Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / CORE FIXED INCOM
-
Total 13F shares
-
28,719,479
-
Share change
-
+9,120,844
-
Total reported value
-
$1,193,506,887
-
Price per share
-
$41.52
-
Number of holders
-
161
-
Value change
-
+$378,520,770
-
Number of buys
-
98
-
Number of sells
-
25
Institutional Holders of DIMENSIONAL ETF TRUST - CORE FIXED INCOM (DFCF) as of Q4 2022
As of 31 Dec 2022,
DIMENSIONAL ETF TRUST - CORE FIXED INCOM (DFCF) was held by
161 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
28,719,479 shares.
The largest 10 holders included
Truepoint, Inc., WPWealth LLP, Financial Synergies Wealth Advisors, Inc., Core Wealth Management, Inc., Allworth Financial LP, MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, Ullmann Wealth Partners Group, LLC, Great Waters Wealth Management, Forum Financial Management, LP, and SRS Capital Advisors, Inc..
This page lists
161
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.