Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / US CORE EQUITY 2
-
Number of holders
-
747
-
Total 13F shares, excl. options
-
638M
-
Shares change
-
+20.3M
-
Total reported value, excl. options
-
$18.6B
-
Value change
-
+$597M
-
Number of buys
-
327
-
Number of sells
-
-247
-
Price
-
$29.23
Significant Holders of DIMENSIONAL ETF TRUST - US CORE EQUITY 2 (DFAC) as of Q4 2023
784 filings reported holding DFAC - DIMENSIONAL ETF TRUST - US CORE EQUITY 2 as of Q4 2023.
DIMENSIONAL ETF TRUST - US CORE EQUITY 2 (DFAC) has 747 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 638M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (49.6M shares), MERCER GLOBAL ADVISORS INC /ADV (40.8M shares), Forum Financial Management, LP (40.4M shares), BUCKINGHAM STRATEGIC WEALTH, LLC (37.5M shares), LPL Financial LLC (17.4M shares), Plancorp, LLC (11M shares), COMMONWEALTH EQUITY SERVICES, LLC (10.2M shares), SJS Investment Consulting Inc. (8.92M shares), Rockwood Wealth Management, LLC (8.64M shares), and Private Ocean, LLC (7.33M shares).
This table shows the top 747 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.