Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / INFLATION PROTE
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Number of holders
-
94
-
Total 13F shares, excl. options
-
6,649,388
-
Shares change
-
+418,919
-
Total reported value, excl. options
-
$274,194,189
-
Value change
-
+$17,269,822
-
Number of buys
-
56
-
Number of sells
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31
-
Price
-
$41.25
Institutional Holders of DIMENSIONAL ETF TRUST - INFLATION PROTE (DFIP) as of Q1 2024
As of 31 Mar 2024 DIMENSIONAL ETF TRUST - INFLATION PROTE (DFIP) had 94 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 6,649,388 shares of stock of the company.
Largest 10 holders included Heirloom Wealth Management, Hill Investment Group Partners, LLC, CPA Asset Management LLC, Larson Financial Group LLC, Rather & Kittrell, Inc., MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, Five Oceans Advisors, Leading Edge Financial Planning LLC, Austin Wealth Management, LLC, and Core Wealth Management, Inc..
This table shows 94 institutional shareholders of the security as of 31 Mar 2024.
| 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.