Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US REAL ESTATE E
-
Total 13F shares
-
17,596,981
-
Share change
-
+4,257,992
-
Total reported value
-
$378,104,789
-
Price per share
-
$21.49
-
Number of holders
-
134
-
Value change
-
+$91,407,121
-
Number of buys
-
105
-
Number of sells
-
29
Institutional Holders of DIMENSIONAL ETF TRUST - US REAL ESTATE E (DFAR) as of Q1 2023
As of 31 Mar 2023,
DIMENSIONAL ETF TRUST - US REAL ESTATE E (DFAR) was held by
134 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
17,596,981 shares.
The largest 10 holders included
Beaird Harris Wealth Management, LLC, Elwood & Goetz Wealth Advisory Group, LLC, HighTower Advisors, LLC, Bridgeworth, LLC, Forum Financial Management, LP, Rather & Kittrell, Inc., Integrated Wealth Concepts LLC, Relaxing Retirement Coach, FORVIS Wealth Advisors, LLC, and SATOVSKY ASSET MANAGEMENT LLC.
This page lists
134
institutional shareholders reporting positions in this security
for the Q1 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.