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Get Institutions for : 
Dimensional International Value Etf (DFIV)  
$37.57 0.39 (1.05%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 449    23
Total shares held : 
 146,487,619  
% of shares held : 
 16.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   96  
Amount of shares held : 
 3,965,114  
% of shares held change : 
   0.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $32.06  
Last Quarter's Ending Price : 
 $34.36  
Last Quarter's Average Price : 
 $32.63  
Change from last quarter's     
avg. price to the last closing  : 
4.94 (15.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 1,810,596
 1.24%
 
Increased Positions :
202
 15,632,272
 10.67%
 
Unchanged Positions :
73
 5,382,009
 3.67%
 
Decreased Positions :
129
-12,267,430
-8.37%
 
Closed Positions :
22
-1,210,324
-0.83%
 
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
   MERCER GLOBAL ADVISORS INC /ADV 15 - 2024-03-31 14,831,851 $545,071,000 4,386,250
   ENVESTNET ASSET MANAGEMENT INC 109 - 2024-03-31 12,825,217 $471,327,000 2,901,557
   BUCKINGHAM ASSET MANAGEMENT, LLC 6 - 2024-03-31 11,285,243 $414,733,000 259,293
   NORTHERN TRUST CORP 387 - 2024-03-31 6,523,366 $239,734,000 30,034
   SAVANT CAPITAL MANAGEMENT INC 6 - 2024-03-31 6,302,484 $231,616,000 249,861
   PNC FINANCIAL SERVICES GROUP INC 112 - 2024-03-31 5,440,664 $199,944,000 693,210
   Buckingham Strategic Partners 5 - 2024-03-31 4,079,196 $149,910,000 1,895,799
   HIGHTOWER ADVISORS, LLC 140 - 2024-03-31 2,781,729 $102,237,000 2,112,694
   CI Private Wealth LLC 152 - 2024-03-31 2,308,920 $84,853,000 106,976
   RESOURCE CONSULTING GROUP INC 3 - 2023-12-31 2,314,169 $79,515,000 51,041
   HPM Partners LLC 119 - 2024-03-31 1,956,662 $71,908,000 32,302
   Team Hewins LLC 2 - 2024-03-31 1,806,230 $66,379,000 47,989
   EMPIRICAL FINANCIAL SERVICES, LLC 13 - 2024-03-31 1,788,041 $65,711,000 50,987
   RSM US WEALTH MANAGEMENT LLC 11 - 2024-03-31 1,664,757 $61,177,000 26,808
   EP WEALTH ADVISORS, INC. 37 - 2024-03-31 1,568,171 $57,630,000 71,954
   JACKSON THORNTON ASSET MANAGEMENT LLC 4 - 2024-03-31 1,485,194 $54,581,000 9,099
   LPL FINANCIAL CORP 582 - 2024-03-31 1,216,269 $44,698,000 64,455
   TCI Wealth Advisors Inc. 6 - 2024-03-31 1,206,165 $44,327,000 30,211
   Evanson Asset Management LLC 10 - 2024-03-31 1,158,697 $42,582,000 35,615
   Beaird Harris Wealth Management LLC 7 - 2024-03-31 1,153,842 $42,404,000 51,257
   Apella Capital LLC 11 - 2024-03-31 1,111,306 $41,363,000 59,325
   Falcon Wealth Planning 2 - 2024-03-31 1,104,197 $40,579,000 696,360
   UBS Group AG 844 - 2024-03-31 1,099,932 $40,423,000 82,852
   Confluence Wealth Services Inc. 7 - 2024-03-31 1,078,804 $39,646,000 116,408
   Relative Value Partners Group LLC 15 - 2024-03-31 1,016,710 $34,466,000 18,531
