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Get Institutions for : 
Dimensional U S Equity Etf (DFUS)  
$57.95 0.71 (1.24%) 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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Altiora Financial Group LLC 16 - 2024-03-31 111,697 $6,364,000 0
   Robertson Stephens Wealth Management LLC 64 - 2024-03-31 82,922 $4,725,000 0
   EverSource Wealth Advisors LLC 57 - 2024-03-31 90,940 $4,713,000 0
   Bridgewater Advisors Inc. 31 - 2024-03-31 65,564 $3,736,000 0
   Hardy Reed LLC 27 - 2024-03-31 64,006 $3,647,000 0
   HTG Investment Advisors Inc. 14 - 2024-03-31 60,058 $3,422,000 0
   BROWN ADVISORY HOLDINGS INC 556 - 2024-03-31 59,078 $3,366,000 0
   LGL PARTNERS LLC 23 - 2024-03-31 55,743 $3,176,000 0
   BALLENTINE FINN & COMPANY INC 108 - 2024-03-31 54,670 $3,115,000 0
   Waypoint Capital Advisors LLC 36 - 2024-03-31 50,217 $2,861,000 0
   Red Door Wealth Management LLC 51 - 2024-03-31 47,654 $2,715,000 0
   LAM GROUP INC. 17 - 2024-03-31 39,042 $2,225,000 0
   MARYLAND CAPITAL ADVISORS INC. 22 - 2024-03-31 37,731 $2,150,000 0
   RETIREMENT PLANNING GROUP 65 - 2024-03-31 36,352 $2,071,000 0
   ETF Portfolio Partners Inc. 21 - 2024-03-31 34,999 $1,994,000 0
   AMARILLO NATIONAL BANK 33 - 2024-03-31 34,028 $1,939,000 0
   Aprio Wealth Management LLC 39 - 2024-03-31 30,668 $1,747,000 0
   TIAA TRUST NATIONAL ASSOCIATION 297 - 2024-03-31 28,138 $1,603,000 0
   Biltmore Family Office LLC 60 - 2024-03-31 27,266 $1,554,000 0
   Silver Oak Advisory Group Inc. 18 - 2024-03-31 27,223 $1,552,000 0
   RESOURCE CONSULTING GROUP INC 20 - 2023-12-31 29,292 $1,518,000 0
   TRUEPOINT, INC. 49 - 2024-03-31 26,604 $1,516,000 0
   Falcon Wealth Planning 48 - 2024-03-31 26,205 $1,493,000 0
   Farther Finance Advisors LLC 196 - 2024-03-31 25,126 $1,430,000 0
   WNY Asset Management LLC 75 - 2024-03-31 24,905 $1,419,000 0
   Red Tortoise LLC 31 - 2024-03-31 23,033 $1,312,000 0
   SMITH CHAS P & ASSOCIATES PA CPAS 61 - 2024-03-31 21,610 $1,231,000 0
   GUNN & Co INVESTMENT MANAGEMENT INC. 32 - 2024-03-31 21,610 $1,231,000 0
   Eldridge Investment Advisors Inc. 68 - 2024-03-31 21,515 $1,226,000 0
   MBM Wealth Consultants LLC 36 - 2024-03-31 20,831 $1,187,000 0
   SJS Investment Consulting Inc. 30 - 2024-03-31 19,800 $1,128,000 0
   Personal Capital Advisors Corp 235 - 2022-12-31 25,437 $1,058,000 0
   YALE CAPITAL CORP 255 - 2024-03-31 17,099 $974,000 0
   WETHERBY ASSET MANAGEMENT INC 371 - 2024-03-31 16,660 $949,000 0
   DAVIDSON D A & CO 754 - 2024-03-31 16,408 $935,000 0
   PEAPACK GLADSTONE FINANCIAL CORP 408 - 2024-03-31 16,218 $924,000 0
   CRA Financial Services LLC 84 - 2024-03-31 15,868 $904,000 0
   PRIVATE MANAGEMENT GROUP INC 137 - 2024-03-31 15,818 $901,000 0
   Klingman & Associates LLC 102 - 2024-03-31 15,010 $855,000 0
   Pegasus Partners Ltd. 69 - 2024-03-31 14,936 $851,000 0
   North Ridge Wealth Advisors Inc. 22 - 2024-03-31 14,622 $833,000 0
   SUMMIT ASSET MANAGEMENT, LLC 62 - 2024-03-31 14,345 $817,000 0
   CLIFFORD ASSOCIATES LLC 185 - 2024-03-31 13,637 $777,000 0
   Team Hewins LLC 113 - 2024-03-31 12,820 $730,000 0
   Diversified Portfolios Inc. 79 - 2024-03-31 12,353 $704,000 0
   Center for Financial Planning Inc. 69 - 2024-03-31 12,183 $694,000 0
   WEALTHSPAN PARTNERS LLC 45 - 2024-03-31 12,060 $687,000 0
   Seaside Wealth Management Inc. 28 - 2024-03-31 11,587 $660,000 0
   EVOKE WEALTH LLC 213 - 2024-03-31 11,371 $648,000 0
