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Get Institutions for : 
Dimensional Funds plc - World Equity Fund (DFAX)  
$26.28 0.08 (0.3%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 403    5
Total shares held : 
 195,790,455  
% of shares held : 
 21.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   35  
Amount of shares held : 
 -11,174,295  
% of shares held change : 
   -1.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.21  
Last Quarter's Ending Price : 
 $24.42  
Last Quarter's Average Price : 
 $22.87  
Change from last quarter's     
avg. price to the last closing  : 
3.41 (14.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 739,436
 0.38%
 
Increased Positions :
159
 8,829,879
 4.51%
 
Unchanged Positions :
90
 8,501,310
 4.34%
 
Decreased Positions :
129
-19,208,908
-9.81%
 
Closed Positions :
20
-1,534,702
-0.78%
 
Guru Positions :
0
 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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BUCKINGHAM ASSET MANAGEMENT, LLC 9 - 2024-03-31 11,533,051 $293,401,000 -114,679
   ENVESTNET ASSET MANAGEMENT INC 189 - 2024-03-31 10,969,757 $279,071,000 301,988
   LPL FINANCIAL CORP 178 - 2024-03-31 7,416,173 $188,667,000 141,948
   Geometric Wealth Advisors 2 - 2024-03-31 6,444,509 $163,948,000 236,207
   COMMONWEALTH EQUITY SERVICES LLC. 77 - 2024-03-31 5,732,153 $145,826,000 211,845
   GLENMEDE TRUST CO NA 27 - 2024-03-31 5,212,247 $132,600,000 22,870
   MONOGRAPH WEALTH ADVISORS LLC 2 - 2024-03-31 5,165,363 $131,407,000 441,506
   RFG Advisory Group LLC 5 - 2024-03-31 4,515,992 $114,887,000 263,468
   COMERICA BANK 30 - 2024-03-31 4,496,412 $114,389,000 -2,648
   UBS Group AG 447 - 2024-03-31 4,427,335 $112,631,000 170,312
   Plancorp LLC 5 - 2024-03-31 4,190,989 $106,619,000 -6,123
   ALERUS FINANCIAL NA 2 - 2024-03-31 3,914,964 $99,597,000 -33,254
   JFS WEALTH ADVISORS, LLC 1 - 2024-03-31 3,801,476 $96,710,000 -63,466
   HANSON MCCLAIN, INC. 20 - 2024-03-31 3,682,172 $93,674,000 -17,026
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 72 - 2024-03-31 3,598,076 $91,535,000 134,637
   Pathstone Holdings LLC 39 - 2024-03-31 3,282,227 $83,500,000 -33,801
   Great Waters Wealth Management 2 - 2024-03-31 3,023,687 $76,923,000 228,608
   PATHSTONE FAMILY OFFICE, LLC 31 - 2023-09-30 3,273,413 $73,717,000 -204,757
   Capstone Financial Advisors Inc. 7 - 2024-03-31 2,871,232 $73,044,000 56,795
   Buckingham Strategic Partners 10 - 2024-03-31 2,853,176 $72,585,000 1,044,956
   Evanson Asset Management LLC 4 - 2024-03-31 2,836,700 $72,166,000 -34,882
   Planning Center Inc. 1 - 2024-03-31 2,832,063 $72,048,000 31,556
   Asset Dedication LLC 3 - 2024-03-31 2,625,551 $66,807,000 164,479
   DAVIDSON D A & CO 36 - 2024-03-31 2,499,282 $63,582,000 57,273
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4 - 2024-03-31 2,403,592 $61,147,000 140,483
