Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US LARGE CAP VAL
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Number of holders
-
161
-
Total 13F shares, excl. options
-
39,120,183
-
Shares change
-
+6,149,884
-
Total reported value, excl. options
-
$1,058,367,616
-
Value change
-
+$167,162,541
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Number of buys
-
115
-
Number of sells
-
23
-
Price
-
$27.05
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) as of Q4 2023
As of 31 Dec 2023 DIMENSIONAL ETF TRUST - US LARGE CAP VAL (DFLV) had 167 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 39,120,183 shares of stock of the company.
Largest 10 holders included Pathstone Holdings, LLC, Corient Private Wealth LLC, MOSAIC FAMILY WEALTH PARTNERS, LLC, EP Wealth Advisors, LLC, DiNuzzo Private Wealth, Inc., Truepoint, Inc., Cable Hill Partners, LLC, WPWealth LLP, EnRich Financial Partners LLC, and Regal Wealth Group, Inc..
This table shows 167 institutional shareholders of the security as of 31 Dec 2023.
| 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.