Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / CORE FIXED INCOM
-
Total 13F shares
-
56,088,511
-
Share change
-
+5,553,225
-
Total reported value
-
$2,264,671,118
-
Price per share
-
$40.37
-
Number of holders
-
207
-
Value change
-
+$224,662,243
-
Number of buys
-
156
-
Number of sells
-
49
Institutional Holders of DIMENSIONAL ETF TRUST - CORE FIXED INCOM (DFCF) as of Q3 2023
As of 30 Sep 2023,
DIMENSIONAL ETF TRUST - CORE FIXED INCOM (DFCF) was held by
207 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
56,088,511 shares.
The largest 10 holders included
Truepoint, Inc., HBK Sorce Advisory LLC, Beaird Harris Wealth Management, LLC, WPWealth LLP, COMMONWEALTH EQUITY SERVICES, LLC, Financial Synergies Wealth Advisors, Inc., Vestmark Advisory Solutions, Inc., Core Wealth Management, Inc., Great Waters Wealth Management, and Allworth Financial LP.
This page lists
208
institutional shareholders reporting positions in this security
for the Q3 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.