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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
   Summit X LLC 5 *New 2024-03-31 247,630 $14,110,000 247,630
   Portfolio Strategies Inc. 27 *New 2024-03-31 64,006 $3,647,000 64,006
   Empowered Funds LLC 533 *New 2024-03-31 43,772 $2,494,000 43,772
   Change Path LLC 206 *New 2024-03-31 40,759 $2,322,000 40,759
   SIGNATUREFD, LLC 181 *New 2024-03-31 31,962 $1,821,000 31,962
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 36 *New 2024-03-31 30,857 $1,758,000 30,857
   Cypress Point Wealth Management LLC 27 *New 2024-03-31 27,900 $1,590,000 27,900
   Eagle Strategies LLC 79 *New 2024-03-31 25,240 $1,438,000 25,240
   Quantinno Capital Management LP 645 *New 2024-03-31 24,242 $1,381,000 24,242
   Balboa Wealth Partners 61 *New 2024-03-31 17,571 $1,001,000 17,571
   BRIGGS ADVISORY GROUP INC. 27 *New 2023-09-30 21,193 $987,000 21,193
   THRIVENT FINANCIAL FOR LUTHERANS 1839 *New 2024-03-31 17,015 $970,000 17,015
   Berger Financial Group Inc 154 *New 2024-03-31 16,852 $960,000 16,852
   Lido Advisors LLC 626 *New 2024-03-31 15,368 $876,000 15,368
   Rockefeller Capital Management L.P. 1373 *New 2024-03-31 12,077 $688,000 12,077
   RMB CAPITAL MANAGEMENT LLC 418 *New 2024-03-31 10,137 $578,000 10,137
   TPG Financial Advisors LLC 39 *New 2023-12-31 10,621 $548,000 10,621
   HARTLINE INVESTMENT CORP/ 195 *New 2024-03-31 9,583 $546,000 9,583
   Badgley Phelps Wealth Managers LLC 202 *New 2024-03-31 6,855 $391,000 6,855
   Greenspring Advisors LLC 48 *New 2024-03-31 6,500 $370,000 6,500
   Peninsula Wealth LLC 65 *New 2024-03-31 5,721 $326,000 5,721
   COLDSTREAM CAPITAL MANAGEMENT INC 762 *New 2024-03-31 5,296 $302,000 5,296
   BURNEY CO/ 525 *New 2024-03-31 5,117 $292,000 5,117
   Canvas Wealth Advisors LLC 113 *New 2024-03-31 4,938 $269,000 4,938
   LINCOLN NATIONAL CORP 1011 *New 2024-03-31 4,526 $258,000 4,526
   Sterling Financial Planning Inc. 99 *New 2024-03-31 4,165 $237,000 4,165
   Total Clarity Wealth Management Inc. 242 *New 2024-03-31 3,838 $219,000 3,838
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 922 *New 2024-03-31 3,841 $219,000 3,841
   Edge Capital Group LLC 303 *New 2024-03-31 3,834 $218,000 3,834
   Advisor OS LLC 363 *New 2024-03-31 3,748 $214,000 3,748
   MJP ASSOCIATES INC /ADV 212 *New 2024-03-31 3,748 $214,000 3,748
   PROATHLETE WEALTH MANAGEMENT LLC 56 *New 2024-03-31 3,705 $211,000 3,705
   Sawtooth Asset Management Inc. 963 *New 2023-12-31 4,056 $210,000 4,056
   Brooklyn FI LLC 52 *New 2024-03-31 3,676 $209,000 3,676
   Fundamentun LLC 200 *New 2024-03-31 3,566 $203,000 3,566
   YHB INVESTMENT ADVISORS, INC. 267 *New 2024-03-31 3,566 $203,000 3,566
   BKD WEALTH ADVISORS LLC 382 *New 2024-03-31 3,513 $200,000 3,513
   CULLEN FROST BANKERS INC 525 *New 2024-03-31 2,629 $150,000 2,629
   S.A. Mason LLC 224 *New 2024-03-31 1,491 $85,000 1,491
   Continuum Advisory LLC 737 *New 2024-03-31 447 $25,000 447
   Vermillion & White Wealth Management Group LLC 168 *New 2024-03-31 359 $20,000 359
   Penserra Capital Management LLC 948 *New 2024-03-31 136 $7,000 136
   Coston McIsaac & Partners 649 *New 2024-03-31 4 $0 4
  43 Records found
  1    
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