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Get Institutions for : 
Dimensional U S Equity Etf (DFUS)  
$57.95 0.00 (0.00%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 514    24
Total shares held : 
 100,822,803  
% of shares held : 
 11.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 3,430,003  
% of shares held change : 
   0.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $51.44  
Last Quarter's Ending Price : 
 $56.98  
Last Quarter's Average Price : 
 $54.14  
Change from last quarter's     
avg. price to the last closing  : 
3.81 (7.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 635,662
 0.63%
 
Increased Positions :
181
 7,263,648
 7.2%
 
Unchanged Positions :
157
 5,793,361
 5.75%
 
Decreased Positions :
142
-4,119,331
-4.09%
 
Closed Positions :
10
-349,976
-0.35%
 
Guru Positions :
1
3,841
 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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BUCKINGHAM ASSET MANAGEMENT, LLC 5 - 2024-03-31 7,655,694 $436,221,000 1,614,498
   MERCER GLOBAL ADVISORS INC /ADV 34 - 2024-03-31 3,792,806 $216,114,000 98,641
   SAX WEALTH ADVISORS LLC 1 - 2024-03-31 2,748,910 $156,633,000 1,960,422
   Great Waters Wealth Management 1 - 2024-03-31 1,792,795 $102,153,000 112,655
   Zhang Financial LLC 3 - 2024-03-31 1,640,761 $93,491,000 250,913
   G2 CAPITAL MANAGEMENT LLC / OH 1 - 2024-03-31 1,629,167 $92,830,000 10,637
   JFS WEALTH ADVISORS, LLC 3 - 2024-03-31 1,434,939 $81,763,000 17,997
   DiNuzzo Private Wealth Inc. 2 - 2024-03-31 1,307,486 $74,501,000 1,253
   Flagstone Financial Management 1 - 2024-03-31 1,265,302 $72,097,000 12,494
   Buckingham Strategic Partners 12 - 2024-03-31 1,166,359 $66,459,000 650,547
   COMMONWEALTH EQUITY SERVICES LLC. 171 - 2024-03-31 1,155,627 $65,848,000 114,005
   Relaxing Retirement Coach 1 - 2023-06-30 1,332,675 $64,182,000 46,557
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 212 - 2024-03-31 1,073,043 $61,142,000 918
   Root Financial Partners LLC 1 - 2024-03-31 1,045,093 $59,549,000 178,503
   Cetera Investment Advisers 140 - 2024-03-31 1,041,102 $59,322,000 270,609
   MARINER WEALTH ADVISORS, LLC 161 - 2024-03-31 1,019,016 $58,064,000 44,262
   Colony Family Offices LLC 1 - 2024-03-31 951,907 $54,240,000 11,199
   ROYAL BANK OF CANADA 711 - 2024-03-31 867,589 $49,437,000 82,417
   Heritage Wealth Management Inc./Texas 1 - 2024-03-31 825,865 $47,058,000 4,138
   BB&T CORP 243 - 2024-03-31 824,868 $47,001,000 13,928
   Chicago Partners Investment Group LLC 8 - 2024-03-31 818,894 $45,056,000 222,927
   Equius Partners Inc. 4 - 2022-12-31 1,075,424 $44,748,000 6,957
   J P MORGAN CHASE & CO 1308 - 2024-03-31 668,494 $38,091,000 56,549
   RS CRUM INC. 3 - 2024-03-31 654,081 $37,270,000 200,136
   PRIVATE CAPITAL MANAGEMENT LLC 2 - 2024-03-31 642,597 $36,615,000 64,352
   KM Capital Management Ltd. 1 - 2024-03-31 570,273 $32,494,000 66,229
   Kestra Advisory Services LLC 88 - 2024-03-31 562,586 $32,056,000 35,884
   BANK OF AMERICA CORP /DE/ 1584 - 2024-03-31 559,474 $31,879,000 25,661
   Willow Creek Wealth Management Inc. 7 - 2023-12-31 589,988 $30,579,000 153,993
   HIGHTOWER ADVISORS, LLC 387 - 2024-03-31 495,487 $28,237,000 83,732
   Disciplined Equity Management Inc. 2 - 2024-03-31 487,350 $27,769,000 3,662
   Equitable Holdings Inc. 72 - 2024-03-31 482,114 $27,471,000 55,729
   Hurlow Wealth Management Group Inc. 2 - 2024-03-31 463,382 $26,404,000 2,872
   Asset Dedication LLC 11 - 2024-03-31 451,762 $25,743,000 57,254
   Dynamic Advisors Solutions LLC 14 - 2024-03-31 433,416 $24,696,000 26,523
   TCP Asset Management LLC 4 - 2024-03-31 404,053 $23,023,000 76,566
   Pine Harbor Wealth Management LLC 1 - 2024-03-31 387,560 $22,083,000 115,000
   JACKSON THORNTON ASSET MANAGEMENT LLC 7 - 2024-03-31 368,500 $20,997,000 3,134
   Beacon Pointe Advisors LLC 110 - 2024-03-31 344,927 $19,654,000 5,732
   CARDIFF PARK ADVISORS LLC 9 - 2024-03-31 339,781 $19,361,000 1,563
   Sowell Financial Services LLC 16 - 2024-03-31 321,118 $18,297,000 7,704
   Crown Wealth Group LLC 2 - 2024-03-31 290,464 $16,551,000 11,305
   Quadcap Wealth Management LLC 2 - 2024-03-31 264,403 $15,066,000 91,887
