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Get Institutions for : 
Dimensional Funds plc - World Equity Fund (DFAX)  
$26.28 0.08 (0.3%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 403    5
Total shares held : 
 195,790,455  
% of shares held : 
 21.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   35  
Amount of shares held : 
 -11,174,295  
% of shares held change : 
   -1.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.21  
Last Quarter's Ending Price : 
 $24.42  
Last Quarter's Average Price : 
 $22.87  
Change from last quarter's     
avg. price to the last closing  : 
3.41 (14.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 739,436
 0.38%
 
Increased Positions :
159
 8,829,879
 4.51%
 
Unchanged Positions :
90
 8,501,310
 4.34%
 
Decreased Positions :
129
-19,208,908
-9.81%
 
Closed Positions :
20
-1,534,702
-0.78%
 
Guru Positions :
0
 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
   ENVESTNET ASSET MANAGEMENT INC 189 - 2024-03-31 10,969,757 $279,071,000 301,988
   LPL FINANCIAL CORP 178 - 2024-03-31 7,416,173 $188,667,000 141,948
   Geometric Wealth Advisors 2 - 2024-03-31 6,444,509 $163,948,000 236,207
   COMMONWEALTH EQUITY SERVICES LLC. 77 - 2024-03-31 5,732,153 $145,826,000 211,845
   GLENMEDE TRUST CO NA 27 - 2024-03-31 5,212,247 $132,600,000 22,870
   MONOGRAPH WEALTH ADVISORS LLC 2 - 2024-03-31 5,165,363 $131,407,000 441,506
   RFG Advisory Group LLC 5 - 2024-03-31 4,515,992 $114,887,000 263,468
   UBS Group AG 447 - 2024-03-31 4,427,335 $112,631,000 170,312
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 72 - 2024-03-31 3,598,076 $91,535,000 134,637
   Great Waters Wealth Management 2 - 2024-03-31 3,023,687 $76,923,000 228,608
   Capstone Financial Advisors Inc. 7 - 2024-03-31 2,871,232 $73,044,000 56,795
   Buckingham Strategic Partners 10 - 2024-03-31 2,853,176 $72,585,000 1,044,956
   Planning Center Inc. 1 - 2024-03-31 2,832,063 $72,048,000 31,556
   Asset Dedication LLC 3 - 2024-03-31 2,625,551 $66,807,000 164,479
   DAVIDSON D A & CO 36 - 2024-03-31 2,499,282 $63,582,000 57,273
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4 - 2024-03-31 2,403,592 $61,147,000 140,483
   Core Wealth Management Inc. 2 - 2024-03-31 2,165,160 $55,082,000 111,709
   New Capital Management LP 2 - 2024-03-31 2,138,210 $54,396,000 38,275
   Morton Capital Management LLC/CA 2 - 2024-03-31 2,072,389 $52,722,000 87,306
   Greenspring Advisors LLC 2 - 2024-03-31 2,016,003 $51,287,000 56,911
   JACKSON THORNTON ASSET MANAGEMENT LLC 5 - 2024-03-31 1,778,344 $45,241,000 27,403
   BAKER BOYER NATIONAL BANK 3 - 2024-03-31 1,682,055 $42,775,000 73,836
   Trellis Wealth Advisors LLC 1 - 2024-03-31 1,425,526 $36,265,000 22,615
   Glassman Wealth Services 5 - 2024-03-31 1,423,560 $36,215,000 85,146
   First Ascent Asset Management LLC 9 - 2023-12-31 1,457,609 $35,595,000 34,892
   ShankerValleau Wealth Advisors Inc. 2 - 2024-03-31 1,383,664 $35,200,000 9,377
   Creative Capital Management Investments LLC 2 - 2024-03-31 1,380,832 $35,128,000 138,793
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 349 - 2024-03-31 1,305,988 $33,224,000 97,850
   Financial Symmetry Inc 2 - 2024-03-31 1,174,758 $29,886,000 109,000
   BlueSky Wealth Advisors LLC 1 - 2024-03-31 1,164,698 $29,630,000 46,720
   VANCE WEALTH INC. 2 - 2024-03-31 1,094,202 $27,837,000 18,598
   Private Advisor Group LLC 105 - 2024-03-31 1,009,103 $25,672,000 22,053
   Confluence Wealth Services Inc. 13 - 2024-03-31 1,003,639 $25,533,000 175,494
   Onyx Financial Advisors LLC 2 - 2024-03-31 985,957 $25,083,000 86,890
   BetterWealth LLC 4 - 2024-03-31 941,739 $23,958,000 14,010
   FINANCIAL ENGINES ADVISORS L.L.C. 58 - 2024-03-31 792,209 $20,154,000 263,971
   Shearwater Capital LLC 2 - 2024-03-31 770,195 $19,594,000 34,436
   TCI Wealth Advisors Inc. 12 - 2024-03-31 756,908 $19,256,000 58,710
   Kestra Advisory Services LLC 174 - 2024-03-31 680,182 $17,304,000 58,470
   Sowell Financial Services LLC 19 - 2024-03-31 658,287 $16,747,000 464,670
   GRAND WEALTH MANAGEMENT LLC 3 - 2024-03-31 633,801 $16,124,000 45,020
   Glassy Mountain Advisors Inc. 1 - 2024-03-31 632,113 $16,081,000 25,875
   OHE FINANCIAL INC 15 - 2024-03-31 582,447 $14,817,000 57,271
