Security Details
| Security Name: | DIMENSIONAL US VTOR EQTY ETF |
|---|---|
| Ticker: | DXUV |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 25434V559 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-09-30 | $0.06B | - | 7 | - |
| 2024-12-31 | $0.06B | 0.0% | 10 | +42.9% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| BCR WEALTH STRATEGIES, LLC | $34.1M | 645K | 16.0% |
| FMB WEALTH MANAGEMENT | $19.0M | 359K | 10.7% |
| STAGE HARBOR FINANCIAL, LLC | $0.3M | 6K | 0.3% |
| FINANCIAL HARVEST, LLC | $0.3M | 5K | 0.3% |
| CARDIFF PARK ADVISORS, LLC | $0.4M | 8K | 0.0% |
| FARTHER FINANCE ADVISORS, LLC | $0.1M | 1K | 0.0% |
| UBS GROUP AG | $0.0M | 0K | 0.0% |
| DIMENSIONAL FUND ADVISORS LP | $5.3M | 100K | 0.0% |
| CITADEL ADVISORS LLC | $1.0M | 18K | 0.0% |