Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Dimensional U S Core Equity 2 Etf (DFAC)  
$31.96 0.14 (0.44%) as of 4:30 Wed 5/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 706    19
Total shares held : 
 626,026,471  
% of shares held : 
 69.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   80  
Amount of shares held : 
 26,251,965  
% of shares held change : 
   2.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.08  
Last Quarter's Ending Price : 
 $29.23  
Last Quarter's Average Price : 
 $27.06  
Change from last quarter's     
avg. price to the last closing  : 
4.90 (18.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 3,866,641
 0.62%
 
Increased Positions :
273
 38,092,454
 6.08%
 
Unchanged Positions :
178
 24,245,881
 3.87%
 
Decreased Positions :
212
-14,271,909
-2.28%
 
Closed Positions :
24
-1,435,221
-0.23%
 
Guru Positions :
1
8,356
 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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 27 - 2024-03-31 51,834,629 $1,656,116,000 2,278,864
   MERCER GLOBAL ADVISORS INC /ADV 4 - 2024-03-31 45,055,024 $1,439,508,000 4,220,967
   BUCKINGHAM ASSET MANAGEMENT, LLC 1 - 2024-03-31 37,755,608 $1,206,292,000 256,172
   LPL FINANCIAL CORP 74 - 2024-03-31 17,416,943 $556,471,000 5,624
   Buckingham Strategic Partners 1 - 2024-03-31 12,638,112 $403,788,000 6,226,000
   COMMONWEALTH EQUITY SERVICES LLC. 23 - 2024-03-31 10,614,978 $339,149,000 417,123
   SJS Investment Consulting Inc. 1 - 2024-03-31 9,038,695 $288,786,000 118,649
   Rockwood Wealth Management LLC 1 - 2024-03-31 8,936,526 $285,522,000 294,459
   Greenspring Advisors LLC 1 - 2024-03-31 7,221,640 $230,731,000 138,132
   Apella Capital LLC 1 - 2024-03-31 7,109,068 $224,789,000 803,797
   Geometric Wealth Advisors 1 - 2024-03-31 6,703,026 $214,162,000 292,517
   MONOGRAPH WEALTH ADVISORS LLC 1 - 2024-03-31 6,398,762 $204,440,000 181,571
   Heritage Financial Services LLC 1 - 2024-03-31 5,939,019 $189,752,000 372,967
   CI Private Wealth LLC 70 - 2024-03-31 5,371,983 $171,635,000 84,476
   Capstone Financial Advisors Inc. 3 - 2024-03-31 5,307,131 $169,563,000 3,053
   MODERA WEALTH MANAGEMENT, LLC 7 - 2024-03-31 5,300,761 $169,359,000 84,056
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 52 - 2024-03-31 4,521,704 $144,468,000 6,252
   Baird Financial Group Inc. 67 - 2024-03-31 4,517,839 $144,345,000 18,931
   JACKSON THORNTON ASSET MANAGEMENT LLC 1 - 2024-03-31 4,448,801 $142,139,000 54,608
   HPM Partners LLC 54 - 2024-03-31 4,165,201 $133,079,000 193,873
   Evanson Asset Management LLC 1 - 2024-03-31 3,963,787 $126,643,000 46,352
   Syverson Strege & Co 1 - 2024-03-31 3,460,040 $110,548,000 20,308
   Asset Dedication LLC 1 - 2024-03-31 3,437,343 $109,825,000 285,913
   Onyx Financial Advisors LLC 1 - 2024-03-31 3,290,279 $105,124,000 214,528
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 60 - 2024-03-31 3,257,441 $104,075,000 35,947
