Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / ULTRASHORT FIXED
-
Total 13F shares
-
7,419,330
-
Share change
-
+1,064,723
-
Total reported value
-
$376,638,477
-
Price per share
-
$50.77
-
Number of holders
-
57
-
Value change
-
+$54,037,233
-
Number of buys
-
44
-
Number of sells
-
14
Institutional Holders of DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) as of Q3 2024
As of 30 Sep 2024,
DIMENSIONAL ETF TRUST - ULTRASHORT FIXED (DUSB) was held by
57 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,419,330 shares.
The largest 10 holders included
Planning Center, Inc., MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, Sterling Wealth Management, Inc., Chicago Partners Investment Group LLC, DiNuzzo Private Wealth, Inc., Arkadios Wealth Advisors, American Capital Advisory, LLC, Root Financial Partners, LLC, Altiora Financial Group, LLC, and PHILLIPS FINANCIAL MANAGEMENT, LLC.
This page lists
57
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| 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.