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Get Institutions for : 
Dimensional Funds plc - World Equity Fund (DFAX)  
$26.12 0.10 (0.38%) as of 4:30 Mon 6/3


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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  : 
3.25 (14.21%)  




 
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
   GeoWealth Management LLC 12 *New 2024-03-31 1,497,414 $38,094,000 1,497,414
   Cardinal Point Capital Management ULC 8 *New 2024-03-31 987,830 $25,130,000 987,830
   DUBUQUE BANK & TRUST CO 81 *New 2023-09-30 53,495 $1,205,000 53,495
   Change Path LLC 387 *New 2024-03-31 37,834 $962,000 37,834
   Cyndeo Wealth Partners LLC 205 *New 2024-03-31 36,546 $930,000 36,546
   FINANCIAL COUNSELORS INC 346 *New 2024-03-31 33,297 $847,000 33,297
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 276 *New 2024-03-31 32,074 $816,000 32,074
   Montis Financial LLC 35 *New 2024-03-31 30,546 $777,000 30,546
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1326 *New 2024-03-31 26,162 $666,000 26,162
   Total Clarity Wealth Management Inc. 119 *New 2024-03-31 25,230 $642,000 25,230
   Pensionmark Financial Group LLC 211 *New 2024-03-31 20,527 $522,000 20,527
   Simplicity WealthLLC 729 *New 2024-03-31 19,964 $508,000 19,964
   Edge Capital Group LLC 234 *New 2024-03-31 15,247 $388,000 15,247
   Renasant Bank 113 *New 2024-03-31 14,155 $360,000 14,155
   STOCK YARDS BANK & TRUST CO 335 *New 2024-03-31 12,130 $309,000 12,130
   THREADGILL FINANCIAL LLC 54 *New 2024-03-31 11,718 $298,000 11,718
   Sigma Planning Corp 958 *New 2024-03-31 11,542 $294,000 11,542
   Northeast Financial Group Inc. 63 *New 2024-03-31 10,944 $278,000 10,944
   BARTLETT & CO. LLC 425 *New 2023-12-31 10,920 $267,000 10,920
   Annandale Capital LLC 109 *New 2024-03-31 9,874 $251,000 9,874
   Geneos Wealth Management Inc. 660 *New 2024-03-31 9,146 $233,000 9,146
   H D Vest Advisory Services 1466 *New 2024-03-31 8,840 $225,000 8,840
   Advisor OS LLC 364 *New 2024-03-31 8,384 $213,000 8,384
   MJP ASSOCIATES INC /ADV 216 *New 2024-03-31 8,384 $213,000 8,384
   Atlantic Trust Group LLC 1093 *New 2024-03-31 8,300 $211,000 8,300
   Arbor Wealth Advisors LLC 44 *New 2024-03-31 8,047 $205,000 8,047
   Main Street Financial Solutions LLC 489 *New 2024-03-31 8,003 $204,000 8,003
   Oakwell Private Wealth Management LLC 64 *New 2024-03-31 7,981 $203,000 7,981
   Brookstone Capital Management 874 *New 2024-03-31 7,933 $202,000 7,933
   Perennial Investment Advisors LLC 323 *New 2024-03-31 7,924 $202,000 7,924
   EMPIRICAL FINANCIAL SERVICES, LLC 513 *New 2024-03-31 7,878 $200,000 7,878
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 736 *New 2024-03-31 6,991 $178,000 6,991
   FRG Family Wealth Advisors LLC 147 *New 2024-03-31 6,465 $161,000 6,465
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 268 *New 2024-03-31 3,363 $86,000 3,363
   McIlrath & Eck LLC 270 *New 2024-03-31 1,993 $51,000 1,993
   EnRich Financial Partners LLC 100 *New 2024-03-31 1,762 $45,000 1,762
   FIRST MANHATTAN CO 981 *New 2024-03-31 1,060 $27,000 1,060
   Bare Financial Services Inc 94 *New 2024-03-31 357 $9,000 357
   STUDIO INVESTMENT MANAGEMENT LLC 248 *New 2024-03-31 164 $4,000 164
   KISTLERTIFFANY COMPANIES, LLC 798 *New 2023-06-30 129 $3,000 129
  40 Records found
  1    
  Page 1 of 1
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