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Get Institutions for : 
Dimensional U S Core Equity 2 Etf (DFAC)  
$31.88 0.29 (0.92%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 706    19
Total shares held : 
 626,026,471  
% of shares held : 
 69.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   80  
Amount of shares held : 
 26,251,965  
% of shares held change : 
   2.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.08  
Last Quarter's Ending Price : 
 $29.23  
Last Quarter's Average Price : 
 $27.06  
Change from last quarter's     
avg. price to the last closing  : 
4.82 (17.81%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 3,866,641
 0.62%
 
Increased Positions :
273
 38,092,454
 6.08%
 
Unchanged Positions :
178
 24,245,881
 3.87%
 
Decreased Positions :
212
-14,271,909
-2.28%
 
Closed Positions :
24
-1,435,221
-0.23%
 
Guru Positions :
1
8,356
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 27 - 2024-03-31 51,834,629 $1,656,116,000 2,278,864
   MERCER GLOBAL ADVISORS INC /ADV 4 - 2024-03-31 45,055,024 $1,439,508,000 4,220,967
   Forum Financial Management LP 1 - 2024-03-31 39,447,063 $1,260,334,000 -921,623
   BUCKINGHAM ASSET MANAGEMENT, LLC 1 - 2024-03-31 37,755,608 $1,206,292,000 256,172
   LPL FINANCIAL CORP 74 - 2024-03-31 17,416,943 $556,471,000 5,624
   Buckingham Strategic Partners 1 - 2024-03-31 12,638,112 $403,788,000 6,226,000
   Plancorp LLC 1 - 2024-03-31 10,977,943 $350,745,000 -44,430
   COMMONWEALTH EQUITY SERVICES LLC. 23 - 2024-03-31 10,614,978 $339,149,000 417,123
   SJS Investment Consulting Inc. 1 - 2024-03-31 9,038,695 $288,786,000 118,649
   Rockwood Wealth Management LLC 1 - 2024-03-31 8,936,526 $285,522,000 294,459
   Greenspring Advisors LLC 1 - 2024-03-31 7,221,640 $230,731,000 138,132
   Apella Capital LLC 1 - 2024-03-31 7,109,068 $224,789,000 803,797
   Private Ocean LLC 1 - 2024-03-31 6,983,047 $223,108,000 -349,607
   Geometric Wealth Advisors 1 - 2024-03-31 6,703,026 $214,162,000 292,517
   HIGHTOWER ADVISORS, LLC 56 - 2024-03-31 6,501,800 $207,739,000 -409,183
   MONOGRAPH WEALTH ADVISORS LLC 1 - 2024-03-31 6,398,762 $204,440,000 181,571
   Heritage Financial Services LLC 1 - 2024-03-31 5,939,019 $189,752,000 372,967
   CI Private Wealth LLC 70 - 2024-03-31 5,371,983 $171,635,000 84,476
   SAVANT CAPITAL MANAGEMENT INC 8 - 2024-03-31 5,341,203 $170,651,000 -584,171
   Capstone Financial Advisors Inc. 3 - 2024-03-31 5,307,131 $169,563,000 3,053
   MODERA WEALTH MANAGEMENT, LLC 7 - 2024-03-31 5,300,761 $169,359,000 84,056
   Hill Investment Group Partners LLC 1 - 2024-03-31 4,955,843 $158,339,000 -10,737
   PURE FINANCIAL ADVISORS, INC. 4 - 2024-03-31 4,926,985 $157,417,000 -76,408
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 52 - 2024-03-31 4,521,704 $144,468,000 6,252
   Baird Financial Group Inc. 67 - 2024-03-31 4,517,839 $144,345,000 18,931
