Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / CORE FIXED INCOM
-
Total 13F shares
-
52,365,507
-
Share change
-
+9,166,922
-
Total reported value
-
$2,185,045,811
-
Price per share
-
$41.73
-
Number of holders
-
201
-
Value change
-
+$382,452,398
-
Number of buys
-
150
-
Number of sells
-
44
Institutional Holders of DIMENSIONAL ETF TRUST - CORE FIXED INCOM (DFCF) as of Q2 2023
As of 30 Jun 2023,
DIMENSIONAL ETF TRUST - CORE FIXED INCOM (DFCF) was held by
201 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
52,365,507 shares.
The largest 10 holders included
Truepoint, Inc., HBK Sorce Advisory LLC, Beaird Harris Wealth Management, LLC, WPWealth LLP, PATHSTONE FAMILY OFFICE, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Financial Synergies Wealth Advisors, Inc., Core Wealth Management, Inc., Sequoia Financial Advisors, LLC, and Allworth Financial LP.
This page lists
202
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.