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Get Institutions for : 
Dimensional U S Core Equity 2 Etf (DFAC)  
$32.10 0.01 (0.03%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 706    19
Total shares held : 
 626,026,471  
% of shares held : 
 69.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   80  
Amount of shares held : 
 26,251,965  
% of shares held change : 
   2.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.08  
Last Quarter's Ending Price : 
 $29.23  
Last Quarter's Average Price : 
 $27.06  
Change from last quarter's     
avg. price to the last closing  : 
5.04 (18.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 3,866,641
 0.62%
 
Increased Positions :
273
 38,092,454
 6.08%
 
Unchanged Positions :
178
 24,245,881
 3.87%
 
Decreased Positions :
212
-14,271,909
-2.28%
 
Closed Positions :
24
-1,435,221
-0.23%
 
Guru Positions :
1
8,356
 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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Forum Financial Management LP 1 - 2024-03-31 39,447,063 $1,260,334,000 -921,623
   Plancorp LLC 1 - 2024-03-31 10,977,943 $350,745,000 -44,430
   Private Ocean LLC 1 - 2024-03-31 6,983,047 $223,108,000 -349,607
   HIGHTOWER ADVISORS, LLC 56 - 2024-03-31 6,501,800 $207,739,000 -409,183
   SAVANT CAPITAL MANAGEMENT INC 8 - 2024-03-31 5,341,203 $170,651,000 -584,171
   Hill Investment Group Partners LLC 1 - 2024-03-31 4,955,843 $158,339,000 -10,737
   PURE FINANCIAL ADVISORS, INC. 4 - 2024-03-31 4,926,985 $157,417,000 -76,408
   TFO-TDC LLC 2 - 2024-03-31 4,314,809 $137,858,000 -86,442
   Austin Asset Management Co Inc 1 - 2024-03-31 4,228,841 $135,111,000 -32,533
   CARDIFF PARK ADVISORS LLC 2 - 2024-03-31 4,143,956 $132,399,000 -3,974
   Bridgeworth LLC - 2023-12-31 4,180,504 $122,196,000 -41,955
   McGlone Suttner Wealth Management Inc. 1 - 2024-03-31 3,487,856 $111,437,000 -1,112,406
   UBS Group AG 458 - 2024-03-31 3,426,948 $109,491,000 -56,299
   HANSON MCCLAIN, INC. 19 - 2024-03-31 3,236,902 $103,419,000 -83,756
   Altiora Financial Group LLC 1 - 2024-03-31 3,089,712 $98,716,000 -184,403
   Meridian Wealth Partners LLC 1 - 2024-03-31 2,990,774 $95,555,000 -64,945
   BetterWealth LLC 1 - 2024-03-31 2,892,946 $92,430,000 -16,443
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 1 - 2024-03-31 2,567,494 $82,031,000 -1,560,924
   Warwick Investment Management Inc. 2 - 2024-03-31 2,537,535 $81,074,000 -233,387
   First Ascent Asset Management LLC 4 - 2023-12-31 2,750,596 $80,400,000 -5,000
   Waypoint Wealth Partners Inc. 2 - 2024-03-31 2,383,198 $76,143,000 -46,076
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16 - 2024-03-31 2,253,857 $72,011,000 -72,114
   WorthPointe LLC 1 - 2024-03-31 2,216,342 $70,812,000 -6,316
   ShankerValleau Wealth Advisors Inc. 1 - 2024-03-31 2,206,885 $70,510,000 -32,905
   MERRIMAN WEALTH MANAGEMENT, LLC 8 - 2024-03-31 2,181,431 $69,697,000 -53,069
