Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / US LARGE CAP VAL
-
Total 13F shares
-
6,594,817
-
Share change
-
+5,777,672
-
Total reported value
-
$162,546,326
-
Price per share
-
$24.53
-
Number of holders
-
38
-
Value change
-
+$142,483,867
-
Number of buys
-
29
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) as of Q4 2022
As of 31 Dec 2022,
DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,594,817 shares.
The largest 10 holders included
PATHSTONE FAMILY OFFICE, LLC, JANE STREET GROUP, LLC, FinDec Wealth Services, Inc., RFG Advisory, LLC, CI Private Wealth, LLC, MATHER GROUP, LLC., DIMENSIONAL FUND ADVISORS LP, BANK OF MONTREAL /CAN/, EP Wealth Advisors, LLC, and WPWealth LLP.
This page lists
38
institutional shareholders reporting positions in this security
for the Q4 2022 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.