   SC&H Financial Advisors Inc. 7 - 2024-03-31 254,644 $14,510,000 17,887
   Spire Wealth Management 80 - 2024-03-31 250,436 $14,270,000 2,545
   Meritas Wealth Management LLC 3 - 2024-03-31 232,645 $13,256,000 7,702
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 359 - 2024-03-31 229,524 $13,078,000 116,932
   FINANCIAL NETWORK 307 - 2024-03-31 227,473 $12,961,000 115,619
   Investmark Advisory Group LLC 2 - 2024-03-31 224,018 $12,765,000 3,458
   Stratos Wealth Partners LTD. 105 - 2024-03-31 218,590 $12,455,000 9,971
   GEM Asset Management LLC 3 - 2024-03-31 196,307 $10,685,000 944
   Mendota Financial Group LLC 5 - 2024-03-31 183,255 $10,442,000 134,467
   Cedar Point Capital Partners LLC 4 - 2024-03-31 168,004 $9,573,000 2,629
   SUTTON PLACE INVESTORS LLC 1 - 2024-03-31 165,710 $9,442,000 53,870
   WALDEN WEALTH PARTNERS LLC 4 - 2024-03-31 165,758 $9,258,000 1,829
   Physician Wealth Solutions Inc. 3 - 2024-03-31 155,196 $8,843,000 47
   UBS Group AG 1706 - 2024-03-31 151,887 $8,655,000 4,830
   Concord Wealth Partners 16 - 2024-03-31 150,914 $8,599,000 9,540
   MORGAN STANLEY 3467 - 2024-03-31 139,308 $7,938,000 5,744
   LEGACY FINANCIAL GROUP INC. 11 - 2024-03-31 139,290 $7,937,000 14,981
   PFG Advisors 37 - 2024-03-31 133,155 $7,587,000 6,169
   STIFEL FINANCIAL CORP 939 - 2024-03-31 127,817 $7,283,000 5,149
   Stonebrook Private Inc. 8 - 2024-03-31 123,733 $7,050,000 20,668
   HB Wealth Management LLC 121 - 2024-03-31 121,099 $6,900,000 19
   FUND EVALUATION GROUP LLC 21 - 2024-03-31 120,365 $6,858,000 3,679
   MISSION WEALTH MANAGEMENT LLC 83 - 2024-03-31 117,903 $6,718,000 500
   KRAFT ASSET MANAGEMENT LLC 5 - 2024-03-31 115,247 $6,567,000 1,182
   FINANCIAL ENGINES ADVISORS L.L.C. 93 - 2024-03-31 115,194 $6,564,000 62,200
   BAYSHORE ASSET MANAGEMENT LLC 6 - 2024-03-31 113,313 $6,457,000 3,932
   KPP Advisory Services LLC 13 - 2024-03-31 110,567 $6,300,000 110,567
   HPM Partners LLC 599 - 2024-03-31 106,066 $6,013,000 1,154
   Main Street Financial Solutions LLC 35 - 2024-03-31 98,253 $5,598,000 51,824
   Independent Advisor Alliance 97 - 2024-03-31 96,673 $5,508,000 5,250
   Pathstone Holdings LLC 487 - 2024-03-31 93,422 $5,323,000 144
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 276 - 2024-03-31 91,108 $5,191,000 34
   SANDY SPRING BANK 98 - 2024-03-31 90,984 $5,184,000 54,997
   IFG Advisory LLC 91 - 2024-03-31 78,454 $4,470,000 3,037
   RAYMOND JAMES & ASSOCIATES 1671 - 2024-03-31 77,352 $4,408,000 20,091
   PATHSTONE FAMILY OFFICE, LLC 301 - 2023-09-30 91,674 $4,267,000 80,140
   Investment Advisory Group LLC 17 - 2024-03-31 71,891 $4,096,000 17,215
   CPA Asset Management LLC 12 - 2024-03-31 69,736 $3,974,000 64,762
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 570 - 2023-09-30 80,500 $3,747,000 4,688
   BURNS WEALTH MANAGEMENT, INC. 155 - 2024-03-31 65,654 $3,741,000 14,441
   EMPIRICAL FINANCIAL SERVICES, LLC 125 - 2024-03-31 65,306 $3,721,000 2,949
   Betterment LLC 114 - 2024-03-31 62,077 $3,537,000 13,147
   Tortoise Investment Management LLC 65 - 2024-03-31 57,516 $3,277,000 1,000
   WARREN AVERETT ASSET MANAGEMENT, LLC 194 - 2024-03-31 57,142 $3,256,000 275
   CWA Asset Management Group LLC 107 - 2024-03-31 56,727 $3,232,000 50
   Clarity Capital Advisors LLC 13 - 2024-03-31 55,713 $3,175,000 177
   HANSON MCCLAIN, INC. 245 - 2024-03-31 54,399 $3,100,000 160
   Resources Investment Advisors Inc. 258 - 2024-03-31 53,898 $3,071,000 216
   Integrated Wealth Concepts LLC 384 - 2024-03-31 53,441 $3,045,000 2,357
   COLONY GROUP LLC 284 - 2023-09-30 63,976 $2,978,000 42
   CWM LLC 533 - 2024-03-31 50,718 $2,890,000 667
   MONTAG A & ASSOCIATES INC 142 - 2024-03-31 50,615 $2,884,000 80
   Sterling Wealth Management Inc. 16 - 2024-03-31 50,413 $2,873,000 2,380
   Brainard Capital Management LLC 15 - 2023-03-31 64,312 $2,857,000 1,567
   Syverson Strege & Co 13 - 2024-03-31 50,108 $2,855,000 23
   BANK OF MONTREAL /CAN/ 1240 - 2024-03-31 49,401 $2,820,000 136
   Independent Wealth Network Inc. 16 - 2024-03-31 47,518 $2,708,000 5,655
  100 Records found
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