   Planning Center Inc. 2 - 2024-03-31 2,075,712 $66,319,000 -48,237
   COMERICA BANK 63 - 2024-03-31 2,019,955 $64,538,000 -211,742
   SAX WEALTH ADVISORS LLC 2 - 2024-03-31 1,878,062 $60,004,000 -159,862
   Tillman Hartley LLC 1 - 2024-03-31 1,865,829 $59,613,000 -46,148
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 77 - 2024-03-31 1,854,169 $59,241,000 -81,377
   Vista Wealth Management Group LLC 5 - 2024-03-31 1,738,694 $55,551,000 -111,076
   VANCE WEALTH INC. 1 - 2024-03-31 1,696,336 $54,198,000 -691
   BRIGHTON JONES LLC 6 - 2024-03-31 1,570,668 $50,183,000 -6,200
   LINCOLN NATIONAL CORP 24 - 2024-03-31 1,562,110 $49,909,000 -20,904
   Advisor Group Holdings Inc. 185 - 2024-03-31 1,523,732 $48,683,000 -131,680
   Perigon Wealth Management LLC 9 - 2024-03-31 1,519,125 $48,536,000 -10,659
   Beacon Pointe Advisors LLC 39 - 2024-03-31 1,446,930 $46,229,000 -3,943
   Lauterbach Financial Advisors LLC 1 - 2024-03-31 1,300,767 $41,559,000 -34,978
   Austin Wealth Management LLC 1 - 2023-12-31 1,291,852 $39,117,000 -68,378
   Rather & Kittrell Inc. 1 - 2024-03-31 1,219,807 $38,973,000 -10,093
   Vannoy Advisory Group Inc. 1 - 2024-03-31 1,204,791 $38,493,000 -9,084
   BAYSHORE ASSET MANAGEMENT LLC 2 - 2024-03-31 1,202,635 $38,424,000 -45,221
   NORTHWEST WEALTH MANAGEMENT LLC 1 - 2024-03-31 1,200,730 $38,363,000 -2,639
   Chicago Partners Investment Group LLC 13 - 2024-03-31 1,159,781 $35,640,000 -393,198
   CHERRYDALE WEALTH MANAGEMENT LLC 2 - 2024-03-31 1,102,816 $35,235,000 -5,458
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 2 - 2024-03-31 1,097,481 $35,065,000 -18,771
   WMS PARTNERS, LLC 18 - 2024-03-31 910,796 $29,100,000 -2,433
   LIBERTY WEALTH MANAGEMENT LLC 2 - 2024-03-31 904,449 $28,904,000 -28,632
   PHILLIPS FINANCIAL MANAGEMENT LLC 12 - 2024-03-31 890,430 $28,449,000 -103,102
   IFG Advisory LLC 6 - 2024-03-31 890,390 $28,448,000 -16,295
   Robertson Stephens Wealth Management LLC 15 - 2024-03-31 863,823 $27,599,000 -4,569
   UMB BANK N A/MO 59 - 2024-03-31 821,558 $26,249,000 -1,641
   BB&T CORP 361 - 2024-03-31 804,288 $25,697,000 -4,706
   CAPTRUST FINANCIAL ADVISORS 177 - 2024-03-31 800,518 $25,577,000 -30,515
   Root Financial Partners LLC 5 - 2024-03-31 723,167 $23,105,000 -32,233
   KRAFT ASSET MANAGEMENT LLC 2 - 2024-03-31 706,268 $22,565,000 -16,673
   Versant Capital Management Inc 3 - 2024-03-31 692,597 $22,128,000 -3,988
   ML & R WEALTH MANAGEMENT LLC 6 - 2024-03-31 687,969 $21,981,000 -157,134
   COMERICA SECURITIESINC. 7 - 2023-09-30 819,891 $21,481,000 -32,124
   Prime Capital Investment Advisors LLC 78 - 2024-03-31 604,206 $19,304,000 -8,924
   CFS Investment Advisory Services LLC 6 - 2024-03-31 596,689 $19,064,000 -10,553
   RCS Financial Planning LLC 2 - 2024-03-31 524,624 $16,762,000 -114,552
   Hemington Wealth Management 6 - 2024-03-31 501,728 $16,031,000 -69,310
