Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US REAL ESTATE E
-
Total 13F shares
-
27,187,434
-
Share change
-
+2,698,306
-
Total reported value
-
$607,212,547
-
Price per share
-
$22.37
-
Number of holders
-
184
-
Value change
-
+$60,201,520
-
Number of buys
-
124
-
Number of sells
-
55
Institutional Holders of DIMENSIONAL ETF TRUST - US REAL ESTATE E (DFAR) as of Q1 2024
As of 31 Mar 2024,
DIMENSIONAL ETF TRUST - US REAL ESTATE E (DFAR) was held by
184 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,187,434 shares.
The largest 10 holders included
Adero Partners, LLC, Beaird Harris Wealth Management, LLC, HighTower Advisors, LLC, Elwood & Goetz Wealth Advisory Group, LLC, RAM Investment Partners, LLC, Rather & Kittrell, Inc., Brown Financial Advisory, FORVIS Wealth Advisors, LLC, GREAT OAK CAPITAL PARTNERS, LLC, and Bridgewater Advisors Inc..
This page lists
184
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.