Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / WORLD EQUITY ETF
-
Total 13F shares
-
2,763,558
-
Share change
-
+439,831
-
Total reported value
-
$165,384,397
-
Price per share
-
$59.54
-
Number of holders
-
74
-
Value change
-
+$26,545,912
-
Number of buys
-
58
-
Number of sells
-
9
Institutional Holders of DIMENSIONAL ETF TRUST - WORLD EQUITY ETF (DFAW) as of Q2 2024
As of 30 Jun 2024,
DIMENSIONAL ETF TRUST - WORLD EQUITY ETF (DFAW) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,763,558 shares.
The largest 10 holders included
Arlington Financial Advisors, LLC, First Pacific Financial, DiNuzzo Private Wealth, Inc., Strategic Investment Solutions, Inc. /IL, Abacus Planning Group, Inc., Keyes, Stange & Wooten Wealth Management, LLC, HFG Wealth Management, LLC, Physician Wealth Advisors, Inc., Sivia Capital Partners, LLC, and Stratos Investment Management, LLC.
This page lists
74
institutional shareholders reporting positions in this security
for the Q2 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.