Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / INFLATION PROTE
-
Total 13F shares
-
6,649,388
-
Share change
-
+418,919
-
Total reported value
-
$274,194,189
-
Price per share
-
$41.25
-
Number of holders
-
94
-
Value change
-
+$17,269,822
-
Number of buys
-
56
-
Number of sells
-
31
Institutional Holders of DIMENSIONAL ETF TRUST - INFLATION PROTE (DFIP) as of Q1 2024
As of 31 Mar 2024,
DIMENSIONAL ETF TRUST - INFLATION PROTE (DFIP) was held by
94 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,649,388 shares.
The 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 page lists
94
institutional shareholders reporting positions in this security
for the Q1 2024 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.