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Get Institutions for : 
DFA Dimensional Us Marketwide Value Etf (DFUV)  
$40.17 0.13 (0.32%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 513    19
Total shares held : 
 199,833,643  
% of shares held : 
 22.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   28  
Amount of shares held : 
 2,382,560  
% of shares held change : 
   0.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.66  
Last Quarter's Ending Price : 
 $37.22  
Last Quarter's Average Price : 
 $34.42  
Change from last quarter's     
avg. price to the last closing  : 
5.75 (16.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 1,487,053
 0.74%
 
Increased Positions :
167
 10,561,130
 5.28%
 
Unchanged Positions :
153
 10,268,970
 5.14%
 
Decreased Positions :
158
-9,488,021
-4.75%
 
Closed Positions :
16
-177,602
-0.09%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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 6 - 2024-03-31 25,793,306 $1,054,946,000 5,639,625
   ENVESTNET ASSET MANAGEMENT INC 49 - 2024-03-31 24,008,758 $981,958,000 4,399,773
   SAVANT CAPITAL MANAGEMENT INC 2 - 2024-03-31 16,583,503 $678,265,000 311,712
   BUCKINGHAM ASSET MANAGEMENT, LLC 3 - 2024-03-31 14,506,375 $593,311,000 138,777
   NORTHERN TRUST CORP 382 - 2024-03-31 5,981,099 $244,627,000 149,722
   HIGHTOWER ADVISORS, LLC 59 - 2024-03-31 4,950,363 $202,472,000 4,507,199
   Buckingham Strategic Partners 6 - 2024-03-31 3,446,126 $140,947,000 1,849,345
   HPM Partners LLC 78 - 2024-03-31 2,471,525 $101,085,000 37,767
   EMPIRICAL FINANCIAL SERVICES, LLC 8 - 2024-03-31 2,135,636 $87,347,000 70,350
   TCI Wealth Advisors Inc. 3 - 2024-03-31 2,120,588 $86,732,000 38,943
   RSM US WEALTH MANAGEMENT LLC 8 - 2024-03-31 1,870,636 $76,509,000 26,217
   Evanson Asset Management LLC 9 - 2024-03-31 1,310,254 $53,589,000 630
   Beacon Pointe Advisors LLC 38 - 2024-03-31 1,186,006 $48,508,000 804,590
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 316 - 2024-03-31 928,871 $37,991,000 59,211
   Bridgeworth LLC - 2023-12-31 980,556 $36,496,000 287,128
   SAX WEALTH ADVISORS LLC 8 - 2024-03-31 846,892 $34,638,000 70,106
   Efficient Frontier Advisors LLC 1 - 2024-03-31 792,463 $32,412,000 14,252
   COMMONWEALTH EQUITY SERVICES LLC. 362 - 2024-03-31 754,839 $30,873,000 22,185
   Disciplined Equity Management Inc. 1 - 2024-03-31 679,318 $27,784,000 29,553
   Integrated Wealth Concepts LLC 42 - 2024-03-31 662,215 $27,085,000 4,797
   FMFE Wealth Management LLC 2 - 2024-03-31 594,979 $24,335,000 37
   Heritage Wealth Management Inc./Texas 2 - 2024-03-31 594,391 $24,311,000 19,002
   Root Financial Partners LLC 3 - 2024-03-31 592,404 $24,229,000 134,785
   Advisor Group Holdings Inc. 371 - 2024-03-31 548,844 $22,448,000 40,718
   Steward Financial Group LLC 3 - 2023-09-30 573,774 $19,519,000 22,592
   Investmark Advisory Group LLC 1 - 2024-03-31 466,706 $19,088,000 8,204
   DOPKINS WEALTH MANAGEMENT LLC 3 - 2024-03-31 440,125 $18,001,000 23,701
   LEGACY FINANCIAL GROUP INC. 4 - 2024-03-31 437,382 $17,889,000 454
   STIFEL FINANCIAL CORP 592 - 2024-03-31 436,020 $17,833,000 3,222
   JUNCTURE WEALTH STRATEGIES LLC 2 - 2024-03-31 411,784 $16,842,000 113,101
   HANSON MCCLAIN, INC. 82 - 2024-03-31 410,227 $16,778,000 5,026
   MARINER WEALTH ADVISORS, LLC 365 - 2024-03-31 408,593 $16,711,000 28,030
   Kooman & Associates 4 - 2024-03-31 398,325 $16,291,000 4,346
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 2 - 2024-03-31 368,318 $15,064,000 2,260
   RS CRUM INC. 9 - 2024-03-31 333,535 $13,642,000 125,725
   Altiora Financial Group LLC 7 - 2024-03-31 316,969 $12,964,000 4,913
   Sterling Wealth Management Inc. 3 - 2024-03-31 298,843 $12,223,000 5,409
   Kestra Advisory Services LLC 264 - 2024-03-31 291,796 $11,934,000 13,722
   ADVISOR PARTNERS II LLC 31 - 2023-09-30 342,907 $11,669,000 3,493
   SANDY SPRING BANK 45 - 2024-03-31 278,344 $11,384,000 67,909
   MCCORMACK ADVISORS INTERNATIONAL 150 - 2024-03-31 251,448 $10,284,000 111
   Sprinkle Financial Consultants LLC 2 - 2024-03-31 239,509 $9,796,000 547
