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Get Institutions for : 
Dimensional U S Equity Etf (DFUS)  
$57.22 0.43 (0.76%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 514    24
Total shares held : 
 100,822,803  
% of shares held : 
 11.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 3,430,003  
% of shares held change : 
   0.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.51  
Last Quarter's Ending Price : 
 $51.83  
Last Quarter's Average Price : 
 $48.41  
Change from last quarter's     
avg. price to the last closing  : 
8.81 (18.2%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 635,662
 0.63%
 
Increased Positions :
181
 7,263,648
 7.2%
 
Unchanged Positions :
157
 5,793,361
 5.75%
 
Decreased Positions :
142
-4,119,331
-4.09%
 
Closed Positions :
10
-349,976
-0.35%
 
Guru Positions :
1
3,841
 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 5 - 2024-03-31 7,655,694 $436,221,000 1,614,498
   Index Fund Advisors Inc. 3 - 2024-03-31 5,994,170 $341,548,000 -26,533
   Plancorp LLC 2 - 2024-03-31 5,121,033 $291,796,000 -130,294
   ENVESTNET ASSET MANAGEMENT INC 218 - 2024-03-31 4,204,542 $239,575,000 -29,514
   MERCER GLOBAL ADVISORS INC /ADV 34 - 2024-03-31 3,792,806 $216,114,000 98,641
   SAX WEALTH ADVISORS LLC 1 - 2024-03-31 2,748,910 $156,633,000 1,960,422
   TCI Wealth Advisors Inc. 2 - 2024-03-31 2,276,910 $129,738,000 -7,442
   ML & R WEALTH MANAGEMENT LLC 1 - 2024-03-31 2,216,646 $126,304,000 -125,564
   Great Waters Wealth Management 1 - 2024-03-31 1,792,795 $102,153,000 112,655
   CREATIVE PLANNING 84 - 2024-03-31 1,717,662 $97,872,000 -13,906
   Intelligence Driven Advisers LLC 1 - 2024-03-31 1,701,852 $96,972,000 -60,592
   Zhang Financial LLC 3 - 2024-03-31 1,640,761 $93,491,000 250,913
   CI Private Wealth LLC 141 - 2024-03-31 1,633,116 $93,055,000 -27,261
   G2 CAPITAL MANAGEMENT LLC / OH 1 - 2024-03-31 1,629,167 $92,830,000 10,637
   Sequoia Financial Advisors LLC 17 - 2024-03-31 1,618,735 $92,236,000 -8,075
   JFS WEALTH ADVISORS, LLC 3 - 2024-03-31 1,434,939 $81,763,000 17,997
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 102 - 2024-03-31 1,429,280 $81,440,000 -19,675
   Forum Financial Management LP 12 - 2024-03-31 1,355,438 $77,233,000 -28,793
   DiNuzzo Private Wealth Inc. 2 - 2024-03-31 1,307,486 $74,501,000 1,253
   Flagstone Financial Management 1 - 2024-03-31 1,265,302 $72,097,000 12,494
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 93 - 2024-03-31 1,249,083 $71,173,000 -20,734
   MODERA WEALTH MANAGEMENT, LLC 24 - 2024-03-31 1,198,233 $68,275,000 -6,186
   Buckingham Strategic Partners 12 - 2024-03-31 1,166,359 $66,459,000 650,547
   COMMONWEALTH EQUITY SERVICES LLC. 171 - 2024-03-31 1,155,627 $65,848,000 114,005
   Foster Group Inc. 8 - 2024-03-31 1,147,777 $65,400,000 -42,187
   Relaxing Retirement Coach 1 - 2023-06-30 1,332,675 $64,182,000 46,557
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 212 - 2024-03-31 1,073,043 $61,142,000 918
   SAVANT CAPITAL MANAGEMENT INC 24 - 2024-03-31 1,048,897 $59,766,000 -470,178
   Root Financial Partners LLC 1 - 2024-03-31 1,045,093 $59,549,000 178,503
   Cetera Investment Advisers 140 - 2024-03-31 1,041,102 $59,322,000 270,609
   Austin Asset Management Co Inc 3 - 2024-03-31 1,033,902 $58,912,000 -9,807
   MARINER WEALTH ADVISORS, LLC 161 - 2024-03-31 1,019,016 $58,064,000 44,262
   RSM US WEALTH MANAGEMENT LLC 14 - 2024-03-31 1,013,345 $57,740,000 -16,968
   LPL FINANCIAL CORP 503 - 2024-03-31 1,000,312 $56,998,000 -95,571
   Evanson Asset Management LLC 8 - 2024-03-31 957,840 $54,578,000 -8,830
   Colony Family Offices LLC 1 - 2024-03-31 951,907 $54,240,000 11,199
   ROYAL BANK OF CANADA 711 - 2024-03-31 867,589 $49,437,000 82,417
   Heritage Wealth Management Inc./Texas 1 - 2024-03-31 825,865 $47,058,000 4,138
   BB&T CORP 243 - 2024-03-31 824,868 $47,001,000 13,928
   Chicago Partners Investment Group LLC 8 - 2024-03-31 818,894 $45,056,000 222,927
   Equius Partners Inc. 4 - 2022-12-31 1,075,424 $44,748,000 6,957
   MONTICELLO WEALTH MANAGEMENT LLC 4 - 2024-03-31 781,944 $44,555,000 -7,007
   McLean Asset Management Corp 1 - 2024-03-31 684,257 $38,681,000 -10,410
   J P MORGAN CHASE & CO 1308 - 2024-03-31 668,494 $38,091,000 56,549
