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Get Institutions for : 
Dimensional U S Targeted Value Etf (DFAT)  
$52.12 0.52 (0.99%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 560    34
Total shares held : 
 132,011,842  
% of shares held : 
 14.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 -5,162,954  
% of shares held change : 
   -0.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $52.09  
Last Quarter's Ending Price : 
 $54.43  
Last Quarter's Average Price : 
 $51.48  
Change from last quarter's     
avg. price to the last closing  : 
0.64 (1.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
52
 891,163
 0.68%
 
Increased Positions :
198
 4,776,375
 3.62%
 
Unchanged Positions :
141
 6,492,779
 4.92%
 
Decreased Positions :
169
-10,604,545
-8.03%
 
Closed Positions :
18
-225,947
-0.17%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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 29 - 2024-03-31 13,695,016 $745,420,000 56,276
   Buckingham Strategic Partners 4 - 2024-03-31 3,735,668 $203,332,000 1,042,506
   CI Private Wealth LLC 86 - 2024-03-31 2,768,344 $150,681,000 19,622
   ENVESTNET ASSET MANAGEMENT INC 326 - 2024-03-31 2,716,941 $147,883,000 6,938
   JACKSON THORNTON ASSET MANAGEMENT LLC 2 - 2024-03-31 2,562,184 $139,460,000 40,389
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 63 - 2024-03-31 2,295,880 $124,965,000 66,111
   PURE FINANCIAL ADVISORS, INC. 7 - 2024-03-31 2,062,366 $112,255,000 287,480
   HIGHTOWER ADVISORS, LLC 126 - 2024-03-31 2,032,513 $110,631,000 1,471,645
   Asset Dedication LLC 2 - 2024-03-31 1,979,614 $107,761,000 109,308
   Willow Creek Wealth Management Inc. 1 - 2023-12-31 1,746,773 $91,409,000 33,060
   Apella Capital LLC 6 - 2024-03-31 1,452,640 $77,803,000 37,139
   EP WEALTH ADVISORS, INC. 29 - 2024-03-31 1,317,564 $71,715,000 54,662
   GREAT OAK CAPITAL PARTNERS LLC 1 - 2024-03-31 1,046,514 $56,962,000 112,703
   SAX WEALTH ADVISORS LLC 4 - 2024-03-31 894,850 $48,707,000 188,206
   BANK OF AMERICA CORP /DE/ 1302 - 2024-03-31 879,811 $47,888,000 1,407
   MERRIMAN WEALTH MANAGEMENT, LLC 9 - 2024-03-31 876,756 $47,722,000 13,625
   EMPIRICAL FINANCIAL SERVICES, LLC 19 - 2024-03-31 856,066 $46,596,000 7,412
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 304 - 2024-03-31 742,460 $40,412,000 46,958
   Sequoia Financial Advisors LLC 45 - 2024-03-31 718,356 $39,100,000 14,886
   LPL FINANCIAL CORP 652 - 2024-03-31 690,859 $37,603,000 31,653
   MONOGRAPH WEALTH ADVISORS LLC 3 - 2024-03-31 659,423 $35,892,000 40,334
   Joel Isaacson & Co. LLC 11 - 2024-03-31 628,078 $34,186,000 28,000
   Efficient Frontier Advisors LLC 2 - 2024-03-31 572,227 $31,146,000 14,360
   MARINER WEALTH ADVISORS, LLC 253 - 2024-03-31 555,439 $30,233,000 81,652
   HPM Partners LLC 236 - 2024-03-31 516,821 $28,131,000 9,175
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 181 - 2024-03-31 514,449 $28,001,000 6,206
   EnRich Financial Partners LLC 2 - 2024-03-31 506,304 $27,558,000 18,517
   Great Waters Wealth Management 9 - 2024-03-31 470,906 $25,631,000 34,856
   Watchman Group Inc. 4 - 2024-03-31 454,055 $24,714,000 942
   Planning Center Inc. 7 - 2024-03-31 439,251 $23,908,000 10,561
   Pathstone Holdings LLC 125 - 2024-03-31 434,840 $23,669,000 2,174
   Cetera Investment Advisers 338 - 2024-03-31 428,015 $23,297,000 146,579
   Conrad Siegel Investment Advisors Inc. 6 - 2024-03-31 425,165 $23,142,000 410,588
   WPWealth LLP 6 - 2024-03-31 409,868 $22,309,000 21,185
   COMMONWEALTH EQUITY SERVICES LLC. 477 - 2024-03-31 383,176 $20,856,000 18,386
   PHILLIPS FINANCIAL MANAGEMENT LLC 18 - 2024-03-31 379,533 $20,658,000 22,013
   UBS Group AG 1178 - 2024-03-31 377,346 $20,539,000 31,249
   Allen Capital Group LLC 7 - 2024-03-31 373,499 $20,330,000 110,628
   First Command Advisory Services Inc. 21 - 2024-03-31 348,533 $18,971,000 50,106
   DOPKINS WEALTH MANAGEMENT LLC 2 - 2024-03-31 345,307 $18,795,000 20,332
   Disciplined Equity Management Inc. 3 - 2024-03-31 345,107 $18,784,000 12,783
   CARDIFF PARK ADVISORS LLC 11 - 2024-03-31 341,275 $18,576,000 6,443
   PATHSTONE FAMILY OFFICE, LLC 109 - 2023-09-30 381,555 $17,433,000 16,915
