Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US CORE EQUITY 1
-
Total 13F shares
-
4,168,673
-
Share change
-
+983,387
-
Total reported value
-
$244,217,962
-
Price per share
-
$58.65
-
Number of holders
-
76
-
Value change
-
+$57,964,761
-
Number of buys
-
64
-
Number of sells
-
12
Institutional Holders of DIMENSIONAL ETF TRUST - US CORE EQUITY 1 (DCOR) as of Q1 2024
As of 31 Mar 2024,
DIMENSIONAL ETF TRUST - US CORE EQUITY 1 (DCOR) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,168,673 shares.
The largest 10 holders included
Your Advocates Ltd., LLP, MONOGRAPH WEALTH ADVISORS, LLC, Capital Investment Advisory Services, LLC, GREAT OAK CAPITAL PARTNERS, LLC, Pure Financial Advisors, LLC, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, BRIGHTON JONES LLC, Rather & Kittrell, Inc., and Annandale Capital, LLC.
This page lists
76
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.