Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / GLOBAL CORE PLUS
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Total 13F shares
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12,476,174
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Share change
-
+1,302,055
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Total reported value
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$687,437,030
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Price per share
-
$55.10
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Number of holders
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74
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Value change
-
+$72,400,319
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Number of buys
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61
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Number of sells
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13
Institutional Holders of DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) as of Q3 2024
As of 30 Sep 2024 DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) had 74 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 12,476,174 shares of stock of the company.
Largest 10 holders included Forum Financial Management, LP, Jentner Corp, Vestmark Advisory Solutions, Inc., von Borstel & Associates, Inc., Ruedi Wealth Management, Inc., AE Wealth Management LLC, BANK OF AMERICA CORP /DE/, McCarthy Grittinger Financial Group, LLC, TCI Wealth Advisors, Inc., and Straight Path Wealth Management.
This table shows 74 institutional shareholders of the security as of 30 Sep 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.