Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US TARGETED VLU
-
Total 13F shares
-
154,824,737
-
Share change
-
+980,698
-
Total reported value
-
$7,953,340,142
-
Price per share
-
$51.49
-
Number of holders
-
704
-
Value change
-
+$47,048,906
-
Number of buys
-
323
-
Number of sells
-
255
Institutional Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q1 2025
As of 31 Mar 2025,
DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) was held by
704 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
154,824,737 shares.
The largest 10 holders included
Creative Planning, Focus Partners Wealth, Forum Financial Management, LP, Index Fund Advisors, Inc., Focus Partners Advisor Solutions, LLC, Savant Capital, LLC, Pure Financial Advisors, LLC, EP Wealth Advisors, LLC, JACKSON THORNTON WEALTH MANAGEMENT, LLC, and Corient Private Wealth LLC.
This page lists
705
institutional shareholders reporting positions in this security
for the Q1 2025 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.