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Get Institutions for : 
Dimensional International Value Etf (DFIV)  
$37.65 0.31 (0.82%) as of 4:30 Tue 6/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 449    23
Total shares held : 
 146,487,619  
% of shares held : 
 16.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   96  
Amount of shares held : 
 3,965,114  
% of shares held change : 
   0.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $34.18  
Last Quarter's Ending Price : 
 $36.75  
Last Quarter's Average Price : 
 $34.66  
Change from last quarter's     
avg. price to the last closing  : 
2.99 (8.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 1,810,596
 1.24%
 
Increased Positions :
202
 15,632,272
 10.67%
 
Unchanged Positions :
73
 5,382,009
 3.67%
 
Decreased Positions :
129
-12,267,430
-8.37%
 
Closed Positions :
22
-1,210,324
-0.83%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   MERCER GLOBAL ADVISORS INC /ADV 15 - 2024-03-31 14,831,851 $545,071,000 4,386,250
   ENVESTNET ASSET MANAGEMENT INC 109 - 2024-03-31 12,825,217 $471,327,000 2,901,557
   BUCKINGHAM ASSET MANAGEMENT, LLC 6 - 2024-03-31 11,285,243 $414,733,000 259,293
   NORTHERN TRUST CORP 387 - 2024-03-31 6,523,366 $239,734,000 30,034
   SAVANT CAPITAL MANAGEMENT INC 6 - 2024-03-31 6,302,484 $231,616,000 249,861
   PNC FINANCIAL SERVICES GROUP INC 112 - 2024-03-31 5,440,664 $199,944,000 693,210
   Buckingham Strategic Partners 5 - 2024-03-31 4,079,196 $149,910,000 1,895,799
   Index Fund Advisors Inc. 5 - 2024-03-31 3,645,703 $133,980,000 -49,206
   HIGHTOWER ADVISORS, LLC 140 - 2024-03-31 2,781,729 $102,237,000 2,112,694
   MODERA WEALTH MANAGEMENT, LLC 15 - 2024-03-31 2,657,513 $97,664,000 -35,272
   Plancorp LLC 6 - 2024-03-31 2,617,715 $96,201,000 -3,400
   CREATIVE PLANNING 88 - 2024-03-31 2,597,058 $95,442,000 -63,270
   CI Private Wealth LLC 152 - 2024-03-31 2,308,920 $84,853,000 106,976
   RESOURCE CONSULTING GROUP INC 3 - 2023-12-31 2,314,169 $79,515,000 51,041
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 110 - 2024-03-31 2,041,996 $75,043,000 -34,722
   HPM Partners LLC 119 - 2024-03-31 1,956,662 $71,908,000 32,302
   Foster Group Inc. 7 - 2024-03-31 1,921,453 $70,613,000 -47
   Team Hewins LLC 2 - 2024-03-31 1,806,230 $66,379,000 47,989
   EMPIRICAL FINANCIAL SERVICES, LLC 13 - 2024-03-31 1,788,041 $65,711,000 50,987
   RSM US WEALTH MANAGEMENT LLC 11 - 2024-03-31 1,664,757 $61,177,000 26,808
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 214 - 2024-03-31 1,647,535 $60,547,000 -414,893
   Equius Partners Inc. 3 - 2022-12-31 1,952,148 $59,345,000 -134,130
   EP WEALTH ADVISORS, INC. 37 - 2024-03-31 1,568,171 $57,630,000 71,954
   JACKSON THORNTON ASSET MANAGEMENT LLC 4 - 2024-03-31 1,485,194 $54,581,000 9,099
   JANE STREET GROUP LLC 204 - 2024-03-31 1,464,242 $53,811,000 -2,580,395
