Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US SMALL CAP VAL
-
Total 13F shares
-
92,295,170
-
Share change
-
+15,265,770
-
Total reported value
-
$2,840,554,509
-
Price per share
-
$30.80
-
Number of holders
-
323
-
Value change
-
+$470,451,306
-
Number of buys
-
221
-
Number of sells
-
71
Institutional Holders of DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) as of Q3 2024
As of 30 Sep 2024,
DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) was held by
323 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
92,295,170 shares.
The largest 10 holders included
Alaska Permanent Fund Corp, Savant Capital, LLC, JMG Financial Group, Ltd., Corient Private Wealth LLC, MATHER GROUP, LLC., Pathstone Holdings, LLC, Modera Wealth Management, LLC, EP Wealth Advisors, LLC, RITHOLTZ WEALTH MANAGEMENT, and Index Fund Advisors, Inc..
This page lists
323
institutional shareholders reporting positions in this security
for the Q3 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.