Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US SUSTAINABILTY
-
Total 13F shares
-
23,639,018
-
Share change
-
-2,523,688
-
Total reported value
-
$739,725,692
-
Price per share
-
$31.13
-
Number of holders
-
117
-
Value change
-
-$78,436,885
-
Number of buys
-
68
-
Number of sells
-
21
Institutional Holders of DIMENSIONAL ETF TRUST - US SUSTAINABILTY (DFSU) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - US SUSTAINABILTY (DFSU) was held by
117 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
23,639,018 shares.
The largest 10 holders included
AE Wealth Management LLC, Retirement Solution Inc., Quantum Financial Advisors, LLC, AWM CAPITAL, LLC, Merriman Wealth Management, LLC, Abacus Wealth Partners, LLC, Gibson Capital, LLC, Adero Partners, LLC, Forum Financial Management, LP, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
117
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.