Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / US CORE EQT MKT
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
11.4M
-
Shares change
-
+6.08M
-
Total reported value, excl. options
-
$322M
-
Value change
-
+$172M
-
Number of buys
-
64
-
Number of sells
-
-5
-
Price
-
$28.18
Significant Holders of DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) as of Q1 2021
72 filings reported holding DFAU - DIMENSIONAL ETF TRUST - US CORE EQT MKT as of Q1 2021.
DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.4M shares
.
Largest 10 shareholders include Retirement Solution Inc. (3.19M shares), Meridian Wealth Partners, LLC (2.45M shares), OAKWOOD CAPITAL MANAGEMENT LLC/CA (708K shares), Allworth Financial LP (673K shares), DIMENSIONAL FUND ADVISORS LP (404K shares), COMMONWEALTH EQUITY SERVICES, LLC (323K shares), Hardy Reed LLC (290K shares), PBMares Wealth Management LLC (219K shares), Auxano Advisors, LLC (199K shares), and Chicago Partners Investment Group LLC (190K shares).
This table shows the top 70 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.