Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / US TARGETED VLU
-
Total 13F shares
-
54,690,389
-
Share change
-
+53,595,141
-
Total reported value
-
$2,449,358,413
-
Price per share
-
$44.80
-
Number of holders
-
243
-
Value change
-
+$2,400,323,242
-
Number of buys
-
237
Institutional Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q2 2021
As of 30 Jun 2021,
DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) was held by
243 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
54,690,389 shares.
The largest 10 holders included
BUCKINGHAM STRATEGIC WEALTH, LLC, Creative Planning, Savant Capital, LLC, Abacus Wealth Partners, LLC, MERCER GLOBAL ADVISORS INC /ADV, Plancorp, LLC, ENVESTNET ASSET MANAGEMENT INC, Merriman Wealth Management, LLC, Willow Creek Wealth Management Inc., and WIPFLI FINANCIAL ADVISORS LLC,.
This page lists
243
institutional shareholders reporting positions in this security
for the Q2 2021 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.