Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US REAL ESTATE E
-
Total 13F shares
-
20,403,780
-
Share change
-
+2,747,788
-
Total reported value
-
$439,101,161
-
Price per share
-
$21.52
-
Number of holders
-
138
-
Value change
-
+$59,171,085
-
Number of buys
-
100
-
Number of sells
-
40
Institutional Holders of DIMENSIONAL ETF TRUST - US REAL ESTATE E (DFAR) as of Q2 2023
As of 30 Jun 2023,
DIMENSIONAL ETF TRUST - US REAL ESTATE E (DFAR) was held by
138 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
20,403,780 shares.
The largest 10 holders included
Beaird Harris Wealth Management, LLC, Elwood & Goetz Wealth Advisory Group, LLC, HighTower Advisors, LLC, Bridgeworth, LLC, RAM Investment Partners, LLC, Rather & Kittrell, Inc., Arista Wealth Management, LLC, Brown Financial Advisory, Forum Financial Management, LP, and Integrated Wealth Concepts LLC.
This page lists
138
institutional shareholders reporting positions in this security
for the Q2 2023 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.