   CHERRYDALE WEALTH MANAGEMENT LLC 5 - 2024-03-31 580,482 $14,767,000 33,103
   Conrad Siegel Investment Advisors Inc. 8 - 2024-03-31 563,859 $14,345,000 90,680
   BKD WEALTH ADVISORS LLC 45 - 2024-03-31 536,907 $13,659,000 57,855
   SOUNDMARK WEALTH MANAGEMENT LLC 5 - 2024-03-31 505,211 $12,853,000 14,082
   Ruedi Wealth Management Inc. 6 - 2024-03-31 462,961 $11,778,000 3,569
   North Ridge Wealth Advisors Inc. 2 - 2024-03-31 447,324 $11,380,000 7,437
   BRIGHTON JONES LLC 39 - 2024-03-31 436,649 $11,108,000 24,939
   LEGACY FINANCIAL GROUP INC. 7 - 2024-03-31 432,697 $11,008,000 52,291
   J P MORGAN CHASE & CO 2013 - 2024-03-31 417,726 $10,627,000 34,909
   Financial Connections Group Inc. - 2024-03-31 377,515 $9,604,000 27,073
   Silver Oak Advisory Group Inc. 6 - 2024-03-31 372,117 $9,467,000 5,897
   ERn Financial LLC 17 - 2024-03-31 368,117 $9,365,000 8,416
   TRUEPOINT, INC. 27 - 2024-03-31 356,751 $9,076,000 2,012
   Equitable Holdings Inc. 163 - 2024-03-31 343,742 $8,745,000 16,719
   SJS Investment Consulting Inc. 7 - 2024-03-31 341,759 $8,694,000 111
   PURE FINANCIAL ADVISORS, INC. 55 - 2024-03-31 324,054 $8,244,000 3,292
   BB&T CORP 701 - 2024-03-31 317,577 $8,079,000 10,009
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 544 - 2024-03-31 307,701 $7,828,000 24,928
   N.E.W. Advisory Services LLC 25 - 2024-03-31 298,754 $7,600,000 38,586
   Willow Creek Wealth Management Inc. 26 - 2023-12-31 306,287 $7,480,000 27,845
   Hurlow Wealth Management Group Inc. 11 - 2024-03-31 286,894 $7,299,000 8,387
   PBMares Wealth Management LLC 15 - 2024-03-31 286,634 $7,292,000 3,873
   BRIGGS ADVISORY GROUP INC. 7 - 2023-09-30 306,513 $6,903,000 12,938
   Live Oak Private Wealth LLC 33 - 2024-03-31 268,158 $6,822,000 174,010
   PARK AVENUE SECURITIES LLC 161 - 2024-03-31 261,930 $6,664,000 25,052
   MAGNOLIA CAPITAL ADVISORS LLC 2 - 2024-03-31 270,338 $6,653,000 11,921
   McCarthy Grittinger Financial Group LLC 11 - 2024-03-31 255,416 $6,498,000 4,208
   DOPKINS WEALTH MANAGEMENT LLC 6 - 2024-03-31 236,871 $6,026,000 42,671
   MML INVESTORS SERVICES LLC 565 - 2024-03-31 235,434 $5,989,000 140,021
   Baldrige Asset Management LLC 11 - 2023-03-31 250,076 $5,767,000 1,227
   Betterment LLC 104 - 2024-03-31 210,752 $5,362,000 1,019
   Tranquilli Financial Advisor LLC 3 - 2024-03-31 208,124 $5,295,000 16,404
   ADVISOR PARTNERS II LLC 83 - 2023-09-30 230,605 $5,193,000 6,258
   SC&H Financial Advisors Inc. 16 - 2024-03-31 197,945 $5,036,000 3,346
   Treynor Bancshares Inc. 12 - 2024-03-31 182,493 $4,643,000 28,094
   Heritage Wealth Management Inc./Texas 9 - 2024-03-31 164,757 $4,191,000 3,085
   Beacon Pointe Advisors LLC 344 - 2024-03-31 158,184 $4,024,000 17,810
   GOULD ASSET MANAGEMENT LLC /CA/ 18 - 2024-03-31 157,486 $4,006,000 14,502
   Garrett Investment Advisors LLC 42 - 2024-03-31 153,634 $3,908,000 1,027
   CAPITAL PERFORMANCE ADVISORS LLP 15 - 2024-03-31 140,831 $3,583,000 2
   BURNS WEALTH MANAGEMENT, INC. 160 - 2024-03-31 138,384 $3,520,000 29,617
   Concord Wealth Partners 42 - 2024-03-31 134,999 $3,434,000 4,546
   GEM Asset Management LLC 11 - 2024-03-31 136,520 $3,361,000 3,387
   Canopy Partners LLC 14 - 2024-03-31 125,115 $3,183,000 111,853
   Lantern Wealth Advisors LLC 12 - 2024-03-31 121,185 $3,083,000 5,770
   MORGAN STANLEY 4197 - 2024-03-31 120,225 $3,059,000 2,338
   Herold Advisors Inc. 36 - 2024-03-31 120,095 $3,055,000 4,680
   Visionary Wealth Advisors 123 - 2024-03-31 118,967 $3,027,000 927
   STIFEL FINANCIAL CORP 1473 - 2024-03-31 113,455 $2,886,000 519
   Gradient Capital Advisors LLC 29 - 2024-03-31 107,004 $2,722,000 12,054
   WealthSpring Partners LLC 11 - 2023-09-30 118,364 $2,666,000 162
   WPWealth LLP 17 - 2024-03-31 104,560 $2,660,000 19,802
   USAdvisors Wealth Management LLC 35 - 2024-03-31 102,980 $2,620,000 16,134
   MERRIMAN WEALTH MANAGEMENT, LLC 65 - 2024-03-31 96,924 $2,466,000 2,441
   LifePro Asset Management 23 - 2024-03-31 94,496 $2,404,000 919
   Global Retirement Partners LLC 227 - 2024-03-31 89,063 $2,266,000 1,750
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 135 - 2024-03-31 87,277 $2,220,000 70,712
  100 Records found
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