Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / GLOBAL CORE PLUS
-
Number of holders
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36
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Total 13F shares, excl. options
-
8,698,132
-
Shares change
-
+6,068,245
-
Total reported value, excl. options
-
$464,302,226
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Value change
-
+$323,919,006
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Number of buys
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34
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Number of sells
-
5
-
Price
-
$53.38
Institutional Holders of DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) as of Q1 2024
As of 31 Mar 2024 DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) had 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 8,698,132 shares of stock of the company.
Largest 10 holders included Forum Financial Management, LP, Jentner Corp, Vestmark Advisory Solutions, Inc., McCarthy Grittinger Financial Group, LLC, TCI Wealth Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, DiNuzzo Private Wealth, Inc., Ruedi Wealth Management, Inc., and PENOBSCOT WEALTH MANAGEMENT.
This table shows 36 institutional shareholders of the security as of 31 Mar 2024.
| 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.