   RS CRUM INC. 3 - 2024-03-31 654,081 $37,270,000 200,136
   AMERICAN INVESTMENT SERVICES INC. 3 - 2024-03-31 653,176 $37,218,000 -1,961
   PRIVATE CAPITAL MANAGEMENT LLC 2 - 2024-03-31 642,597 $36,615,000 64,352
   Apella Capital LLC 15 - 2024-03-31 642,843 $36,340,000 -24,036
   Wealthstream Advisors Inc. 1 - 2024-03-31 623,675 $35,537,000 -34,193
   KM Capital Management Ltd. 1 - 2024-03-31 570,273 $32,494,000 66,229
   Kestra Advisory Services LLC 88 - 2024-03-31 562,586 $32,056,000 35,884
   BANK OF AMERICA CORP /DE/ 1584 - 2024-03-31 559,474 $31,879,000 25,661
   Mason & Associates Inc 3 - 2024-03-31 558,777 $31,839,000 -402,804
   Willow Creek Wealth Management Inc. 7 - 2023-12-31 589,988 $30,579,000 153,993
   Heritage Investment Group Inc. 8 - 2024-03-31 513,653 $29,268,000 -540
   ARK & TLK INVESTMENTS LLC 2 - 2024-03-31 511,360 $29,137,000 -14,483
   Retirement Solution Inc. 2 - 2024-03-31 500,927 $28,543,000 -4,493
   HIGHTOWER ADVISORS, LLC 387 - 2024-03-31 495,487 $28,237,000 83,732
   Disciplined Equity Management Inc. 2 - 2024-03-31 487,350 $27,769,000 3,662
   Equitable Holdings Inc. 72 - 2024-03-31 482,114 $27,471,000 55,729
   DIXON FNANCIAL SERVICES INC. 4 - 2024-03-31 479,334 $27,312,000 -2,693
   Hurlow Wealth Management Group Inc. 2 - 2024-03-31 463,382 $26,404,000 2,872
   Asset Dedication LLC 11 - 2024-03-31 451,762 $25,743,000 57,254
   Dynamic Advisors Solutions LLC 14 - 2024-03-31 433,416 $24,696,000 26,523
   TCP Asset Management LLC 4 - 2024-03-31 404,053 $23,023,000 76,566
   Pine Harbor Wealth Management LLC 1 - 2024-03-31 387,560 $22,083,000 115,000
   FMFE Wealth Management LLC 3 - 2024-03-31 373,433 $21,278,000 -5,590
   JACKSON THORNTON ASSET MANAGEMENT LLC 7 - 2024-03-31 368,500 $20,997,000 3,134
   MML INVESTORS SERVICES LLC 246 - 2024-03-31 359,160 $20,465,000 -2,810
   Beacon Pointe Advisors LLC 110 - 2024-03-31 344,927 $19,654,000 5,732
   CARDIFF PARK ADVISORS LLC 9 - 2024-03-31 339,781 $19,361,000 1,563
   Sowell Financial Services LLC 16 - 2024-03-31 321,118 $18,297,000 7,704
   Security Financial Services INC. 3 - 2024-03-31 312,462 $17,804,000 -2,595
   Symmetry Partner LLC 20 - 2024-03-31 311,583 $17,754,000 -5,803
   Private Advisor Group LLC 159 - 2024-03-31 297,804 $16,969,000 -16,561
   Warwick Investment Management Inc. 6 - 2024-03-31 293,573 $16,728,000 -27,124
   Crown Wealth Group LLC 2 - 2024-03-31 290,464 $16,551,000 11,305
   Vista Wealth Management Group LLC 17 - 2024-03-31 281,189 $16,022,000 -225
   Larson Financial Group LLC 17 - 2024-03-31 271,974 $15,497,000 -14,389
   Strategic Investment Solutions Inc. /IL 4 - 2023-12-31 297,232 $15,406,000 -2,173,206
   Quadcap Wealth Management LLC 2 - 2024-03-31 264,403 $15,066,000 91,887
   Ruedi Wealth Management Inc. 4 - 2024-03-31 261,408 $14,895,000 -5,891
   CarsonAllaria Wealth Management Ltd. 3 - 2024-03-31 256,293 $14,604,000 -674
   SC&H Financial Advisors Inc. 7 - 2024-03-31 254,644 $14,510,000 17,887
   KEB ASSET MANAGEMENT LLC 6 - 2024-03-31 254,264 $14,488,000 -2,778
   Spire Wealth Management 80 - 2024-03-31 250,436 $14,270,000 2,545
   Summit X LLC 5 *New 2024-03-31 247,630 $14,110,000 247,630
   PBMares Wealth Management LLC 7 - 2024-03-31 235,928 $13,443,000 -775
   Meritas Wealth Management LLC 3 - 2024-03-31 232,645 $13,256,000 7,702
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 359 - 2024-03-31 229,524 $13,078,000 116,932
   FINANCIAL NETWORK 307 - 2024-03-31 227,473 $12,961,000 115,619
   CLARIS ADVISORS LLC / MO / 5 - 2024-03-31 226,316 $12,895,000 -4,116
   Investmark Advisory Group LLC 2 - 2024-03-31 224,018 $12,765,000 3,458
   Stratos Wealth Partners LTD. 105 - 2024-03-31 218,590 $12,455,000 9,971
   AWM CAPITAL LLC 15 - 2024-03-31 200,264 $11,411,000 -5,807
   GEM Asset Management LLC 3 - 2024-03-31 196,307 $10,685,000 944
   Private Wealth Management Group LLC 7 - 2024-03-31 187,384 $10,677,000 -2,923
   Alpha Financial Advisors LLC 8 - 2024-03-31 185,758 $10,585,000 -79
   Advisor Group Holdings Inc. 661 - 2024-03-31 184,642 $10,521,000 -102,625
   OLIO Financial Planning 6 - 2024-03-31 201,694 $10,488,000 -3,142
  100 Records found
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