   DIXON FNANCIAL SERVICES INC. 1 - 2024-03-31 1,412,969 $51,927,000 -3,197
   LPL FINANCIAL CORP 582 - 2024-03-31 1,216,269 $44,698,000 64,455
   TCI Wealth Advisors Inc. 6 - 2024-03-31 1,206,165 $44,327,000 30,211
   Paragon Wealth Strategies LLC 2 *New 2023-12-31 1,252,443 $43,034,000 1,252,443
   Evanson Asset Management LLC 10 - 2024-03-31 1,158,697 $42,582,000 35,615
   Beaird Harris Wealth Management LLC 7 - 2024-03-31 1,153,842 $42,404,000 51,257
   Apella Capital LLC 11 - 2024-03-31 1,111,306 $41,363,000 59,325
   Falcon Wealth Planning 2 - 2024-03-31 1,104,197 $40,579,000 696,360
   UBS Group AG 844 - 2024-03-31 1,099,932 $40,423,000 82,852
   Confluence Wealth Services Inc. 7 - 2024-03-31 1,078,804 $39,646,000 116,408
   True Link Financial Advisors LLC 9 - 2024-03-31 1,008,283 $37,054,000 -143,165
   Relative Value Partners Group LLC 15 - 2024-03-31 1,016,710 $34,466,000 18,531
   Planning Center Inc. 5 - 2024-03-31 870,400 $31,987,000 2,056
   BKD WEALTH ADVISORS LLC 25 - 2024-03-31 850,759 $31,265,000 3,511
   ML & R WEALTH MANAGEMENT LLC 5 - 2024-03-31 823,596 $30,267,000 -70,291
   STRATEGIC INVESTMENT ADVISORS, INC 13 - 2024-03-31 807,726 $29,684,000 31,027
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 10 - 2024-03-31 772,243 $28,380,000 28,392
   Schoolcraft Capital LLC 8 - 2024-03-31 720,324 $26,472,000 8,529
   Hill Investment Group Partners LLC 12 - 2024-03-31 714,694 $26,265,000 -4,771
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 272 - 2024-03-31 703,109 $25,839,000 -1,680
   Willow Creek Wealth Management Inc. 10 - 2023-12-31 748,144 $25,706,000 -1,760
   KEB ASSET MANAGEMENT LLC 5 - 2024-03-31 698,455 $25,668,000 14,589
   Beacon Pointe Advisors LLC 79 - 2024-03-31 696,730 $25,605,000 31,463
   Total Wealth Planning LLC 6 - 2024-03-31 650,579 $23,909,000 30,896
   MERRIMAN WEALTH MANAGEMENT, LLC 16 - 2024-03-31 650,252 $23,897,000 17,674
   Empowered Funds LLC 31 *New 2024-03-31 646,159 $23,746,000 646,159
   ROYAL BANK OF CANADA 1052 - 2024-03-31 641,445 $23,574,000 4,827
   McGlone Suttner Wealth Management Inc. 7 - 2024-03-31 639,121 $23,488,000 80,817
   Wealth Architects LLC 10 - 2024-03-31 636,039 $23,374,000 39,935
   Trinity Financial Advisors LLC 2 - 2024-03-31 590,198 $21,690,000 22,833
   Cetera Investment Advisers 365 - 2024-03-31 586,933 $21,570,000 457,200
   Efficient Frontier Advisors LLC 4 - 2024-03-31 566,499 $20,819,000 18,862
   Sequoia Financial Advisors LLC 86 - 2024-03-31 563,974 $20,726,000 4,418
   CAPITAL PERFORMANCE ADVISORS LLP 4 - 2024-03-31 558,236 $20,515,000 -477
   BURNS WEALTH MANAGEMENT, INC. 34 - 2024-03-31 545,680 $20,054,000 57,974
   First Command Advisory Services Inc. 19 - 2024-03-31 539,143 $19,813,000 -225,220
   BAYSHORE ASSET MANAGEMENT LLC 4 - 2024-03-31 485,990 $17,860,000 -22,021
   CFS Investment Advisory Services LLC 8 - 2024-03-31 478,364 $17,580,000 -7,440