   JACKSON THORNTON ASSET MANAGEMENT LLC 1 - 2024-03-31 4,448,801 $142,139,000 54,608
   TFO-TDC LLC 2 - 2024-03-31 4,314,809 $137,858,000 -86,442
   Austin Asset Management Co Inc 1 - 2024-03-31 4,228,841 $135,111,000 -32,533
   HPM Partners LLC 54 - 2024-03-31 4,165,201 $133,079,000 193,873
   CARDIFF PARK ADVISORS LLC 2 - 2024-03-31 4,143,956 $132,399,000 -3,974
   Evanson Asset Management LLC 1 - 2024-03-31 3,963,787 $126,643,000 46,352
   Bridgeworth LLC - 2023-12-31 4,180,504 $122,196,000 -41,955
   McGlone Suttner Wealth Management Inc. 1 - 2024-03-31 3,487,856 $111,437,000 -1,112,406
   Syverson Strege & Co 1 - 2024-03-31 3,460,040 $110,548,000 20,308
   Asset Dedication LLC 1 - 2024-03-31 3,437,343 $109,825,000 285,913
   UBS Group AG 458 - 2024-03-31 3,426,948 $109,491,000 -56,299
   Onyx Financial Advisors LLC 1 - 2024-03-31 3,290,279 $105,124,000 214,528
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 60 - 2024-03-31 3,257,441 $104,075,000 35,947
   HANSON MCCLAIN, INC. 19 - 2024-03-31 3,236,902 $103,419,000 -83,756
   MARINER WEALTH ADVISORS, LLC 96 - 2024-03-31 3,231,994 $103,262,000 31,138
   Goss Wealth Management LLC 11 - 2024-03-31 3,112,852 $99,456,000 354,298
   Altiora Financial Group LLC 1 - 2024-03-31 3,089,712 $98,716,000 -184,403
   BANK OF AMERICA CORP /DE/ 905 - 2024-03-31 3,084,744 $98,558,000 975,884
   Millburn Ridgefield Corp 11 - 2024-03-31 3,025,783 $96,674,000 160,140
   CATALYST CAPITAL ADVISORS LLC 11 - 2024-03-31 3,025,783 $96,674,000 160,140
   Meridian Wealth Partners LLC 1 - 2024-03-31 2,990,774 $95,555,000 -64,945
   Vestmark Advisory Solutions Inc. 1 - 2024-03-31 2,980,661 $95,232,000 330,863
   Core Wealth Management Inc. 1 - 2024-03-31 2,964,313 $94,710,000 87,293
   JFS WEALTH ADVISORS, LLC 2 - 2024-03-31 2,925,080 $93,456,000 24,181
   BetterWealth LLC 1 - 2024-03-31 2,892,946 $92,430,000 -16,443
   GeoWealth Management LLC 4 *New 2024-03-31 2,853,144 $91,158,000 2,853,144
   BKD WEALTH ADVISORS LLC 7 - 2024-03-31 2,853,020 $91,154,000 9,897
   New Capital Management LP 1 - 2024-03-31 2,787,990 $89,076,000 357,645
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 160 - 2024-03-31 2,718,208 $86,847,000 301,362
   Conrad Siegel Investment Advisors Inc. 1 - 2024-03-31 2,663,440 $85,097,000 1,387,635
   GRAND WEALTH MANAGEMENT LLC 1 - 2024-03-31 2,615,878 $83,577,000 230,556
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 1 - 2024-03-31 2,567,494 $82,031,000 -1,560,924
   Warwick Investment Management Inc. 2 - 2024-03-31 2,537,535 $81,074,000 -233,387
   First Ascent Asset Management LLC 4 - 2023-12-31 2,750,596 $80,400,000 -5,000
   AWM CAPITAL LLC 1 - 2024-03-31 2,496,223 $79,754,000 117,612
   Resources Investment Advisors Inc. 15 - 2024-03-31 2,411,118 $77,035,000 78,722
   Integrated Wealth Concepts LLC 9 - 2024-03-31 2,401,329 $76,722,000 174,743
   Steward Financial Group LLC 2 - 2023-09-30 2,926,718 $76,680,000 65,881
