Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US SMALL CAP VAL
-
Total 13F shares
-
69,210,566
-
Share change
-
+7,505,984
-
Total reported value
-
$2,079,168,655
-
Price per share
-
$30.10
-
Number of holders
-
282
-
Value change
-
+$226,828,569
-
Number of buys
-
216
-
Number of sells
-
52
Institutional Holders of DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) as of Q1 2024
As of 31 Mar 2024,
DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) was held by
282 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
69,210,566 shares.
The largest 10 holders included
Alaska Permanent Fund Corp, JMG Financial Group, Ltd., Savant Capital, LLC, EP Wealth Advisors, LLC, Corient Private Wealth LLC, Modera Wealth Management, LLC, RITHOLTZ WEALTH MANAGEMENT, Index Fund Advisors, Inc., DiNuzzo Private Wealth, Inc., and BUCKINGHAM STRATEGIC WEALTH, LLC.
This page lists
283
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.