   Lakeshore Financial Planning Inc. 3 - 2024-03-31 458,828 $16,862,000 2,441
   N.E.W. Advisory Services LLC 12 - 2024-03-31 455,035 $16,723,000 12,607
   Forum Financial Management LP 25 - 2024-03-31 451,192 $16,581,000 -3,760
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 14 - 2024-03-31 444,354 $16,330,000 -8,000
   PBMares Wealth Management LLC 4 - 2024-03-31 440,433 $16,186,000 7,535
   Wescott Financial Advisory Group LLC 13 - 2024-03-31 430,603 $15,825,000 9,246
   FINANCIAL NETWORK 272 - 2024-03-31 426,084 $15,659,000 58,176
   McLean Asset Management Corp 4 - 2024-03-31 418,316 $15,570,000 -5,396
   J P MORGAN CHASE & CO 1835 - 2024-03-31 405,354 $14,897,000 -17,561
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 18 - 2024-03-31 400,646 $14,724,000 17,182
   DOPKINS WEALTH MANAGEMENT LLC 4 - 2024-03-31 383,305 $14,086,000 34,471
   Integrated Wealth Concepts LLC 121 - 2024-03-31 379,271 $13,938,000 7,010
   Pathstone Holdings LLC 223 - 2024-03-31 372,391 $13,685,000 -15,021
   Disciplined Equity Management Inc. 5 - 2024-03-31 370,416 $13,613,000 3,372
   WELLS FARGO & CO/MN 1342 - 2024-03-31 369,868 $13,593,000 35,595
   BANK OF AMERICA CORP /DE/ 2221 - 2024-03-31 366,626 $13,474,000 -142,363
   Peirce Capital Management LLC 5 - 2024-03-31 365,190 $13,421,000 9,789
   Bridgeworth LLC - 2023-12-31 389,578 $13,386,000 -1,861
   FMFE Wealth Management LLC 4 - 2024-03-31 364,176 $13,383,000 1,054
   Shearwater Capital LLC 3 - 2024-03-31 358,259 $13,166,000 -1,556
   MBB PUBLIC MARKETS I LLC 28 - 2024-03-31 356,595 $13,105,000 -466,838
   First Command Financial Services Inc. 14 *New 2023-06-30 387,622 $12,733,000 387,622
   First Command Bank 14 *New 2023-06-30 387,622 $12,733,000 387,622
   CAPTRUST FINANCIAL ADVISORS 294 - 2024-03-31 345,229 $12,687,000 -15,796
   COMMONWEALTH EQUITY SERVICES LLC. 677 - 2024-03-31 344,693 $12,667,000 -2,490
   Rockefeller Capital Management L.P. 440 - 2024-03-31 342,507 $12,587,000 33,168
   Rather & Kittrell Inc. 9 - 2024-03-31 341,563 $12,552,000 -10,051
   PATHSTONE FAMILY OFFICE, LLC 140 - 2023-09-30 383,084 $12,496,000 -6,074
   CLARIS ADVISORS LLC / MO / 6 - 2024-03-31 335,427 $12,327,000 2,269
   KM Capital Management Ltd. 4 - 2024-03-31 332,510 $12,220,000 -41,106
   KRAFT ASSET MANAGEMENT LLC 4 - 2024-03-31 325,544 $11,964,000 -5,235
   Kestra Advisory Services LLC 263 - 2024-03-31 325,555 $11,964,000 68,265
   Fortress Wealth Management Inc. 4 - 2024-03-31 320,665 $11,784,000 13,116
   EnRich Financial Partners LLC 9 - 2024-03-31 308,207 $11,327,000 1,012
   OLD MISSION CAPITAL LLC 57 - 2024-03-31 304,513 $11,191,000 182,433
   Apeiron RIA LLC 6 - 2024-03-31 296,129 $10,883,000 5,015
   Equitable Holdings Inc. 144 - 2024-03-31 289,610 $10,643,000 14,870
  100 Records found
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