DIMENSIONAL ETF TRUST - US MKTWIDE VALUE (DFUV)

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / US MKTWIDE VALUE
Total 13F shares
217,532,653
Share change
+16,183,397
Total reported value
$8,893,900,046
Price per share
$40.90
Number of holders
563
Value change
+$664,340,209
Number of buys
209
Number of sells
213

Institutional Holders of DIMENSIONAL ETF TRUST - US MKTWIDE VALUE (DFUV) as of Q1 2024

As of 31 Mar 2024, DIMENSIONAL ETF TRUST - US MKTWIDE VALUE (DFUV) was held by 563 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 217,532,653 shares. The largest 10 holders included MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC, Savant Capital, LLC, BUCKINGHAM STRATEGIC WEALTH, LLC, Corient Private Wealth LLC, Index Fund Advisors, Inc., Plancorp, LLC, NORTHERN TRUST CORP, HighTower Advisors, LLC, and Creative Planning. This page lists 563 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.