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Get Institutions for : 
Dimensional U S Small Cap Etf (DFAS)  
$61.42 0.68 (1.12%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 535    26
Total shares held : 
 88,695,397  
% of shares held : 
 98.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   151  
Amount of shares held : 
 8,158,957  
% of shares held change : 
   9.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $51.83  
Last Quarter's Ending Price : 
 $59.62  
Last Quarter's Average Price : 
 $53.59  
Change from last quarter's     
avg. price to the last closing  : 
7.83 (14.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
47
 2,182,518
 2.46%
 
Increased Positions :
255
 8,947,335
 10.09%
 
Unchanged Positions :
103
 3,682,948
 4.15%
 
Decreased Positions :
130
-2,788,396
-3.14%
 
Closed Positions :
21
-182,500
-0.21%
 
Guru Positions :
1
7,463
 0.01%
 
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
   CREATIVE PLANNING 30 - 2024-03-31 10,725,965 $668,657,000 25,166
   NORTHERN TRUST CORP 270 - 2024-03-31 6,147,418 $383,230,000 133,725
   BANK OF AMERICA CORP /DE/ 520 - 2024-03-31 4,246,840 $264,748,000 256,113
   BUCKINGHAM ASSET MANAGEMENT, LLC 11 - 2024-03-31 2,726,444 $169,967,000 111,901
   Alaska Permanent Fund Corp 13 - 2024-03-31 2,703,619 $168,544,000 331,784
   ENVESTNET ASSET MANAGEMENT INC 323 - 2024-03-31 2,384,497 $148,650,000 59,288
   TCI Wealth Advisors Inc. 1 - 2024-03-31 2,157,950 $134,527,000 53,063
   FINANCIAL COUNSELORS INC 7 - 2024-03-31 1,492,598 $93,049,000 40,645
   PURE FINANCIAL ADVISORS, INC. 12 - 2024-03-31 1,167,181 $72,762,000 139,923
   HIGHTOWER ADVISORS, LLC 195 - 2024-03-31 1,110,295 $69,218,000 899,063
   Beaird Harris Wealth Management LLC 3 - 2024-03-31 1,010,248 $62,979,000 26,129
   SAGEWORTH TRUST CO 8 - 2024-03-31 983,906 $61,337,000 16,026
   MASSMUTUAL TRUST CO FSB/ADV 10 - 2024-03-31 964,667 $60,137,000 14,921
   Evanson Asset Management LLC 6 - 2024-03-31 915,697 $57,085,000 23,520
   First Command Advisory Services Inc. 13 - 2024-03-31 904,011 $56,356,000 59,692
   Moisand Fitzgerald Tamayo LLC 2 - 2024-03-31 840,043 $52,368,000 21,452
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 190 - 2024-03-31 758,723 $47,298,000 18,785
   DiNuzzo Private Wealth Inc. 5 - 2024-03-31 723,780 $45,120,000 430
   Vista Wealth Management Group LLC 9 - 2024-03-31 690,303 $43,034,000 32,739
   Stordahl Capital Management Inc. 3 - 2024-03-31 666,496 $41,549,000 19,883
   Confluence Wealth Services Inc. 6 - 2024-03-31 640,733 $39,943,000 87,535
   BANK OF MONTREAL /CAN/ 478 - 2024-03-31 634,819 $39,594,000 67,146
   Buckingham Strategic Partners 17 - 2024-03-31 601,426 $37,493,000 285,221
   BROWN ADVISORY HOLDINGS INC 261 - 2024-03-31 584,555 $36,441,000 103,727
   Great Waters Wealth Management 8 - 2024-03-31 579,926 $36,153,000 50,170
   LPL FINANCIAL CORP 671 - 2024-03-31 572,872 $35,713,000 67,815
   UBS Group AG 914 - 2024-03-31 567,666 $35,388,000 89,803
   ROYAL BANK OF CANADA 880 - 2024-03-31 538,126 $33,546,000 212,226
   Austin Asset Management Co Inc 4 - 2024-03-31 486,126 $30,305,000 9,532
   SAX WEALTH ADVISORS LLC 9 - 2024-03-31 474,708 $29,593,000 180,017
   Relaxing Retirement Coach 3 - 2023-06-30 534,148 $29,271,000 23,348
   Sequoia Financial Advisors LLC 65 - 2024-03-31 466,698 $29,094,000 4,844
   BB&T CORP 343 - 2024-03-31 451,237 $28,130,000 112,228
   Chicago Partners Investment Group LLC 16 - 2024-03-31 462,778 $27,494,000 53,862
   Bouchey Financial Group Ltd 12 - 2024-03-31 434,646 $27,096,000 17,073
   KWMG LLC 6 - 2024-03-31 419,825 $26,172,000 9,519
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 294 - 2024-03-31 367,269 $22,896,000 68,036
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8 - 2024-03-31 340,000 $21,196,000 10,444
   Pathstone Holdings LLC 147 - 2024-03-31 326,833 $20,375,000 20,314
   Tanager Wealth Management LLP 5 - 2024-03-31 324,291 $20,216,000 22,049
   Heritage Wealth Management Inc./Texas 3 - 2024-03-31 309,243 $19,278,000 8,716
   EMPIRICAL FINANCIAL SERVICES, LLC 30 - 2024-03-31 300,224 $18,716,000 268
   Disciplined Equity Management Inc. 4 - 2024-03-31 292,761 $18,251,000 6,373
