Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US SMALL CAP VAL
-
Total 13F shares
-
62,772,833
-
Share change
-
+4,949,304
-
Total reported value
-
$1,825,519,485
-
Price per share
-
$29.12
-
Number of holders
-
261
-
Value change
-
+$147,684,520
-
Number of buys
-
174
-
Number of sells
-
65
Institutional Holders of DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) was held by
261 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
62,772,833 shares.
The largest 10 holders included
Alaska Permanent Fund Corp, JMG Financial Group, Ltd., EP Wealth Advisors, LLC, Savant Capital, LLC, Corient Private Wealth LLC, Modera Wealth Management, LLC, RITHOLTZ WEALTH MANAGEMENT, Index Fund Advisors, Inc., DiNuzzo Private Wealth, Inc., and Cable Hill Partners, LLC.
This page lists
261
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.