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Get Institutions for : 
Dimensional Funds plc - World Equity Fund (DFAX)  
$26.09 0.19 (0.73%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 403    5
Total shares held : 
 195,790,455  
% of shares held : 
 21.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   35  
Amount of shares held : 
 -11,174,295  
% of shares held change : 
   -1.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.21  
Last Quarter's Ending Price : 
 $24.42  
Last Quarter's Average Price : 
 $22.87  
Change from last quarter's     
avg. price to the last closing  : 
3.22 (14.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 739,436
 0.38%
 
Increased Positions :
159
 8,829,879
 4.51%
 
Unchanged Positions :
90
 8,501,310
 4.34%
 
Decreased Positions :
129
-19,208,908
-9.81%
 
Closed Positions :
20
-1,534,702
-0.78%
 
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 9 - 2024-03-31 11,533,051 $293,401,000 -114,679
   COMERICA BANK 30 - 2024-03-31 4,496,412 $114,389,000 -2,648
   Plancorp LLC 5 - 2024-03-31 4,190,989 $106,619,000 -6,123
   ALERUS FINANCIAL NA 2 - 2024-03-31 3,914,964 $99,597,000 -33,254
   JFS WEALTH ADVISORS, LLC 1 - 2024-03-31 3,801,476 $96,710,000 -63,466
   HANSON MCCLAIN, INC. 20 - 2024-03-31 3,682,172 $93,674,000 -17,026
   Pathstone Holdings LLC 39 - 2024-03-31 3,282,227 $83,500,000 -33,801
   PATHSTONE FAMILY OFFICE, LLC 31 - 2023-09-30 3,273,413 $73,717,000 -204,757
   Evanson Asset Management LLC 4 - 2024-03-31 2,836,700 $72,166,000 -34,882
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 3 - 2024-03-31 1,944,723 $49,474,000 -1,190,744
   BANK OF AMERICA CORP /DE/ 1367 - 2024-03-31 1,681,824 $42,786,000 -30,272
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 28 - 2024-03-31 1,585,013 $40,323,000 -27,638
   Forum Financial Management LP 16 - 2024-03-31 1,559,561 $39,675,000 -37,182
   Altiora Financial Group LLC 2 - 2024-03-31 1,327,409 $33,769,000 -12,580
   CARDIFF PARK ADVISORS LLC 4 - 2024-03-31 1,253,350 $31,885,000 -33,957
   MERCER GLOBAL ADVISORS INC /ADV 149 - 2024-03-31 1,225,526 $31,177,000 -925
   Meridian Wealth Partners LLC 6 - 2024-03-31 1,029,699 $26,196,000 -28,865
   ROYAL BANK OF CANADA 1004 - 2024-03-31 1,006,006 $25,592,000 -132,773
   HIGHTOWER ADVISORS, LLC 414 - 2024-03-31 981,674 $24,964,000 -63,783
   Resources Investment Advisors Inc. 58 - 2024-03-31 911,084 $23,178,000 -10,698
   Apella Capital LLC 23 - 2024-03-31 883,427 $22,660,000 -33,900
   Symmetry Partner LLC 15 - 2024-03-31 823,987 $20,962,000 -129,747
   COMERICA SECURITIESINC. 9 - 2023-09-30 916,863 $20,648,000 -19,179
   CI Private Wealth LLC 390 - 2024-03-31 775,170 $19,720,000 -1,208
   RWM Asset Management LLC 2 - 2024-03-31 757,905 $19,281,000 -71,607
   Advisor Group Holdings Inc. 452 - 2024-03-31 696,968 $17,731,000 -134,877
   Chicago Partners Investment Group LLC 27 - 2024-03-31 675,465 $16,893,000 -18,453
   Prosperity Planning Inc. 3 - 2024-03-31 630,565 $16,042,000 -5,617
   JANE STREET GROUP LLC 599 - 2024-03-31 605,366 $15,401,000 -1,005,490
   HTG Investment Advisors Inc. 3 - 2024-03-31 588,057 $14,960,000 -46,291
   Grunden Financial Advisory Inc. 6 - 2024-03-31 548,690 $13,959,000 -10,307