   MARINER WEALTH ADVISORS, LLC 96 - 2024-03-31 3,231,994 $103,262,000 31,138
   Goss Wealth Management LLC 11 - 2024-03-31 3,112,852 $99,456,000 354,298
   BANK OF AMERICA CORP /DE/ 905 - 2024-03-31 3,084,744 $98,558,000 975,884
   Millburn Ridgefield Corp 11 - 2024-03-31 3,025,783 $96,674,000 160,140
   CATALYST CAPITAL ADVISORS LLC 11 - 2024-03-31 3,025,783 $96,674,000 160,140
   Vestmark Advisory Solutions Inc. 1 - 2024-03-31 2,980,661 $95,232,000 330,863
   Core Wealth Management Inc. 1 - 2024-03-31 2,964,313 $94,710,000 87,293
   JFS WEALTH ADVISORS, LLC 2 - 2024-03-31 2,925,080 $93,456,000 24,181
   BKD WEALTH ADVISORS LLC 7 - 2024-03-31 2,853,020 $91,154,000 9,897
   New Capital Management LP 1 - 2024-03-31 2,787,990 $89,076,000 357,645
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 160 - 2024-03-31 2,718,208 $86,847,000 301,362
   Conrad Siegel Investment Advisors Inc. 1 - 2024-03-31 2,663,440 $85,097,000 1,387,635
   GRAND WEALTH MANAGEMENT LLC 1 - 2024-03-31 2,615,878 $83,577,000 230,556
   AWM CAPITAL LLC 1 - 2024-03-31 2,496,223 $79,754,000 117,612
   Resources Investment Advisors Inc. 15 - 2024-03-31 2,411,118 $77,035,000 78,722
   Integrated Wealth Concepts LLC 9 - 2024-03-31 2,401,329 $76,722,000 174,743
   Steward Financial Group LLC 2 - 2023-09-30 2,926,718 $76,680,000 65,881
   RAM Investment Partners LLC 1 - 2024-03-31 2,286,206 $73,044,000 88,707
   Ruedi Wealth Management Inc. 1 - 2024-03-31 2,281,784 $72,903,000 53,348
   DecisionPoint Financial LLC 1 - 2024-03-31 2,352,473 $72,527,000 217,572
   Eaton-Cambridge Inc. 1 - 2024-03-31 2,265,789 $72,392,000 121,525
   Safeguard Investment Advisory Group LLC 1 - 2024-03-31 2,263,310 $72,313,000 153,070
   Heritage Investment Group Inc. 1 - 2024-03-31 2,249,877 $71,884,000 59,725
   PARK AVENUE SECURITIES LLC 18 - 2024-03-31 2,034,140 $64,991,000 125,650
   CREATIVE PLANNING 112 - 2024-03-31 1,963,949 $62,748,000 41,458
   Zhang Financial LLC 5 - 2024-03-31 1,954,195 $62,437,000 284,470
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 1 - 2024-03-31 1,914,576 $61,171,000 20,932
   FINANCIAL ENGINES ADVISORS L.L.C. 46 - 2024-03-31 1,852,556 $59,189,000 1,329,696
   Kestra Advisory Services LLC 37 - 2024-03-31 1,842,407 $58,865,000 116,943
   KEB ASSET MANAGEMENT LLC 1 - 2024-03-31 1,839,293 $58,765,000 1,818
   Betterment LLC 44 - 2024-03-31 1,836,773 $58,685,000 404,350
   BAKER BOYER NATIONAL BANK 2 - 2024-03-31 1,815,690 $58,011,000 57,638
   True Wealth Design LLC 1 - 2024-03-31 1,767,638 $56,476,000 172,652
   SC&H Financial Advisors Inc. 1 - 2024-03-31 1,722,382 $55,030,000 119,934
   Henrickson Nauta Wealth Advisors Inc. 1 - 2024-03-31 1,743,966 $54,412,000 50,379
   Shearwater Capital LLC 1 - 2024-03-31 1,695,970 $54,186,000 19,085
   Monument Group Wealth Advisors LLC 1 - 2024-03-31 1,692,729 $54,083,000 193,583