   FINANCIAL COUNSELORS INC 384 - 2024-03-31 10,818 $616,000 0
   WAYNE HUMMER ASSET MANAGEMENT CO 576 - 2024-03-31 10,571 $602,000 0
   Visionary Wealth Advisors 296 - 2024-03-31 10,387 $592,000 0
   CONDOR CAPITAL MANAGEMENT 142 - 2024-03-31 10,093 $575,000 0
   Geometric Wealth Advisors 21 - 2024-03-31 9,885 $563,000 0
   Cross Staff Investments Inc 59 - 2024-03-31 9,576 $546,000 0
   Sound View Wealth Advisors Group LLC 226 - 2024-03-31 9,462 $539,000 0
   Ironwood Wealth Management llc 101 - 2024-03-31 9,338 $532,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 84 - 2024-03-31 8,980 $512,000 0
   CLS INVESTMENT FIRM LLC 972 - 2022-12-31 12,165 $506,000 0
   HOLLENCREST SECURITIES LLC 197 - 2024-03-31 8,888 $506,000 0
   Cladis Investment Advisory LLC 67 - 2024-03-31 8,875 $506,000 0
   SBK Financial Inc. 45 - 2022-12-31 11,084 $461,000 0
   Rockwood Wealth Management LLC 54 - 2024-03-31 8,056 $459,000 0
   FIRST WESTERN TRUST BANK 131 - 2024-03-31 7,994 $455,000 0
   MATHER GROUP, INC. 361 - 2024-03-31 8,537 $442,000 0
   Allied Investment Advisors LLC 46 - 2024-03-31 7,752 $442,000 0
   NICOLET BANKSHARES INC 141 - 2024-03-31 7,736 $441,000 0
   WSFS CAPITAL MANAGEMENT LLC 298 - 2024-03-31 7,682 $438,000 0
   PCG Wealth Advisors LLC 73 - 2024-03-31 7,504 $428,000 0
   PEAVINE CAPITAL MANAGEMENT LLC 6 - 2024-03-31 7,433 $424,000 0
   Westwood Wealth Management 31 - 2024-03-31 7,420 $423,000 0
   Shared Vision Wealth Group LLC 52 - 2024-03-31 7,290 $415,000 0
   Frank Rimerman Advisors LLC 70 - 2024-03-31 7,190 $410,000 0
   Eagle Bay Advisors LLC 69 - 2024-03-31 7,144 $407,000 0
   BECKER CAPITAL MANAGEMENT INC 214 - 2024-03-31 7,049 $402,000 0
   RAYMOND JAMES TRUST CO 820 - 2024-03-31 7,029 $401,000 0
   Atria Wealth Solutions Inc. 1365 - 2024-03-31 6,917 $394,000 0
   Kovitz Investment Group Partners LLC 539 - 2024-03-31 6,885 $392,000 0
   Baron Silver Stevens Financial Advisors LLC 77 - 2024-03-31 6,684 $381,000 0
   TRUE Private Wealth Advisors 204 - 2024-03-31 6,528 $372,000 0
   GSB Wealth Management LLC 159 - 2024-03-31 6,513 $371,000 0
   PENOBSCOT WEALTH MANAGEMENT 48 - 2024-03-31 6,519 $371,000 0
   FIRST NATIONAL TRUST CO 308 - 2024-03-31 6,500 $370,000 0
   Gerber Kawasaki Wealth & Investment Management 201 - 2024-03-31 6,473 $369,000 0
   Private Portfolio Partners LLC 189 - 2024-03-31 6,312 $360,000 0
   Essential Planning LLC. 46 - 2024-03-31 6,730 $349,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 467 - 2024-03-31 6,099 $348,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 320 - 2024-03-31 6,116 $348,000 0
   DIVERSIFIED TRUST CO 605 - 2024-03-31 6,116 $348,000 0
   Cassaday & Co Wealth Management LLC 213 - 2024-03-31 5,673 $323,000 0
   Signature Resources Capital Management LLC 31 - 2024-03-31 6,185 $321,000 0
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 291 - 2024-03-31 5,642 $321,000 0
   IWAMOTO KONG & CO INC 130 - 2024-03-31 5,610 $320,000 0
   PROEQUITIES INC. 543 - 2024-03-31 5,561 $317,000 0
   PRIVATE TRUST CO NA 506 - 2024-03-31 5,350 $305,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 623 - 2024-03-31 5,299 $302,000 0
   Bromfield Sneider Wealth Advisors 39 - 2024-03-31 5,260 $300,000 0
   waypoint wealth counsel 72 - 2024-03-31 5,197 $296,000 0
   Compton Wealth Advisory Group LLC 90 - 2024-03-31 5,165 $294,000 0
   NTV ASSET MANAGEMENT LLC 213 - 2024-03-31 5,115 $291,000 0
  100 Records found
  1    
  Page 1 of 1
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