   Signature Resources Capital Management LLC 2 - 2024-03-31 539,642 $15,774,000 -18,931
   American Capital Advisory LLC 1 - 2024-03-31 609,293 $15,525,000 -57,919
   Hassell Wealth Management LLC 4 - 2024-03-31 480,620 $14,769,000 -6,251
   Keudell/Morrison Wealth Management 3 - 2024-03-31 461,525 $14,746,000 -15,041
   Merit Financial Group LLC 53 - 2024-03-31 424,884 $13,176,000 -15,565
   STIFEL FINANCIAL CORP 715 - 2024-03-31 400,376 $12,792,000 -30,556
   REGIONS FINANCIAL CORP 152 - 2024-03-31 387,132 $12,369,000 -1,985
   Integrated Advisors Network LLC 27 - 2024-03-31 376,480 $12,029,000 -5,526
   Great Waters Wealth Management 11 - 2024-03-31 367,685 $11,748,000 -15,781
   Sequoia Financial Advisors LLC 128 - 2024-03-31 365,966 $11,693,000 -9,725
   Efficient Wealth Management LLC 10 - 2024-03-31 362,068 $11,569,000 -4,044
   Cherry Tree Wealth Management LLC 10 - 2024-03-31 352,816 $11,272,000 -2,943
   Winthrop Advisory Group LLC 14 - 2024-03-31 350,177 $11,188,000 -7,847
   McCarthy Grittinger Financial Group LLC 10 - 2024-03-31 348,797 $11,144,000 -7,640
   Advisory Services & Investments LLC 5 - 2024-03-31 339,511 $10,847,000 -10,736
   SageView Advisory Group LLC 28 - 2024-03-31 336,828 $10,762,000 -68,727
   WEALTHSOURCE PARTNERS LLC 24 - 2023-12-31 368,139 $10,761,000 -917
   JANE STREET GROUP LLC 771 - 2024-03-31 331,019 $10,576,000 -261,760
   Strategic Investment Solutions Inc. /IL 9 - 2023-12-31 361,172 $10,557,000 -6,523,470
   Visionary Wealth Advisors 30 - 2024-03-31 329,471 $10,527,000 -299
   Great Lakes Retirement Inc. 18 - 2024-03-31 320,793 $10,249,000 -6,483
   Financial Insights Inc. 10 - 2024-03-31 313,582 $10,019,000 -122,473
   RF&L WEALTH MANAGEMENT LLC 2 - 2024-03-31 293,016 $9,362,000 -2,199
   WEBSTERROGERS FINANCIAL ADVISORS LLC 10 - 2024-03-31 289,931 $9,263,000 -140
   Sterling Wealth Management Inc. 5 - 2024-03-31 281,411 $8,991,000 -240
   AdvisorNet Financial Inc 22 - 2024-03-31 281,335 $8,989,000 -197,868
   Waterfront Wealth Inc. 2 - 2024-03-31 290,701 $8,910,000 -9,975
   NWAM LLC 26 - 2024-03-31 280,153 $8,907,000 -3,536
   Investmark Advisory Group LLC 4 - 2024-03-31 240,432 $7,682,000 -1,426
   MONTICELLO WEALTH MANAGEMENT LLC 34 - 2024-03-31 227,511 $7,269,000 -23,420
   Bridgewater Advisors Inc. 23 - 2024-03-31 205,716 $6,573,000 -96
   Aveo Capital Partners LLC 36 - 2024-03-31 210,179 $6,518,000 -11,023
   Global Retirement Partners LLC 92 - 2024-03-31 201,596 $6,441,000 -4,311
   McCarthy Asset Management Inc. 7 - 2024-03-31 196,875 $6,290,000 -1,440
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 462 - 2023-09-30 234,966 $6,156,000 -61,269
   Nicholas Hoffman & Company LLC. 27 - 2024-03-31 183,242 $5,855,000 -1,028
   UMA Financial Services Inc. 21 - 2024-03-31 190,813 $5,803,000 -98
  100 Records found
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