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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
   Verdence Capital Advisors LLC 42 - 2024-03-31 117,335 $6,387,000 0
   EverSource Wealth Advisors LLC 88 - 2024-03-31 54,892 $2,872,000 0
   Waypoint Capital Advisors LLC 50 - 2024-03-31 33,343 $1,815,000 0
   MONTAG A & ASSOCIATES INC 197 - 2024-03-31 29,849 $1,625,000 0
   Tobias Financial Advisors Inc. 43 - 2024-03-31 27,674 $1,506,000 0
   Lauer Wealth LLC 15 - 2024-03-31 28,020 $1,465,000 0
   MONETA GROUP INVESTMENT ADVISORS INC 207 - 2023-12-31 24,721 $1,294,000 0
   WealthCollab LLC 24 - 2024-03-31 23,334 $1,270,000 0
   BASSO CAPITAL MANAGEMENT LP 20 - 2024-03-31 20,303 $1,105,000 0
   Rockwood Wealth Management LLC 31 - 2024-03-31 19,900 $1,083,000 0
   Nicholas Hoffman & Company LLC. 115 - 2024-03-31 19,180 $1,044,000 0
   Oakmont Partners LLC 373 - 2024-03-31 18,311 $997,000 0
   Pinnacle Bank 53 - 2024-03-31 17,579 $957,000 0
   Keebeck Wealth Management LLC 142 - 2024-03-31 17,580 $957,000 0
   Sensible Financial Planning & Management LLC. 26 - 2024-03-31 16,608 $904,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 171 - 2024-03-31 16,080 $875,000 0
   MURPHY POHLAD ASSET MANAGEMENT LLC 72 - 2024-03-31 14,893 $811,000 0
   CPA Asset Management LLC 42 - 2024-03-31 14,837 $808,000 0
   Capital Investment Advisors LLC 314 - 2024-03-31 14,631 $796,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 600 - 2024-03-31 14,486 $788,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 58 - 2024-03-31 13,986 $761,000 0
   CAPROCK Group Inc. 317 - 2024-03-31 13,059 $711,000 0
   BCR Wealth Strategies LLC 13 - 2024-03-31 12,917 $704,000 0
   CVA Family Office LLC 113 - 2024-03-31 12,575 $684,000 0
   DORSEY & WHITNEY TRUST CO LLC 285 - 2024-03-31 12,410 $675,000 0
   GUNN & Co INVESTMENT MANAGEMENT INC. 41 - 2024-03-31 12,271 $668,000 0
   SMITH CHAS P & ASSOCIATES PA CPAS 77 - 2024-03-31 12,271 $668,000 0
   We Are One Seven LLC 447 - 2024-03-31 12,089 $658,000 0
   EVOKE WEALTH LLC 212 - 2024-03-31 12,041 $655,000 0
   RAM Investment Partners LLC 32 - 2024-03-31 11,936 $650,000 0
   TCWP LLC 18 - 2024-03-31 11,789 $642,000 0
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 221 - 2024-03-31 11,787 $642,000 0
   JANNEY MONTGOMERY SCOTT LLC 1788 - 2024-03-31 11,685 $636,000 0
   GenTrust LLC 92 - 2024-03-31 11,082 $603,000 0
   STRATEGIC INVESTMENT ADVISORS, INC 77 - 2024-03-31 10,714 $583,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 311 - 2024-03-31 10,309 $561,000 0
   LIBERTY CAPITAL MANAGEMENT INC 105 - 2024-03-31 10,305 $561,000 0
   PINNACLE FINANCIAL PARTNERS INC 318 - 2024-03-31 10,079 $549,000 0
   CWA Asset Management Group LLC 320 - 2024-03-31 9,119 $496,000 0
   Secure Asset Management LLC 131 - 2024-03-31 9,100 $495,000 0
   BAKER BOYER NATIONAL BANK 50 - 2024-03-31 9,079 $494,000 0
   Burleson & Company LLC 99 - 2022-12-31 11,189 $492,000 0
   WETHERBY ASSET MANAGEMENT INC 556 - 2024-03-31 9,046 $492,000 0
   AQR CAPITAL MANAGEMENT LLC 1980 - 2024-03-31 8,584 $467,000 0
   Greenspring Advisors LLC 42 - 2024-03-31 8,549 $465,000 0
   Miracle Mile Advisors LLC 365 - 2024-03-31 7,647 $416,000 0
   Geometric Wealth Advisors 29 - 2024-03-31 7,629 $415,000 0
   MBM Wealth Consultants LLC 66 - 2024-03-31 7,591 $413,000 0