   Dynamic Advisors Solutions LLC 82 - 2024-03-31 224,294 $9,174,000 14,359
   Addison Advisors LLC 5 - 2024-03-31 219,952 $8,996,000 11,201
   Graves-Light Private Wealth Management Inc. 25 - 2024-03-31 198,002 $8,098,000 12,598
   J P MORGAN CHASE & CO 2191 - 2024-03-31 194,382 $7,950,000 4,592
   FINANCIAL NETWORK 460 - 2024-03-31 187,455 $7,667,000 65,752
   JFS WEALTH ADVISORS, LLC 35 - 2024-03-31 186,877 $7,643,000 99
   Colorado Capital Management Inc. 1 - 2024-03-31 182,918 $7,481,000 3,041
   Peirce Capital Management LLC 10 - 2024-03-31 181,579 $7,427,000 1,609
   Embree Financial Group 16 - 2024-03-31 179,983 $7,361,000 19,788
   BIP Wealth LLC 34 - 2024-03-31 168,202 $6,880,000 74,481
   WNY Asset Management LLC 23 - 2024-03-31 164,230 $6,717,000 3,143
   FINANCIAL ENGINES ADVISORS L.L.C. 94 - 2024-03-31 160,143 $6,550,000 9,558
   Cresset Asset Management LLC 339 - 2024-03-31 151,322 $6,189,000 380
   CarsonAllaria Wealth Management Ltd. 8 - 2024-03-31 150,239 $6,145,000 29,536
   WELLS FARGO & CO/MN 1848 - 2024-03-31 147,796 $6,045,000 23,534
   BB&T CORP 830 - 2024-03-31 140,924 $5,764,000 1,249
   Confluence Wealth Services Inc. 28 - 2024-03-31 134,856 $5,516,000 30,922
   Gradient Capital Advisors LLC 12 - 2024-03-31 130,352 $5,331,000 379
   ROYAL BANK OF CANADA 1923 - 2024-03-31 118,088 $4,829,000 35,913
   Stratos Wealth Partners LTD. 247 - 2024-03-31 113,131 $4,627,000 1,305
   MORGAN STANLEY 3893 - 2024-03-31 111,139 $4,546,000 15,295
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 300 - 2024-03-31 108,292 $4,429,000 64
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1066 - 2024-03-31 108,111 $4,422,000 108,111
   Visionary Wealth Advisors 94 - 2024-03-31 102,196 $4,180,000 2,330
   Vannoy Advisory Group Inc. 9 - 2024-03-31 99,510 $4,070,000 647
   NORTHWEST WEALTH MANAGEMENT LLC 24 - 2024-03-31 90,725 $3,711,000 8,603
   Relaxing Retirement Coach 16 - 2023-06-30 92,346 $3,186,000 26,623
   Zhang Financial LLC 61 - 2024-03-31 76,907 $3,146,000 8,404
   TIAA FSB 229 - 2023-06-30 88,307 $3,047,000 19,128
   MONETA GROUP INVESTMENT ADVISORS INC 141 - 2023-12-31 81,365 $3,028,000 14,121
   PFG Advisors 121 - 2024-03-31 71,644 $2,930,000 3,721
   Disciplined Investments LLC 21 - 2024-03-31 71,230 $2,913,000 7
   MELFA WEALTH MANAGEMENT LLC 7 - 2024-03-31 67,583 $2,764,000 478
   US BANCORP 748 - 2024-03-31 62,931 $2,574,000 1,114
   ARK & TLK INVESTMENTS LLC 18 - 2024-03-31 60,858 $2,489,000 114
   Equitable Holdings Inc. 423 - 2024-03-31 54,406 $2,225,000 1,785
   BROWN ADVISORY HOLDINGS INC 627 - 2024-03-31 51,440 $2,104,000 3,742
   Aptus Capital Advisors LLC 278 - 2024-03-31 50,832 $2,079,000 683
   Warwick Investment Management Inc. 29 - 2024-03-31 50,212 $2,054,000 180
   TAGStone Capital Inc. 24 - 2024-03-31 46,231 $1,891,000 15
   BLAIR WILLIAM & CO/IL 701 - 2024-03-31 42,799 $1,750,000 54
   Tarbox Group Inc. 29 - 2024-03-31 42,255 $1,728,000 8
   Global Retirement Partners LLC 253 - 2024-03-31 41,931 $1,715,000 955
   Goss Wealth Management LLC 743 - 2024-03-31 41,633 $1,703,000 24,296
   RMB CAPITAL MANAGEMENT LLC 291 - 2024-03-31 40,575 $1,660,000 15,155
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 165 - 2024-03-31 39,292 $1,607,000 16,348
   Family CFO Inc 19 - 2024-03-31 38,252 $1,565,000 230
   RAYMOND JAMES & ASSOCIATES 2304 - 2024-03-31 38,016 $1,555,000 13,043
   Beacon Financial Advisory LLC 26 - 2024-03-31 35,710 $1,461,000 1,417
   Aurum Wealth Management Group LLC 78 - 2024-03-31 34,977 $1,431,000 110
   JOHNSON INVESTMENT COUNSEL INC 342 - 2024-03-31 31,961 $1,307,000 3,771
   Silver Oak Advisory Group Inc. 21 - 2024-03-31 31,718 $1,298,000 2
   BUSEY TRUST CO 161 - 2024-03-31 31,112 $1,272,000 4,114
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 96 - 2024-03-31 31,055 $1,270,000 8,129
   LJI Wealth Management LLC 36 - 2024-03-31 29,364 $1,201,000 1,409
   Financial Advisory Service Inc. 135 - 2024-03-31 29,067 $1,189,000 843
   Eldridge Investment Advisors Inc. 71 - 2024-03-31 29,019 $1,187,000 37
   CWM LLC 786 - 2024-03-31 29,003 $1,186,000 641
  100 Records found
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