Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US TARGETED VLU
-
Total 13F shares
-
60,541,617
-
Share change
-
+6,558,811
-
Total reported value
-
$2,689,130,439
-
Price per share
-
$44.40
-
Number of holders
-
271
-
Value change
-
+$290,960,782
-
Number of buys
-
146
-
Number of sells
-
79
Institutional Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q3 2021
As of 30 Sep 2021,
DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) was held by
271 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
60,541,617 shares.
The largest 10 holders included
BUCKINGHAM STRATEGIC WEALTH, LLC, Creative Planning, Savant Capital, LLC, Merriman Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, Truepoint, Inc., Abacus Wealth Partners, LLC, MERCER GLOBAL ADVISORS INC /ADV, Plancorp, LLC, and Willow Creek Wealth Management Inc..
This page lists
271
institutional shareholders reporting positions in this security
for the Q3 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.