Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / SHORT DURATION F
-
Total 13F shares
-
41,221,637
-
Share change
-
+7,711,378
-
Total reported value
-
$1,937,860,880
-
Price per share
-
$47.00
-
Number of holders
-
243
-
Value change
-
+$362,518,098
-
Number of buys
-
184
-
Number of sells
-
48
Institutional Holders of DIMENSIONAL ETF TRUST - SHORT DURATION F (DFSD) as of Q2 2024
As of 30 Jun 2024,
DIMENSIONAL ETF TRUST - SHORT DURATION F (DFSD) was held by
243 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
41,221,637 shares.
The largest 10 holders included
Beaird Harris Wealth Management, LLC, OneDigital Investment Advisors LLC, BUCKINGHAM STRATEGIC WEALTH, LLC, DiNuzzo Private Wealth, Inc., Planning Center, Inc., HighTower Advisors, LLC, ASSETMARK, INC, ENVESTNET ASSET MANAGEMENT INC, Savant Capital, LLC, and MARKET STREET WEALTH MANAGEMENT ADVISORS LLC.
This page lists
243
institutional shareholders reporting positions in this security
for the Q2 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.