Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / GLOBAL SUSTAINA
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
1,146,115
-
Shares change
-
+1,048,580
-
Total reported value, excl. options
-
$10,129,731,860
-
Value change
-
+$10,124,844,893
-
Number of buys
-
10
-
Price
-
$50.10
Significant Holders of DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) as of Q4 2022
11 filings reported holding DFSB - DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA as of Q4 2022.
DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,146,115 shares
.
Largest 10 shareholders include Abacus Wealth Partners, LLC (636,273 shares), DIMENSIONAL FUND ADVISORS LP (200,000 shares), RFG Advisory, LLC (163,807 shares), CI Private Wealth, LLC (97,535 shares), Krilogy Financial LLC (19,998 shares), WOLFF WIESE MAGANA LLC (9,455 shares), Jentner Corp (6,309 shares), UBS Group AG (5,564 shares), PATHSTONE FAMILY OFFICE, LLC (4,572 shares), and Baldrige Asset Management LLC (2,535 shares).
This table shows the top 11 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.