   Planning Center Inc. 5 - 2024-03-31 870,400 $31,987,000 2,056
   BKD WEALTH ADVISORS LLC 25 - 2024-03-31 850,759 $31,265,000 3,511
   STRATEGIC INVESTMENT ADVISORS, INC 13 - 2024-03-31 807,726 $29,684,000 31,027
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 10 - 2024-03-31 772,243 $28,380,000 28,392
   Schoolcraft Capital LLC 8 - 2024-03-31 720,324 $26,472,000 8,529
   KEB ASSET MANAGEMENT LLC 5 - 2024-03-31 698,455 $25,668,000 14,589
   Beacon Pointe Advisors LLC 79 - 2024-03-31 696,730 $25,605,000 31,463
   Total Wealth Planning LLC 6 - 2024-03-31 650,579 $23,909,000 30,896
   MERRIMAN WEALTH MANAGEMENT, LLC 16 - 2024-03-31 650,252 $23,897,000 17,674
   ROYAL BANK OF CANADA 1052 - 2024-03-31 641,445 $23,574,000 4,827
   McGlone Suttner Wealth Management Inc. 7 - 2024-03-31 639,121 $23,488,000 80,817
   Wealth Architects LLC 10 - 2024-03-31 636,039 $23,374,000 39,935
   Trinity Financial Advisors LLC 2 - 2024-03-31 590,198 $21,690,000 22,833
   Cetera Investment Advisers 365 - 2024-03-31 586,933 $21,570,000 457,200
   Efficient Frontier Advisors LLC 4 - 2024-03-31 566,499 $20,819,000 18,862
   Sequoia Financial Advisors LLC 86 - 2024-03-31 563,974 $20,726,000 4,418
   BURNS WEALTH MANAGEMENT, INC. 34 - 2024-03-31 545,680 $20,054,000 57,974
   Lakeshore Financial Planning Inc. 3 - 2024-03-31 458,828 $16,862,000 2,441
   N.E.W. Advisory Services LLC 12 - 2024-03-31 455,035 $16,723,000 12,607
   PBMares Wealth Management LLC 4 - 2024-03-31 440,433 $16,186,000 7,535
   Wescott Financial Advisory Group LLC 13 - 2024-03-31 430,603 $15,825,000 9,246
   FINANCIAL NETWORK 272 - 2024-03-31 426,084 $15,659,000 58,176
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 18 - 2024-03-31 400,646 $14,724,000 17,182
   DOPKINS WEALTH MANAGEMENT LLC 4 - 2024-03-31 383,305 $14,086,000 34,471
   Integrated Wealth Concepts LLC 121 - 2024-03-31 379,271 $13,938,000 7,010
   Disciplined Equity Management Inc. 5 - 2024-03-31 370,416 $13,613,000 3,372
   WELLS FARGO & CO/MN 1342 - 2024-03-31 369,868 $13,593,000 35,595
   Peirce Capital Management LLC 5 - 2024-03-31 365,190 $13,421,000 9,789
   FMFE Wealth Management LLC 4 - 2024-03-31 364,176 $13,383,000 1,054
   Rockefeller Capital Management L.P. 440 - 2024-03-31 342,507 $12,587,000 33,168
   CLARIS ADVISORS LLC / MO / 6 - 2024-03-31 335,427 $12,327,000 2,269
   Kestra Advisory Services LLC 263 - 2024-03-31 325,555 $11,964,000 68,265
   Fortress Wealth Management Inc. 4 - 2024-03-31 320,665 $11,784,000 13,116
   EnRich Financial Partners LLC 9 - 2024-03-31 308,207 $11,327,000 1,012
   OLD MISSION CAPITAL LLC 57 - 2024-03-31 304,513 $11,191,000 182,433
   Apeiron RIA LLC 6 - 2024-03-31 296,129 $10,883,000 5,015
   Equitable Holdings Inc. 144 - 2024-03-31 289,610 $10,643,000 14,870
