Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / US TARGETED VLU
-
Total 13F shares
-
121,766,466
-
Share change
-
+5,815,476
-
Total reported value
-
$5,354,227,065
-
Price per share
-
$43.95
-
Number of holders
-
472
-
Value change
-
+$255,853,403
-
Number of buys
-
206
-
Number of sells
-
133
Institutional Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q4 2022
As of 31 Dec 2022,
DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) was held by
472 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
121,766,466 shares.
The largest 10 holders included
Creative Planning, BUCKINGHAM STRATEGIC WEALTH, LLC, Index Fund Advisors, Inc., Forum Financial Management, LP, Merriman Wealth Management, LLC, Savant Capital, LLC, ENVESTNET ASSET MANAGEMENT INC, Buckingham Strategic Partners, CI Private Wealth, LLC, and MERCER GLOBAL ADVISORS INC /ADV.
This page lists
472
institutional shareholders reporting positions in this security
for the Q4 2022 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.