Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US LARGE CAP VEC
-
Number of holders
-
13
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Total 13F shares, excl. options
-
2,915,751
-
Shares change
-
+242,938
-
Total reported value, excl. options
-
$181,176,307
-
Value change
-
+$15,135,335
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Number of buys
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12
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Number of sells
-
-1
-
Price
-
$62.11
Significant Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) as of Q2 2024
14 filings reported holding DFVX - DIMENSIONAL ETF TRUST - US LARGE CAP VEC as of Q2 2024.
DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,915,751 shares
.
Largest 10 shareholders include HBK Sorce Advisory LLC (2,683,127 shares), Chicago Partners Investment Group LLC (74,625 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (37,658 shares), UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC (35,448 shares), Elite Life Management LLC (22,806 shares), Strategic Investment Solutions, Inc. /IL (19,876 shares), American Investment Services, Inc. (12,707 shares), Pinion Investment Advisors, LLC (12,702 shares), CITADEL ADVISORS LLC (9,315 shares), and HighTower Advisors, LLC (4,035 shares).
This table shows the top 13 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.