   Core Wealth Management Inc. 2 - 2024-03-31 2,165,160 $55,082,000 111,709
   New Capital Management LP 2 - 2024-03-31 2,138,210 $54,396,000 38,275
   Morton Capital Management LLC/CA 2 - 2024-03-31 2,072,389 $52,722,000 87,306
   Greenspring Advisors LLC 2 - 2024-03-31 2,016,003 $51,287,000 56,911
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 3 - 2024-03-31 1,944,723 $49,474,000 -1,190,744
   JACKSON THORNTON ASSET MANAGEMENT LLC 5 - 2024-03-31 1,778,344 $45,241,000 27,403
   BANK OF AMERICA CORP /DE/ 1367 - 2024-03-31 1,681,824 $42,786,000 -30,272
   BAKER BOYER NATIONAL BANK 3 - 2024-03-31 1,682,055 $42,775,000 73,836
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 28 - 2024-03-31 1,585,013 $40,323,000 -27,638
   Forum Financial Management LP 16 - 2024-03-31 1,559,561 $39,675,000 -37,182
   GeoWealth Management LLC 12 *New 2024-03-31 1,497,414 $38,094,000 1,497,414
   Trellis Wealth Advisors LLC 1 - 2024-03-31 1,425,526 $36,265,000 22,615
   Glassman Wealth Services 5 - 2024-03-31 1,423,560 $36,215,000 85,146
   First Ascent Asset Management LLC 9 - 2023-12-31 1,457,609 $35,595,000 34,892
   ShankerValleau Wealth Advisors Inc. 2 - 2024-03-31 1,383,664 $35,200,000 9,377
   Creative Capital Management Investments LLC 2 - 2024-03-31 1,380,832 $35,128,000 138,793
   Altiora Financial Group LLC 2 - 2024-03-31 1,327,409 $33,769,000 -12,580
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 349 - 2024-03-31 1,305,988 $33,224,000 97,850
   CARDIFF PARK ADVISORS LLC 4 - 2024-03-31 1,253,350 $31,885,000 -33,957
   MERCER GLOBAL ADVISORS INC /ADV 149 - 2024-03-31 1,225,526 $31,177,000 -925
   Financial Symmetry Inc 2 - 2024-03-31 1,174,758 $29,886,000 109,000
   BlueSky Wealth Advisors LLC 1 - 2024-03-31 1,164,698 $29,630,000 46,720
   VANCE WEALTH INC. 2 - 2024-03-31 1,094,202 $27,837,000 18,598
   Meridian Wealth Partners LLC 6 - 2024-03-31 1,029,699 $26,196,000 -28,865
   LRI Investments LLC 3 - 2024-03-31 997,071 $25,814,000 0
   Private Advisor Group LLC 105 - 2024-03-31 1,009,103 $25,672,000 22,053
   ROYAL BANK OF CANADA 1004 - 2024-03-31 1,006,006 $25,592,000 -132,773
   Confluence Wealth Services Inc. 13 - 2024-03-31 1,003,639 $25,533,000 175,494
   Cardinal Point Capital Management ULC 8 *New 2024-03-31 987,830 $25,130,000 987,830
   Onyx Financial Advisors LLC 2 - 2024-03-31 985,957 $25,083,000 86,890
   HIGHTOWER ADVISORS, LLC 414 - 2024-03-31 981,674 $24,964,000 -63,783
   BetterWealth LLC 4 - 2024-03-31 941,739 $23,958,000 14,010
   Resources Investment Advisors Inc. 58 - 2024-03-31 911,084 $23,178,000 -10,698
   Apella Capital LLC 23 - 2024-03-31 883,427 $22,660,000 -33,900
   Symmetry Partner LLC 15 - 2024-03-31 823,987 $20,962,000 -129,747
   COMERICA SECURITIESINC. 9 - 2023-09-30 916,863 $20,648,000 -19,179
   FINANCIAL ENGINES ADVISORS L.L.C. 58 - 2024-03-31 792,209 $20,154,000 263,971
   CI Private Wealth LLC 390 - 2024-03-31 775,170 $19,720,000 -1,208
