Security key
25434V641
DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX)
CUSIP: 25434V641
Q1 2024 13F Holders as of 31 Mar 2024
- Type / Class
- Equity / US LARGE CAP VEC
- Total 13F shares
- 2,671,828
- Share change
- +365,066
- Total reported value
- $167,292,334
- Price per share
- $62.64
- Number of holders
- 10
- Value change
- +$23,023,112
- Number of buys
- 9
- Number of sells
- 2
Report period
Q1 2024
Institutions
10
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 25434V641
Recent filing periods:
Top shareholders of DFVX - DIMENSIONAL ETF TRUST - US LARGE CAP VEC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) as of Q1 2024
As of 31 Mar 2024,
DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,671,828 shares.
The largest 10 holders included
HBK Sorce Advisory LLC, Chicago Partners Investment Group LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC, Elite Life Management LLC, American Investment Services, Inc., Pinion Investment Advisors, LLC, HighTower Advisors, LLC, UBS Group AG, and AdvisorNet Financial, Inc.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
9
Q1 2024 holders
10
Holder diff
1
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 Value $ | Q1 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.