Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US LARGE CAP VEC
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Total 13F shares
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4,378,406
-
Share change
-
+1,462,655
-
Total reported value
-
$286,681,635
-
Price per share
-
$65.52
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Number of holders
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15
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Value change
-
+$95,653,928
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Number of buys
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11
-
Number of sells
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4
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) as of Q3 2024
As of 30 Sep 2024 DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) had 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,378,406 shares of stock of the company.
Largest 10 holders included HBK Sorce Advisory LLC, Wealthquest Corp, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC, Chicago Partners Investment Group LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Elite Life Management LLC, Strategic Investment Solutions, Inc. /IL, American Investment Services, Inc., CARY STREET PARTNERS INVESTMENT ADVISORY LLC, and Pinion Investment Advisors, LLC.
This table shows 15 institutional shareholders of the security as of 30 Sep 2024.
| 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.