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Get Institutions for : 
DFA Dimensional Us Marketwide Value Etf (DFUV)  
$40.17 0.13 (0.32%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 513    19
Total shares held : 
199,833,643  
% of shares held : 
22.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  28  
Amount of shares held : 
2,382,560  
% of shares held change : 
  0.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$33.66  
Last Quarter's Ending Price : 
$37.22  
Last Quarter's Average Price
$34.42  
Change from last quarter's     
avg. price to the last closing  : 
5.75 (16.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 1,487,053
 0.74%
 
Increased Positions :
167
 10,561,130
 5.28%
 
Unchanged Positions :
153
 10,268,970
 5.14%
 
Decreased Positions :
158
-9,488,021
-4.75%
 
Closed Positions :
16
-177,602
-0.09%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Paragon Wealth Strategies LLC 8 *New 2023-12-31 773,935 $28,806,000 773,935
   Resource Planning Group 18 *New 2023-12-31 68,385 $2,545,000 68,385
   GTS SECURITIES LLC 298 *New 2024-03-31 60,363 $2,469,000 60,363
   HARTLINE INVESTMENT CORP/ 96 *New 2024-03-31 31,055 $1,270,000 31,055
   Sanford Advisory Services LLC 53 *New 2022-12-31 32,323 $1,082,000 32,323
   Renasant Bank 58 *New 2024-03-31 21,053 $861,000 21,053
   FINANCIAL COUNSELORS INC 359 *New 2024-03-31 18,429 $754,000 18,429
   TPG Financial Advisors LLC 38 *New 2023-12-31 14,752 $549,000 14,752
   Sollinda Capital Management LLC 36 *New 2024-03-31 10,924 $447,000 10,924
   Ascent Group LLC 376 *New 2024-03-31 10,849 $444,000 10,849
   OPPENHEIMER & CO INC 1067 *New 2024-03-31 10,028 $410,000 10,028
   Lido Advisors LLC 878 *New 2024-03-31 9,018 $369,000 9,018
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 380 *New 2024-03-31 7,491 $306,000 7,491
   Eagle Strategies LLC 218 *New 2024-03-31 7,221 $295,000 7,221
   Rockwood Wealth Management LLC 69 *New 2024-03-31 6,755 $276,000 6,755
   Alpha Cubed Investments LLC 222 *New 2024-03-31 6,504 $266,000 6,504
   OSBORNE PARTNERS CAPITAL MANAGEMENT 186 *New 2024-03-31 6,086 $249,000 6,086
   Intelligence Driven Advisers LLC 87 *New 2024-03-31 5,567 $228,000 5,567
   ADVISORS CAPITAL MANAGEMENT LLC 447 *New 2024-03-31 5,389 $220,000 5,389
   Vawter Financial Ltd. 78 *New 2024-03-31 5,350 $219,000 5,350
   GREENLEAF TRUST 729 *New 2024-03-31 5,221 $214,000 5,221
   VANGUARD GROUP INC 4169 *New 2024-03-31 5,179 $212,000 5,179
   MARBLE HARBOR INVESTMENT COUNSEL LLC 194 *New 2024-03-31 5,157 $211,000 5,157
   ARGI INVESTMENT SERVICES, LLC 407 *New 2022-12-31 6,037 $202,000 6,037
   MURPHY POHLAD ASSET MANAGEMENT LLC 113 *New 2024-03-31 4,920 $201,000 4,920
   Grey Fox Wealth Advisors LLC 95 *New 2024-03-31 4,894 $200,000 4,894
   Continuum Advisory LLC 383 *New 2024-03-31 4,441 $177,000 4,441
   Atlantic Trust Group LLC 1279 *New 2024-03-31 3,230 $132,000 3,230
   Qube Research & Technologies Ltd 2776 *New 2024-03-31 2,796 $114,000 2,796
   CULLEN FROST BANKERS INC 564 *New 2024-03-31 2,591 $106,000 2,591
   LifeSteps Financial Inc. 144 *New 2024-03-31 1,467 $60,000 1,467
   TOWER RESEARCH CAPITAL LLC 2199 *New 2024-03-31 1,359 $56,000 1,359
   STUDIO INVESTMENT MANAGEMENT LLC 183 *New 2024-03-31 1,225 $50,000 1,225
   S.A. Mason LLC 280 *New 2024-03-31 603 $25,000 603
   HOWE & RUSLING INC 347 *New 2024-03-31 218 $9,000 218
   Bare Financial Services Inc 97 *New 2024-03-31 215 $8,000 215
   PRINCIPAL SECURITIES INC. 3380 *New 2024-03-31 0 $0 0

  37 Records found
  1    
  Page 1 of 1
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