   MML INVESTORS SERVICES LLC 273 - 2024-03-31 320,163 $17,426,000 44,145
   Relaxing Retirement Coach 6 - 2023-06-30 369,090 $17,122,000 40,361
   BURNS WEALTH MANAGEMENT, INC. 47 - 2024-03-31 311,818 $16,972,000 246,397
   FINANCIAL ENGINES ADVISORS L.L.C. 64 - 2024-03-31 309,829 $16,864,000 299,056
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 323 - 2024-03-31 301,559 $16,414,000 25,313
   New England Private Wealth Advisors LLC 11 - 2024-03-31 290,425 $15,771,000 2,740
   AE Wealth Management LLC 165 - 2024-03-31 273,884 $14,908,000 18,019
   Keyes Stange & Wooten Wealth Management LLC 2 - 2024-03-31 273,741 $14,900,000 3,034
   Compass Advisory Group LLC 5 - 2024-03-31 273,562 $14,890,000 6,313
   Steward Financial Group LLC 5 - 2023-09-30 314,652 $14,376,000 4,079
   BB&T CORP 507 - 2024-03-31 263,531 $14,344,000 29,230
   BlueSky Wealth Advisors LLC 2 - 2024-03-31 262,399 $14,282,000 5,463
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 3 - 2024-03-31 260,070 $14,156,000 302
   G2 CAPITAL MANAGEMENT LLC / OH 6 - 2024-03-31 259,706 $14,136,000 2,367
   Symmetry Partner LLC 25 - 2024-03-31 257,694 $14,026,000 41,687
   Landmark Financial Advisors LLC 8 - 2023-12-31 247,065 $12,929,000 9,396
   Equitable Holdings Inc. 125 - 2024-03-31 232,049 $12,630,000 16,153
   Summit Financial Strategies Inc. 14 - 2024-03-31 227,557 $12,386,000 34,688
   J P MORGAN CHASE & CO 1947 - 2024-03-31 224,952 $12,244,000 30,093
   Henrickson Nauta Wealth Advisors Inc. 6 - 2024-03-31 223,471 $11,659,000 12,441
   COOK WEALTH MANAGEMENT GROUP LLC 5 - 2024-03-31 216,795 $11,265,000 7,595
   SANDY SPRING BANK 47 - 2024-03-31 198,951 $10,829,000 27,777
   ShankerValleau Wealth Advisors Inc. 8 - 2024-03-31 190,541 $10,371,000 1,106
   Betterment LLC 83 - 2024-03-31 189,825 $10,332,000 59,124
   Kestra Advisory Services LLC 303 - 2024-03-31 188,290 $10,249,000 17,064
   Spire Wealth Management 98 - 2024-03-31 182,442 $9,930,000 4,422
   LEGACY FINANCIAL GROUP INC. 10 - 2024-03-31 169,653 $9,234,000 1,883
   Vawter Financial Ltd. 3 - 2024-03-31 169,541 $9,228,000 101
   OPPENHEIMER & CO INC 154 - 2024-03-31 164,903 $8,976,000 7,412
   Sterling Wealth Management Inc. 6 - 2024-03-31 161,790 $8,806,000 14,208
   Confluence Wealth Services Inc. 19 - 2024-03-31 160,594 $8,741,000 23,484
   JUNCTURE WEALTH STRATEGIES LLC 5 - 2024-03-31 157,961 $8,598,000 55,343
   Glassy Mountain Advisors Inc. 11 - 2024-03-31 155,027 $8,438,000 4,966
   Rise Advisors LLC 6 - 2024-03-31 154,380 $8,403,000 3,522
   BALYASNY ASSET MANAGEMENT LLC 708 - 2024-03-31 149,452 $8,135,000 100,940
   MCKINLEY CARTER WEALTH SERVICES, INC. 47 - 2024-03-31 140,749 $7,661,000 1,681
   NORTHWEST WEALTH MANAGEMENT LLC 12 - 2024-03-31 140,216 $7,632,000 556
   Better Money Decisions LLC 5 - 2024-03-31 138,953 $7,563,000 42,302
   FINANCIAL NETWORK 487 - 2024-03-31 131,272 $7,145,000 20,725
   Activest Wealth Management 7 - 2024-03-31 128,904 $7,016,000 6,635
   Avondale Wealth Management 8 - 2024-03-31 125,416 $6,826,000 110,866
   RFG Advisory Group LLC 76 - 2024-03-31 122,365 $6,660,000 59
   Goss Wealth Management LLC 315 - 2024-03-31 119,144 $6,485,000 11,683
   Mason Investment Advisory Services Inc. 8 - 2024-03-31 117,751 $6,409,000 17
   DAVIDSON D A & CO 250 - 2024-03-31 116,957 $6,366,000 979
   MCCORMACK ADVISORS INTERNATIONAL 212 - 2024-03-31 114,171 $6,214,000 31
   OMNI 360 Wealth Inc. 3 - 2024-03-31 108,324 $5,896,000 4,187
   Disciplined Investments LLC 8 - 2024-03-31 101,100 $5,503,000 3,895
   BBR PARTNERS, LLC 27 - 2024-03-31 94,424 $5,139,000 78,910
   Passive Capital Management LLC. 13 - 2023-03-31 115,469 $5,138,000 2,710
   Resources Investment Advisors Inc. 203 - 2024-03-31 89,058 $4,847,000 19,780
   TAGStone Capital Inc. 8 - 2024-03-31 87,945 $4,787,000 1,893
   PARK AVENUE SECURITIES LLC 211 - 2024-03-31 86,190 $4,691,000 19,083
   MORGAN STANLEY 3876 - 2024-03-31 85,108 $4,633,000 13,529
   Pioneer Wealth Management Group 12 - 2024-03-31 82,748 $4,504,000 25,142
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 29 - 2024-03-31 75,665 $4,118,000 24,572
   EVENSKY & KATZ INC 30 - 2024-03-31 74,455 $4,053,000 101
  100 Records found
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