Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / US SUSTAINABILTY
-
Total 13F shares
-
2,720,001
-
Share change
-
+2,448,180
-
Total reported value
-
$67,803,889
-
Price per share
-
$24.93
-
Number of holders
-
34
-
Value change
-
+$61,027,659
-
Number of buys
-
26
Institutional Holders of DIMENSIONAL ETF TRUST - US SUSTAINABILTY (DFSU) as of Q4 2022
As of 31 Dec 2022,
DIMENSIONAL ETF TRUST - US SUSTAINABILTY (DFSU) was held by
34 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,720,001 shares.
The largest 10 holders included
Merriman Wealth Management, LLC, Abacus Wealth Partners, LLC, DIMENSIONAL FUND ADVISORS LP, Planning Center, Inc., Heritage Financial Services, LLC, CI Private Wealth, LLC, PATHSTONE FAMILY OFFICE, LLC, Brainard Capital Management LLC, AWM CAPITAL, LLC, and Vista Wealth Management Group, LLC.
This page lists
34
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.