   Shearwater Capital LLC 2 - 2024-03-31 770,195 $19,594,000 34,436
   RWM Asset Management LLC 2 - 2024-03-31 757,905 $19,281,000 -71,607
   TCI Wealth Advisors Inc. 12 - 2024-03-31 756,908 $19,256,000 58,710
   Advisor Group Holdings Inc. 452 - 2024-03-31 696,968 $17,731,000 -134,877
   Kestra Advisory Services LLC 174 - 2024-03-31 680,182 $17,304,000 58,470
   Chicago Partners Investment Group LLC 27 - 2024-03-31 675,465 $16,893,000 -18,453
   Sowell Financial Services LLC 19 - 2024-03-31 658,287 $16,747,000 464,670
   GRAND WEALTH MANAGEMENT LLC 3 - 2024-03-31 633,801 $16,124,000 45,020
   Glassy Mountain Advisors Inc. 1 - 2024-03-31 632,113 $16,081,000 25,875
   Prosperity Planning Inc. 3 - 2024-03-31 630,565 $16,042,000 -5,617
   JANE STREET GROUP LLC 599 - 2024-03-31 605,366 $15,401,000 -1,005,490
   HTG Investment Advisors Inc. 3 - 2024-03-31 588,057 $14,960,000 -46,291
   OHE FINANCIAL INC 15 - 2024-03-31 582,447 $14,817,000 57,271
   CHERRYDALE WEALTH MANAGEMENT LLC 5 - 2024-03-31 580,482 $14,767,000 33,103
   Conrad Siegel Investment Advisors Inc. 8 - 2024-03-31 563,859 $14,345,000 90,680
   Grunden Financial Advisory Inc. 6 - 2024-03-31 548,690 $13,959,000 -10,307
   BKD WEALTH ADVISORS LLC 45 - 2024-03-31 536,907 $13,659,000 57,855
   MODERA WEALTH MANAGEMENT, LLC 88 - 2024-03-31 532,978 $13,559,000 -4,582
   IFG Advisory LLC 15 - 2024-03-31 531,584 $13,524,000 -13,755
   CLARIS ADVISORS LLC / MO / 4 - 2024-03-31 524,487 $13,343,000 -270
   SOUNDMARK WEALTH MANAGEMENT LLC 5 - 2024-03-31 505,211 $12,853,000 14,082
   SAVANT CAPITAL MANAGEMENT INC 111 - 2024-03-31 475,480 $12,096,000 -58,829
   Lauterbach Financial Advisors LLC 3 - 2024-03-31 465,938 $11,853,000 -18,049
   Ruedi Wealth Management Inc. 6 - 2024-03-31 462,961 $11,778,000 3,569
   Robertson Stephens Wealth Management LLC 31 - 2024-03-31 459,746 $11,696,000 -15,479
   North Ridge Wealth Advisors Inc. 2 - 2024-03-31 447,324 $11,380,000 7,437
   BRIGHTON JONES LLC 39 - 2024-03-31 436,649 $11,108,000 24,939
   LEGACY FINANCIAL GROUP INC. 7 - 2024-03-31 432,697 $11,008,000 52,291
   ARK & TLK INVESTMENTS LLC 4 - 2024-03-31 425,201 $10,817,000 -4,429
   J P MORGAN CHASE & CO 2013 - 2024-03-31 417,726 $10,627,000 34,909
   AMERICAN INVESTMENT SERVICES INC. 14 - 2024-03-31 408,625 $10,395,000 -5,796
   Trust Co of the South 9 - 2024-03-31 408,452 $10,391,000 -6,806
   Integrated Wealth Concepts LLC 154 - 2024-03-31 401,678 $10,219,000 -25,714
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 469 - 2024-03-31 394,719 $10,042,000 -10,733
   Financial Connections Group Inc. - 2024-03-31 377,515 $9,604,000 27,073
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 4 - 2024-03-31 375,804 $9,560,000 -41
   Silver Oak Advisory Group Inc. 6 - 2024-03-31 372,117 $9,467,000 5,897
  100 Records found
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