Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US HIGH PROFITAB
-
Total 13F shares
-
74,735,465
-
Share change
-
+19,919,058
-
Total reported value
-
$1,878,746,950
-
Price per share
-
$25.14
-
Number of holders
-
161
-
Value change
-
+$501,024,477
-
Number of buys
-
135
-
Number of sells
-
20
Institutional Holders of DIMENSIONAL ETF TRUST - US HIGH PROFITAB (DUHP) as of Q1 2023
As of 31 Mar 2023,
DIMENSIONAL ETF TRUST - US HIGH PROFITAB (DUHP) was held by
161 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
74,735,465 shares.
The largest 10 holders included
Merriman Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, Vista Wealth Management Group, LLC, MERCER GLOBAL ADVISORS INC /ADV, Forum Financial Management, LP, PATHSTONE FAMILY OFFICE, LLC, LVZ, Inc., HighTower Advisors, LLC, Quantitative Advantage, LLC, and Aprio Wealth Management, LLC.
This page lists
161
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.