuzzo Private Wealth, Inc., MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, Chicago Partners Investment Group LLC, JANE STREET GROUP, LLC, Strategic Investment Solutions, Inc. /IL, ENVESTNET ASSET MANAGEMENT INC, PHILLIPS FINANCIAL MANAGEMENT, LLC, Concord Wealth Partners, and Mills Wealth Advisors LLC.
This page lists
22
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.