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Get Institutions for : 
Dimensional U S Targeted Value Etf (DFAT)  
$53.83 0.77 (1.45%) as of 4:30 Fri 5/31


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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 : 
 $45.10  
Last Quarter's Ending Price : 
 $52.33  
Last Quarter's Average Price : 
 $46.75  
Change from last quarter's     
avg. price to the last closing  : 
7.08 (15.14%)  




 
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: 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
   BUCKINGHAM ASSET MANAGEMENT, LLC 2 - 2024-03-31 12,646,874 $688,369,000 -48,318
   Forum Financial Management LP 3 - 2024-03-31 9,086,153 $494,559,000 -82,259
   Index Fund Advisors Inc. 2 - 2024-03-31 7,732,381 $420,873,000 -111,148
   SAVANT CAPITAL MANAGEMENT INC 5 - 2024-03-31 4,817,359 $262,209,000 -615,897
   MERCER GLOBAL ADVISORS INC /ADV 43 - 2024-03-31 2,847,560 $154,993,000 -68,483
   Trust Co of the South 1 - 2024-03-31 1,864,868 $101,505,000 -46,451
   Equius Partners Inc. 2 - 2022-12-31 2,073,628 $91,136,000 -69,653
   Plancorp LLC 8 - 2024-03-31 1,670,937 $90,949,000 -42,101
   TRUEPOINT, INC. 12 - 2024-03-31 1,573,506 $85,646,000 -51,503
   RESOURCE CONSULTING GROUP INC 2 - 2023-12-31 1,572,359 $82,282,000 -12,486
   Abacus Wealth Partners LLC 3 - 2024-03-31 1,225,236 $66,690,000 -34,437
   Evanson Asset Management LLC 5 - 2024-03-31 1,143,992 $62,267,000 -15,778
   Team Hewins LLC 3 - 2024-03-31 1,005,673 $54,739,000 -2,001
   BKD WEALTH ADVISORS LLC 16 - 2024-03-31 889,482 $48,415,000 -18,023
   MODERA WEALTH MANAGEMENT, LLC 35 - 2024-03-31 880,923 $47,949,000 -7,462
   BAYSHORE ASSET MANAGEMENT LLC 1 - 2024-03-31 880,215 $47,910,000 -13,946
   CAPITAL PERFORMANCE ADVISORS LLP 2 - 2024-03-31 818,186 $44,534,000 -9,207
   ML & R WEALTH MANAGEMENT LLC 3 - 2024-03-31 813,319 $44,269,000 -48,699
   MBB PUBLIC MARKETS I LLC 11 - 2024-03-31 650,991 $35,433,000 -571,879
   Hill Investment Group Partners LLC 7 - 2024-03-31 632,895 $34,448,000 -20,710
   KEB ASSET MANAGEMENT LLC 3 - 2024-03-31 630,859 $34,338,000 -199
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 154 - 2024-03-31 594,283 $32,347,000 -36,434
   Beaird Harris Wealth Management LLC 13 - 2024-03-31 546,052 $29,722,000 -5,412
   TFC Financial Management 5 - 2024-03-31 535,565 $29,151,000 -8,088
   FMFE Wealth Management LLC 1 - 2024-03-31 532,451 $28,981,000 -1,646
   TCI Wealth Advisors Inc. 8 - 2024-03-31 524,987 $28,575,000 -13,698
   Foster Group Inc. 20 - 2024-03-31 524,657 $28,557,000 -11,856
   RSM US WEALTH MANAGEMENT LLC 36 - 2024-03-31 509,175 $27,714,000 -13,062
   HANSON MCCLAIN, INC. 53 - 2024-03-31 508,503 $27,678,000 -3,032
   KRAFT ASSET MANAGEMENT LLC 1 - 2024-03-31 503,345 $27,397,000 -35,151
   Meritas Wealth Management LLC 2 - 2024-03-31 471,851 $25,683,000 -4,590
   Baird Financial Group Inc. 294 - 2024-03-31 433,554 $23,598,000 -6,871
   TFO-TDC LLC 5 - 2024-03-31 423,220 $23,036,000 -8,787
   Lauterbach Financial Advisors LLC 2 - 2024-03-31 391,542 $21,312,000 -31,479
   PBMares Wealth Management LLC 3 - 2024-03-31 388,091 $21,124,000 -5,155
   Larson Financial Group LLC 10 - 2024-03-31 386,177 $21,020,000 -5,712
   Tillman Hartley LLC 4 - 2024-03-31 352,318 $19,177,000 -5,342
   Quantum Financial Advisors LLC 7 - 2024-03-31 332,002 $18,071,000 -12,034
   MOSAIC FAMILY WEALTH PARTNERS LLC 10 - 2023-12-31 333,231 $17,438,000 -19,787
   MATHER GROUP, INC. 37 - 2024-03-31 319,943 $16,743,000 -799
   Vista Wealth Management Group LLC 16 - 2024-03-31 300,300 $16,345,000 -7,700
   RF&L WEALTH MANAGEMENT LLC 1 - 2024-03-31 298,385 $16,241,000 -2,938
   LIBRA WEALTH LLC 4 - 2024-03-31 290,944 $15,836,000 -2,808
   Lakeshore Financial Planning Inc. 6 - 2024-03-31 287,309 $15,638,000 -5,369
   RS CRUM INC. 8 - 2024-03-31 283,804 $15,447,000 -568
   McLean Asset Management Corp 5 - 2024-03-31 254,481 $13,630,000 -4,067
   Visionary Wealth Advisors 21 - 2024-03-31 236,361 $12,865,000 -73