   Bordeaux Wealth Advisors LLC 67 - 2024-03-31 7,464 $406,000 0
   HTG Investment Advisors Inc. 44 - 2024-03-31 7,328 $399,000 0
   AWM CAPITAL LLC 65 - 2024-03-31 7,302 $397,000 0
   DBK Financial Counsel LLC 40 - 2024-03-31 7,150 $389,000 0
   ST GERMAIN D J CO INC 221 - 2024-03-31 7,099 $386,000 0
   ROWLAND & CO INVESTMENT COUNSEL/ADV 115 - 2024-03-31 6,748 $367,000 0
   PrairieView Partners LLC 93 - 2024-03-31 6,480 $353,000 0
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 141 - 2024-03-31 6,391 $348,000 0
   Running Point Capital Advisors LLC 71 - 2024-03-31 6,043 $329,000 0
   MITCHELL CAPITAL MANAGEMENT CO 106 - 2024-03-31 6,036 $329,000 0
   Well Done LLC 142 - 2024-03-31 5,888 $320,000 0
   FOUNDERS FINANCIAL SECURITIES LLC 316 - 2024-03-31 5,747 $313,000 0
   COLLECTIVE FAMILY OFFICE LLC 139 - 2024-03-31 5,658 $308,000 0
   Yoder Wealth Management Inc. 71 - 2024-03-31 5,541 $302,000 0
   Whalen Wealth Management Inc. 70 - 2024-03-31 5,542 $302,000 0
   Hartland & Co. LLC 401 - 2024-03-31 5,605 $301,000 0
   AMARILLO NATIONAL BANK 75 - 2024-03-31 5,455 $297,000 0
   Goldstein Advisors LLC 118 - 2024-03-31 5,310 $289,000 0
   Keener Financial Planning LLC 36 - 2024-03-31 5,279 $288,000 0
   Mustard Seed Financial LLC 65 - 2024-03-31 5,204 $283,000 0
   PEAVINE CAPITAL MANAGEMENT LLC 9 - 2024-03-31 5,188 $282,000 0
   Towneley Capital Management Inc / DE 39 - 2024-03-31 5,097 $277,000 0
   Procyon Private Wealth Partners LLC 433 - 2024-03-31 5,064 $276,000 0
   Financial Alternatives Inc 67 - 2024-03-31 4,946 $269,000 0
   Cypress Wealth Services LLC 212 - 2024-03-31 4,813 $262,000 0
   Ironwood Wealth Management llc 130 - 2024-03-31 4,801 $261,000 0
   Gryphon Financial Partners LLC 225 - 2024-03-31 4,686 $255,000 0
   SilverOak Wealth Management LLC 81 - 2024-03-31 4,638 $252,000 0
   Key Financial Inc 205 - 2024-03-31 4,521 $246,000 0
   Mowery & Schoenfeld Wealth Management LLC 28 - 2024-03-31 4,350 $237,000 0
   LongView Wealth Management 159 - 2024-03-31 4,300 $234,000 0
   CLIFFORD ASSOCIATES LLC 286 - 2024-03-31 4,302 $234,000 0
   Steele Capital Management Inc. 156 - 2024-03-31 4,193 $228,000 0
   Flagstone Financial Management 43 - 2024-03-31 4,113 $224,000 0
   Pacifica Partners Inc. 99 - 2024-03-31 4,224 $223,000 0
   Cladis Investment Advisory LLC 116 - 2024-03-31 4,079 $222,000 0
   Core Wealth Management Inc. 22 - 2024-03-31 4,025 $219,000 0
   DOrazio & Associates Inc. 168 - 2024-03-31 3,983 $217,000 0
   Pettinga Financial Advisors LLC 112 - 2024-03-31 3,956 $215,000 0
   Fiduciary Alliance LLC 185 - 2024-03-31 3,935 $212,000 0
   FF AdvisorsLLC 79 - 2024-03-31 3,868 $211,000 0
   Argent Trust Co 643 - 2024-03-31 3,847 $209,000 0
   MILESTONE GROUP INC 170 - 2024-03-31 3,635 $198,000 0
   BIDWELL C M & ASSOCIATES LTD/ 135 - 2024-03-31 3,176 $173,000 0
   Red Tortoise LLC 78 - 2024-03-31 3,175 $173,000 0
   HWG Holdings LP 49 - 2023-12-31 2,976 $156,000 0
   S.A. Mason LLC 175 - 2024-03-31 2,829 $154,000 0
   BESSEMER GROUP INC 1080 - 2024-03-31 2,738 $149,000 0
   MOTCO 257 - 2024-03-31 2,352 $128,000 0
   UMB BANK N A/MO 659 - 2024-03-31 2,247 $122,000 0
   Investors Research Corp 377 - 2024-03-31 2,238 $122,000 0
   Private Ocean LLC 171 - 2024-03-31 2,188 $119,000 0
  100 Records found
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