Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US TARGETED VLU
-
Total 13F shares
-
142,579,348
-
Share change
-
+3,327,450
-
Total reported value
-
$7,756,167,854
-
Price per share
-
$54.43
-
Number of holders
-
596
-
Value change
-
+$181,585,404
-
Number of buys
-
265
-
Number of sells
-
230
Institutional Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q1 2024
As of 31 Mar 2024,
DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) was held by
596 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
142,579,348 shares.
The largest 10 holders included
Creative Planning, BUCKINGHAM STRATEGIC WEALTH, LLC, Forum Financial Management, LP, Index Fund Advisors, Inc., Savant Capital, LLC, BUCKINGHAM STRATEGIC PARTNERS, LLC, MERCER GLOBAL ADVISORS INC /ADV, Corient Private Wealth LLC, ENVESTNET ASSET MANAGEMENT INC, and JACKSON THORNTON ASSET MANAGEMENT, LLC.
This page lists
596
institutional shareholders reporting positions in this security
for the Q1 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.