   Waypoint Wealth Partners Inc. 2 - 2024-03-31 2,383,198 $76,143,000 -46,076
   LRI Investments LLC 1 - 2024-03-31 2,362,171 $75,471,000 0
   RAM Investment Partners LLC 1 - 2024-03-31 2,286,206 $73,044,000 88,707
   Ruedi Wealth Management Inc. 1 - 2024-03-31 2,281,784 $72,903,000 53,348
   DecisionPoint Financial LLC 1 - 2024-03-31 2,352,473 $72,527,000 217,572
   Eaton-Cambridge Inc. 1 - 2024-03-31 2,265,789 $72,392,000 121,525
   Safeguard Investment Advisory Group LLC 1 - 2024-03-31 2,263,310 $72,313,000 153,070
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16 - 2024-03-31 2,253,857 $72,011,000 -72,114
   Heritage Investment Group Inc. 1 - 2024-03-31 2,249,877 $71,884,000 59,725
   WorthPointe LLC 1 - 2024-03-31 2,216,342 $70,812,000 -6,316
   ShankerValleau Wealth Advisors Inc. 1 - 2024-03-31 2,206,885 $70,510,000 -32,905
   MERRIMAN WEALTH MANAGEMENT, LLC 8 - 2024-03-31 2,181,431 $69,697,000 -53,069
   Planning Center Inc. 2 - 2024-03-31 2,075,712 $66,319,000 -48,237
   PARK AVENUE SECURITIES LLC 18 - 2024-03-31 2,034,140 $64,991,000 125,650
   COMERICA BANK 63 - 2024-03-31 2,019,955 $64,538,000 -211,742
   CREATIVE PLANNING 112 - 2024-03-31 1,963,949 $62,748,000 41,458
   Zhang Financial LLC 5 - 2024-03-31 1,954,195 $62,437,000 284,470
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 1 - 2024-03-31 1,914,576 $61,171,000 20,932
   SAX WEALTH ADVISORS LLC 2 - 2024-03-31 1,878,062 $60,004,000 -159,862
   Tillman Hartley LLC 1 - 2024-03-31 1,865,829 $59,613,000 -46,148
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 77 - 2024-03-31 1,854,169 $59,241,000 -81,377
   FINANCIAL ENGINES ADVISORS L.L.C. 46 - 2024-03-31 1,852,556 $59,189,000 1,329,696
   Cetera Investment Advisers 142 - 2024-03-31 1,843,178 $58,890,000 651,624
   Kestra Advisory Services LLC 37 - 2024-03-31 1,842,407 $58,865,000 116,943
   KEB ASSET MANAGEMENT LLC 1 - 2024-03-31 1,839,293 $58,765,000 1,818
   Betterment LLC 44 - 2024-03-31 1,836,773 $58,685,000 404,350
   BAKER BOYER NATIONAL BANK 2 - 2024-03-31 1,815,690 $58,011,000 57,638
   True Wealth Design LLC 1 - 2024-03-31 1,767,638 $56,476,000 172,652
   Vista Wealth Management Group LLC 5 - 2024-03-31 1,738,694 $55,551,000 -111,076
   SC&H Financial Advisors Inc. 1 - 2024-03-31 1,722,382 $55,030,000 119,934
   Henrickson Nauta Wealth Advisors Inc. 1 - 2024-03-31 1,743,966 $54,412,000 50,379
   VANCE WEALTH INC. 1 - 2024-03-31 1,696,336 $54,198,000 -691
   Shearwater Capital LLC 1 - 2024-03-31 1,695,970 $54,186,000 19,085
   Monument Group Wealth Advisors LLC 1 - 2024-03-31 1,692,729 $54,083,000 193,583
   TCI Wealth Advisors Inc. 5 - 2024-03-31 1,661,448 $53,083,000 82,300
   CLARIS ADVISORS LLC / MO / 1 - 2024-03-31 1,627,893 $52,011,000 23,640
   CAPITAL PERFORMANCE ADVISORS LLP 1 - 2024-03-31 1,624,801 $51,912,000 800
  100 Records found
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