Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / WORLD EQUITY ETF
-
Total 13F shares
-
1,295,234
-
Share change
-
+461,954
-
Total reported value
-
$71,086,732
-
Price per share
-
$54.91
-
Number of holders
-
31
-
Value change
-
+$25,494,905
-
Number of buys
-
27
-
Number of sells
-
2
Institutional Holders of DIMENSIONAL ETF TRUST - WORLD EQUITY ETF (DFAW) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - WORLD EQUITY ETF (DFAW) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,295,234 shares.
The largest 10 holders included
DiNuzzo Private Wealth, Inc., Abacus Planning Group, Inc., First Pacific Financial, HFG Wealth Management, LLC, Strategic Investment Solutions, Inc. /IL, Sivia Capital Partners, LLC, BUILDER INVESTMENT GROUP INC /ADV, Physician Wealth Advisors, Inc., Apella Capital, LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
31
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.