   TCI Wealth Advisors Inc. 5 - 2024-03-31 1,661,448 $53,083,000 82,300
   CLARIS ADVISORS LLC / MO / 1 - 2024-03-31 1,627,893 $52,011,000 23,640
   CAPITAL PERFORMANCE ADVISORS LLP 1 - 2024-03-31 1,624,801 $51,912,000 800
   BCU Wealth Advisors LLC 1 - 2024-03-31 1,558,015 $49,779,000 302,279
   CAPSTONE CAPITAL WEALTH ADVISORS 1 - 2024-03-31 1,509,624 $48,232,000 137,558
   Chico Wealth RIA 1 - 2024-03-31 1,477,811 $47,216,000 74,474
   RS CRUM INC. 2 - 2024-03-31 1,469,288 $46,944,000 180,105
   Ballentine Capital Advisors Inc 1 - 2024-03-31 1,470,645 $46,796,000 36,701
   EFFICIENT ADVISORS, LLC 11 - 2024-03-31 1,423,088 $45,468,000 13,361
   TRIAD FINANCIAL ADVISORS INC. 1 - 2023-09-30 1,735,187 $45,462,000 93,854
   Cetera Investment Advisers 36 - 2024-03-31 1,419,383 $45,349,000 227,829
   Private Advisor Group LLC 66 - 2024-03-31 1,415,210 $45,216,000 30,548
   J P MORGAN CHASE & CO 1220 - 2024-03-31 1,407,752 $44,978,000 94,769
   Grunden Financial Advisory Inc. 1 - 2024-03-31 1,404,939 $44,888,000 3,533
   Summit Wealth Group LLC 1 - 2024-03-31 1,308,670 $41,812,000 18,312
   PBMares Wealth Management LLC 1 - 2024-03-31 1,303,321 $41,641,000 45,346
   Helen Stephens Group LLC 1 - 2024-03-31 1,302,747 $41,623,000 206,100
   CLIENT 1ST ADVISORY GROUP LLC 1 - 2024-03-31 1,276,605 $40,788,000 124,105
   ROYAL BANK OF CANADA 785 - 2024-03-31 1,276,196 $40,775,000 63,624
   MML INVESTORS SERVICES LLC 141 - 2024-03-31 1,238,197 $39,560,000 165,857
   Creative Capital Management Investments LLC 1 - 2024-03-31 1,179,356 $37,680,000 139,578
   One Degree Advisors Inc 1 - 2024-03-31 1,161,243 $37,102,000 12,714
   Applied Capital LLC 1 - 2024-03-31 1,154,358 $36,882,000 40,020
   Trust Co of the South 3 - 2024-03-31 1,145,197 $36,589,000 119,334
   Sowell Financial Services LLC 9 - 2024-03-31 1,132,987 $36,199,000 945,765
   Glassman Wealth Services 6 - 2024-03-31 1,124,312 $35,922,000 65,356
   Midwest Heritage Bank FSB 1 - 2024-03-31 1,083,780 $34,627,000 195,580
   GREAT VALLEY ADVISOR GROUP INC. 17 - 2024-03-31 1,072,609 $34,270,000 11,165
   Morton Capital Management LLC/CA 3 - 2024-03-31 1,062,802 $33,957,000 66,100
   FirstPurpose Wealth LLC 2 - 2024-03-31 1,069,610 $33,372,000 1,256
   DOPKINS WEALTH MANAGEMENT LLC 1 - 2024-03-31 1,028,241 $32,852,000 82,229
   North Ridge Wealth Advisors Inc. 1 - 2024-03-31 1,027,276 $32,821,000 45,567
   Straight Path Wealth Management 1 - 2024-03-31 1,025,114 $32,752,000 52,128
   Wealthstream Advisors Inc. 2 - 2024-03-31 1,005,966 $32,141,000 33,353
   EP WEALTH ADVISORS, INC. 65 - 2024-03-31 991,531 $31,679,000 8,090
   Cypress Point Wealth Management LLC 2 - 2024-03-31 962,143 $30,740,000 319,216
   Equitable Holdings Inc. 64 - 2024-03-31 959,695 $30,662,000 16,214
   Financial Symmetry Inc 1 - 2024-03-31 953,095 $30,451,000 25,355
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us