Q4 2022 13F Holders as of 12/31/2022
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Type / Class
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Equity / US CORE EQT MKT
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Number of holders
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277
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Total 13F shares, excl. options
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61.6M
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Shares change
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+8.19M
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Total reported value, excl. options
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$1.67B
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Value change
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+$222M
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Number of buys
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156
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Number of sells
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-84
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Price
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$27.02
Significant Holders of DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) as of Q4 2022
299 filings reported holding DFAU - DIMENSIONAL ETF TRUST - US CORE EQT MKT as of Q4 2022.
DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) has 277 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 61.6M shares
.
Largest 10 shareholders include AE Wealth Management LLC (4.5M shares), Retirement Solution Inc. (3.87M shares), Parsec Financial Management, Inc. (3.7M shares), Sequoia Financial Advisors, LLC (2.76M shares), Aquire Wealth Advisors, LLC (2.36M shares), Allworth Financial LP (2.3M shares), Ullmann Wealth Partners Group, LLC (2.16M shares), Meridian Wealth Partners, LLC (1.8M shares), BUCKINGHAM STRATEGIC WEALTH, LLC (1.17M shares), and Spinnaker Investment Group, LLC (1.15M shares).
This table shows the top 277 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.