   SAX WEALTH ADVISORS LLC 18 - 2024-03-31 283,739 $10,427,000 77,448
   Meritas Wealth Management LLC 5 - 2024-03-31 269,603 $9,908,000 24,646
   Ruedi Wealth Management Inc. 8 - 2024-03-31 268,464 $9,866,000 10,810
   COWA LLC 2 - 2024-03-31 261,216 $9,600,000 23,183
   Quent Capital LLC 21 - 2024-03-31 257,819 $9,475,000 54,172
   RAYMOND JAMES & ASSOCIATES 1201 - 2024-03-31 254,318 $9,346,000 19,063
   Root Financial Partners LLC 9 - 2024-03-31 253,380 $9,312,000 46,483
   Financial Connections Group Inc. - 2024-03-31 246,143 $9,046,000 19,194
   Tobias Financial Advisors Inc. 13 - 2024-03-31 244,745 $8,994,000 25,358
   Sterling Financial Planning Inc. 7 - 2024-03-31 240,400 $8,835,000 13,555
   Tillman Hartley LLC 9 - 2024-03-31 238,368 $8,760,000 1,786
   STIFEL FINANCIAL CORP 868 - 2024-03-31 236,845 $8,704,000 6,438
   ShankerValleau Wealth Advisors Inc. 9 - 2024-03-31 236,851 $8,704,000 1,943
   BALYASNY ASSET MANAGEMENT LLC 705 - 2024-03-31 222,836 $8,189,000 149,727
   Pallas Capital Advisors LLC 54 - 2024-03-31 213,413 $7,843,000 15,433
   VeraBank N.A. 13 - 2024-03-31 210,598 $7,739,000 6,553
   THRIVENT FINANCIAL FOR LUTHERANS 689 - 2024-03-31 208,401 $7,659,000 4,391
   Disciplined Investments LLC 2 - 2024-03-31 207,532 $7,627,000 14,317
   ELEVATE WEALTH ADVISORY INC 4 - 2024-03-31 207,371 $7,621,000 30,902
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 5 - 2024-03-31 203,772 $7,489,000 1,055
   Cedar Point Capital Partners LLC 8 - 2024-03-31 198,691 $7,302,000 5,145
   Austin Asset Management Co Inc 13 - 2024-03-31 197,767 $7,268,000 1,290
   PERRITT CAPITAL MANAGEMENT INC 6 - 2024-03-31 186,404 $6,850,000 2,326
   BB&T CORP 763 - 2024-03-31 184,943 $6,797,000 827
   Sanford Advisory Services LLC 17 - 2022-12-31 207,798 $6,317,000 42,710
   Werba Rubin Papier Wealth Management 9 - 2024-03-31 161,600 $5,939,000 20,141
   NORTHWEST WEALTH MANAGEMENT LLC 18 - 2024-03-31 159,524 $5,863,000 1,930
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 665 - 2024-03-31 159,018 $5,844,000 35,231
   Oceanside Advisors LLC 8 - 2024-03-31 153,979 $5,659,000 4,424
   Fonville Wealth Management LLC 12 - 2024-03-31 152,793 $5,615,000 20,774
   M Financial Asset Management Inc. 3 - 2024-03-31 151,653 $5,573,000 150
   PHILLIPS FINANCIAL MANAGEMENT LLC 50 - 2024-03-31 148,790 $5,468,000 577
   Aveo Capital Partners LLC 50 - 2024-03-31 147,639 $5,430,000 6,728
   MRAZ, AMERINE & ASSOCIATES, INC. 17 - 2024-03-31 145,320 $5,341,000 28,226
   Advisory Alpha LLC 62 - 2024-03-31 142,662 $5,243,000 10,904
   AE Wealth Management LLC 287 - 2024-03-31 141,284 $5,192,000 5,035
   HANSON MCCLAIN, INC. 193 - 2024-03-31 140,575 $5,166,000 8,281
   G2 CAPITAL MANAGEMENT LLC / OH 10 - 2024-03-31 138,178 $5,078,000 3,236
  100 Records found
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