Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CALIF MUN BD ETF
-
Total 13F shares
-
8,209,918
-
Share change
-
+542,120
-
Total reported value
-
$411,157,165
-
Price per share
-
$50.08
-
Number of holders
-
26
-
Value change
-
+$27,131,315
-
Number of buys
-
16
-
Number of sells
-
6
Institutional Holders of DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) as of Q2 2024
As of 30 Jun 2024,
DIMENSIONAL ETF TRUST - CALIF MUN BD ETF (DFCA) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,209,918 shares.
The largest 10 holders included
MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC, HighTower Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, GOLDMAN SACHS GROUP INC, TriaGen Wealth Management LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Root Financial Partners, LLC, FMB WEALTH MANAGEMENT, and True Link Financial Advisors, LLC.
This page lists
26
institutional shareholders reporting positions in this security
for the Q2 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.