   Beacon Pointe Advisors LLC 146 - 2024-03-31 235,659 $12,827,000 -4,344
   Strategic Investment Solutions Inc. /IL 7 - 2023-12-31 239,543 $12,535,000 -6,291,135
   Ruedi Wealth Management Inc. 5 - 2024-03-31 224,600 $12,225,000 -600
   Moisand Fitzgerald Tamayo LLC 16 - 2024-03-31 220,390 $11,996,000 -3,035
   Robertson Stephens Wealth Management LLC 36 - 2024-03-31 187,326 $10,196,000 -10,924
   Austin Asset Management Co Inc 11 - 2024-03-31 175,891 $9,574,000 -5,163
   KOCHIS FITZ/QUINTILE LLC 36 - 2024-03-31 172,695 $9,400,000 -6,106
   RAYMOND JAMES & ASSOCIATES 1206 - 2024-03-31 170,378 $9,274,000 -39,538
   AMERICAN INVESTMENT SERVICES INC. 18 - 2024-03-31 170,138 $9,261,000 -3,809
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 676 - 2024-03-31 162,775 $8,860,000 -56,921
   Altiora Financial Group LLC 11 - 2024-03-31 159,806 $8,698,000 -3,558
   DiNuzzo Private Wealth Inc. 21 - 2024-03-31 148,691 $8,093,000 -1,280
   Lutz Financial Services LLC 36 - 2024-03-31 146,102 $7,952,000 -5,156
   LIBERTY WEALTH MANAGEMENT LLC 18 - 2024-03-31 142,513 $7,757,000 -695
   Gradient Capital Advisors LLC 7 - 2024-03-31 139,360 $7,585,000 -3,449
   REGIONS FINANCIAL CORP 184 - 2024-03-31 139,068 $7,569,000 -600
   Rather & Kittrell Inc. 13 - 2024-03-31 137,736 $7,497,000 -4,107
   CAPTRUST FINANCIAL ADVISORS 411 - 2024-03-31 131,437 $7,154,000 -12,332
   Stratos Wealth Partners LTD. 198 - 2024-03-31 118,084 $6,427,000 -1,067
   ROYAL BANK OF CANADA 1773 - 2024-03-31 114,753 $6,247,000 -9,824
   STIFEL FINANCIAL CORP 1030 - 2024-03-31 113,129 $6,158,000 -14,438
   FinDec Wealth Services Inc. 10 - 2024-03-31 112,557 $6,126,000 -1,595
   Schoolcraft Capital LLC 16 - 2024-03-31 107,508 $5,852,000 -1,289
   Cherry Tree Wealth Management LLC 23 - 2024-03-31 104,862 $5,708,000 -4,073
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 9 - 2024-03-31 104,544 $5,690,000 -1,861
   MONTICELLO WEALTH MANAGEMENT LLC 40 - 2024-03-31 103,154 $5,615,000 -3,675
   GIBSON CAPITAL MANAGEMENT, LTD. 7 - 2024-03-31 101,519 $5,526,000 -369
   WATERSHED PRIVATE WEALTH LLC 11 - 2024-03-31 99,084 $5,393,000 -10,124
   Cresset Asset Management LLC 370 - 2024-03-31 96,163 $5,234,000 -7,368
   CFS Investment Advisory Services LLC 23 - 2024-03-31 92,509 $5,035,000 -1,294
   Carlson Capital Management 22 - 2024-03-31 91,618 $4,987,000 -693,275
   Private Wealth Management Group LLC 12 - 2024-03-31 90,236 $4,912,000 -1,267
   Shearwater Capital LLC 6 - 2024-03-31 86,234 $4,694,000 -2,622
   RTD Financial Advisors Inc. 38 - 2024-03-31 85,600 $4,659,000 -843
   Wealthstream Advisors Inc. 12 - 2024-03-31 81,772 $4,451,000 -677
   SOUNDMARK WEALTH MANAGEMENT LLC 19 - 2024-03-31 79,133 $4,307,000 -5,327
   CLARIS ADVISORS LLC / MO / 10 - 2024-03-31 78,067 $4,249,000 -1,220
   Shira Ridge Wealth Management 11 - 2024-03-31 77,419 $4,214,000 -1,561
   Diversified Portfolios Inc. 36 - 2024-03-31 76,182 $4,147,000 -2,459
   Level Financial Advisors Inc. 13 - 2024-03-31 75,368 $4,102,000 -1,647
   Valued Wealth Advisors LLC 9 - 2024-03-31 75,145 $4,090,000 -227,679
   True Wealth Design LLC 15 - 2024-03-31 74,587 $4,060,000 -1,312
   BetterWealth LLC 13 - 2024-03-31 72,294 $3,935,000 -4,120
   Total Wealth Planning LLC 31 - 2024-03-31 68,801 $3,745,000 -1,104
   Advisor Group Holdings Inc. 1240 - 2024-03-31 68,331 $3,720,000 -22,523
   Klingman & Associates LLC 44 - 2024-03-31 62,218 $3,387,000 -71
   Physician Wealth Solutions Inc. 13 - 2024-03-31 60,911 $3,315,000 -156
   EQIS CAPITAL MANAGEMENT, INC. 67 - 2024-03-31 59,805 $3,255,000 -1,103
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 28 - 2024-03-31 55,980 $3,047,000 -34,801
   GRAND WEALTH MANAGEMENT LLC 14 - 2024-03-31 55,359 $3,013,000 -1,942
   ARK & TLK INVESTMENTS LLC 17 - 2024-03-31 49,741 $2,707,000 -9,135
   DELAP WEALTH ADVISORY LLC 21 - 2024-03-31 48,954 $2,665,000 -26
   Jentner Corp 11 - 2024-03-31 48,634 $2,647,000 -630
  100 Records found
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