Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CALIF MUN BD ETF
-
Total 13F shares
-
6,428,673
-
Share change
-
+576,928
-
Total reported value
-
$326,189,429
-
Price per share
-
$50.74
-
Number of holders
-
19
-
Value change
-
+$29,285,705
-
Number of buys
-
16
-
Number of sells
-
3
Institutional Holders of DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,428,673 shares.
The largest 10 holders included
MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC, COMMONWEALTH EQUITY SERVICES, LLC, JANE STREET GROUP, LLC, Corient Private Wealth LLC, FMB WEALTH MANAGEMENT, Tortoise Investment Management, LLC, Tortoise Investment Management, LLC, Perigon Wealth Management, LLC, and RAM Investment Partners, LLC.
This page lists
19
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.