   BUILDER INVESTMENT GROUP INC /ADV 3 - 2024-03-31 288,084 $17,959,000 6,342
   Goss Wealth Management LLC 136 - 2024-03-31 285,237 $17,782,000 123,409
   MARINER WEALTH ADVISORS, LLC 352 - 2024-03-31 278,530 $17,364,000 53,555
   SRS Capital Advisors Inc. 21 - 2024-03-31 274,799 $17,131,000 1,216
   HPM Partners LLC 332 - 2024-03-31 270,551 $16,866,000 79,893
   New Hampshire Trust 4 - 2024-03-31 270,533 $16,865,000 6,887
   CAPTRUST FINANCIAL ADVISORS 247 - 2024-03-31 265,696 $16,563,000 186,830
   Tilson Financial Group Inc. 2 - 2024-03-31 257,433 $16,048,000 34,897
   HM PAYSON & CO 62 - 2023-12-31 258,785 $15,429,000 257,243
   Hurlow Wealth Management Group Inc. 5 - 2024-03-31 237,747 $14,821,000 8,027
   Lutz Financial Services LLC 23 - 2024-03-31 228,718 $14,258,000 507
   DecisionPoint Financial LLC 6 - 2024-03-31 236,919 $14,052,000 25,950
   Forum Private Client Group LLC 4 - 2024-03-31 220,431 $13,742,000 22,133
   PATHSTONE FAMILY OFFICE, LLC 130 - 2023-09-30 369,982 $13,704,000 349,737
   MISSION WEALTH MANAGEMENT LLC 40 - 2024-03-31 209,052 $13,032,000 13,916
   Advisory Services & Investments LLC 3 - 2024-03-31 199,397 $12,430,000 3,937
   Financial Synergies Wealth Advisors Inc. 15 - 2024-03-31 194,432 $12,121,000 185,337
   CWM LLC 260 - 2024-03-31 192,196 $11,981,000 21,186
   One Capital Management LLC 57 - 2024-03-31 188,525 $11,756,000 126,749
   Armor Investment Advisors LLC 1 - 2024-03-31 185,901 $11,589,000 18,132
   Advisor Group Holdings Inc. 619 - 2024-03-31 185,298 $11,552,000 11,936
   Cetera Investment Advisers 614 - 2024-03-31 184,885 $11,526,000 101,253
   AIRE ADVISORS LLC 10 - 2024-03-31 179,444 $11,196,000 278
   West Financial Advisors LLC 9 - 2024-03-31 178,924 $11,154,000 948
   G2 CAPITAL MANAGEMENT LLC / OH 7 - 2024-03-31 174,358 $10,869,000 1,833
   Dynamic Advisors Solutions LLC 68 - 2024-03-31 170,144 $10,607,000 9,050
   J P MORGAN CHASE & CO 2025 - 2024-03-31 167,572 $10,446,000 32,095
   PHILLIPS FINANCIAL MANAGEMENT LLC 31 - 2024-03-31 162,140 $10,108,000 30,223
   CARDIFF PARK ADVISORS LLC 18 - 2024-03-31 159,204 $9,925,000 3,881
   MORGAN STANLEY 3320 - 2024-03-31 156,802 $9,775,000 26,958
   Midwest Heritage Bank FSB 6 - 2024-03-31 156,443 $9,753,000 18,400
   Spinnaker Investment Group LLC 10 - 2024-03-31 152,343 $9,497,000 8,808
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 476 - 2024-03-31 152,326 $9,496,000 29,782
   Granite Harbor Advisors Inc. 4 - 2024-03-31 150,161 $9,361,000 3,852
   Mendota Financial Group LLC 7 - 2024-03-31 136,938 $8,537,000 106,004
   PBMares Wealth Management LLC 13 - 2024-03-31 133,524 $8,324,000 3,993
   Spire Wealth Management 105 - 2024-03-31 132,515 $8,261,000 1,788
   Regal Wealth Group Inc. 6 - 2023-12-31 142,852 $8,227,000 4,879
   Traverso Chambers Private Wealth Management LLC 15 - 2023-12-31 136,000 $8,108,000 5,671
   HANSON MCCLAIN, INC. 137 - 2024-03-31 126,606 $7,893,000 4,411
   CONTINUUM WEALTH ADVISORS LLC 7 - 2024-03-31 122,500 $7,637,000 18,771
   Sterling Wealth Management Inc. 9 - 2024-03-31 120,668 $7,522,000 5,696
   Cedar Point Capital Partners LLC 6 - 2024-03-31 120,014 $7,482,000 2,408
   Wescott Financial Advisory Group LLC 21 - 2024-03-31 116,998 $7,294,000 13,275
   FLC Capital Advisors 15 - 2024-03-31 115,554 $7,204,000 2,249
   LAM GROUP INC. 3 - 2024-03-31 110,382 $6,881,000 2,011
   CarsonAllaria Wealth Management Ltd. 6 - 2024-03-31 110,126 $6,865,000 77
   Pinnacle Financial Group LLC / IL 11 - 2024-03-31 108,668 $6,774,000 9,916
   ACORN CREEK CAPITAL LLC 8 - 2024-03-31 108,595 $6,770,000 4,953
   Ruedi Wealth Management Inc. 11 - 2024-03-31 103,678 $6,463,000 1,611
   CRITERION CAPITAL ADVISORS LLC 4 - 2024-03-31 103,457 $6,450,000 6,153
   Trinity Financial Advisors LLC 12 - 2024-03-31 98,191 $6,121,000 15,000
   Zhang Financial LLC 35 - 2024-03-31 98,190 $6,121,000 941
   Hardy Reed LLC 21 - 2024-03-31 94,954 $5,919,000 2,617
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 6 - 2024-03-31 89,427 $5,575,000 1,444
   GEM Asset Management LLC 5 - 2024-03-31 93,986 $5,397,000 7,255
   Envision Financial Planning LLC 5 - 2024-03-31 85,970 $5,359,000 5,939
  100 Records found
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