Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / GLOBAL CORE PLUS
-
Number of holders
-
107
-
Total 13F shares, excl. options
-
16,866,080
-
Shares change
-
+2,989,413
-
Total reported value, excl. options
-
$891,032,342
-
Value change
-
+$157,844,254
-
Number of buys
-
89
-
Number of sells
-
-8
-
Price
-
$52.83
Significant Holders of DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) as of Q4 2024
111 filings reported holding DFGP - DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS as of Q4 2024.
DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) has 107 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16,866,080 shares
.
Largest 10 shareholders include Forum Financial Management, LP (5,436,899 shares), Jentner Corp (963,399 shares), von Borstel & Associates, Inc. (886,020 shares), Ruedi Wealth Management, Inc. (752,181 shares), PENOBSCOT WEALTH MANAGEMENT (625,408 shares), Vestmark Advisory Solutions, Inc. (622,737 shares), AE Wealth Management LLC (512,313 shares), BANK OF AMERICA CORP /DE/ (510,285 shares), MilWealth Group LLC (455,876 shares), and TCI Wealth Advisors, Inc. (439,797 shares).
This table shows the top 107 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.