   MODERA WEALTH MANAGEMENT, LLC 88 - 2024-03-31 532,978 $13,559,000 -4,582
   IFG Advisory LLC 15 - 2024-03-31 531,584 $13,524,000 -13,755
   CLARIS ADVISORS LLC / MO / 4 - 2024-03-31 524,487 $13,343,000 -270
   SAVANT CAPITAL MANAGEMENT INC 111 - 2024-03-31 475,480 $12,096,000 -58,829
   Lauterbach Financial Advisors LLC 3 - 2024-03-31 465,938 $11,853,000 -18,049
   Robertson Stephens Wealth Management LLC 31 - 2024-03-31 459,746 $11,696,000 -15,479
   ARK & TLK INVESTMENTS LLC 4 - 2024-03-31 425,201 $10,817,000 -4,429
   AMERICAN INVESTMENT SERVICES INC. 14 - 2024-03-31 408,625 $10,395,000 -5,796
   Trust Co of the South 9 - 2024-03-31 408,452 $10,391,000 -6,806
   Integrated Wealth Concepts LLC 154 - 2024-03-31 401,678 $10,219,000 -25,714
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 469 - 2024-03-31 394,719 $10,042,000 -10,733
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 4 - 2024-03-31 375,804 $9,560,000 -41
   EP WEALTH ADVISORS, INC. 112 - 2024-03-31 370,693 $9,430,000 -4,367
   Hemington Wealth Management 7 - 2024-03-31 350,880 $8,927,000 -7,943
   Moisand Fitzgerald Tamayo LLC 17 - 2024-03-31 328,175 $8,349,000 -1,713
   MARINER WEALTH ADVISORS, LLC 558 - 2024-03-31 326,807 $8,314,000 -3,645
   CAPTRUST FINANCIAL ADVISORS 400 - 2024-03-31 298,462 $7,593,000 -5,076
   CREATIVE PLANNING 479 - 2024-03-31 298,229 $7,587,000 -2,866
   Eldridge Investment Advisors Inc. 13 - 2024-03-31 298,066 $7,583,000 -3,833
   Strategic Investment Solutions Inc. /IL 12 - 2023-12-31 288,837 $7,053,000 -6,207,460
   Henrickson Nauta Wealth Advisors Inc. 10 - 2024-03-31 272,593 $6,899,000 -3,803
   PHILLIPS FINANCIAL MANAGEMENT LLC 42 - 2024-03-31 265,183 $6,746,000 -31,670
   Hassell Wealth Management LLC 7 - 2024-03-31 268,208 $6,708,000 -909
   Warwick Investment Management Inc. 12 - 2024-03-31 263,614 $6,706,000 -42,601
   MATHER GROUP, INC. 79 - 2024-03-31 267,001 $6,520,000 -90,507
   BAYSHORE ASSET MANAGEMENT LLC 8 - 2024-03-31 245,680 $6,250,000 -14,478
   DELAP WEALTH ADVISORY LLC 8 - 2024-03-31 242,417 $6,167,000 -81
   Peirce Capital Management LLC 12 - 2024-03-31 240,273 $6,113,000 -4,456
   DiNuzzo Private Wealth Inc. 22 - 2024-03-31 219,931 $5,595,000 -862
   AWM CAPITAL LLC 23 - 2024-03-31 203,434 $5,175,000 -2,339
   WALDEN WEALTH PARTNERS LLC 10 - 2024-03-31 202,465 $5,132,000 -2,385
   Integrated Advisors Network LLC 105 - 2024-03-31 196,052 $4,988,000 -861
   Bridgeworth LLC - 2023-12-31 200,954 $4,907,000 -2,998
   Investment Advisory Group LLC 14 - 2024-03-31 181,870 $4,627,000 -8,058
   RAM Investment Partners LLC 12 - 2024-03-31 175,598 $4,467,000 -6,414
   Cetera Investment Advisers 369 - 2024-03-31 173,492 $4,414,000 -721
   RS CRUM INC. 14 - 2024-03-31 164,215 $4,178,000 -7,901
   Tillman Hartley LLC 17 - 2024-03-31 162,854 $4,143,000 -99
   ML & R WEALTH MANAGEMENT LLC 10 - 2024-03-31 156,166 $3,973,000 -19,033
   Evernest Financial Advisors LLC 15 - 2024-03-31 156,722 $3,857,000 -14,140
   Summit Wealth Group LLC 10 - 2024-03-31 146,171 $3,719,000 -607
   Harbor Group Inc. 21 - 2024-03-31 117,856 $2,998,000 -4,064
   Versant Capital Management Inc 23 - 2024-03-31 117,309 $2,984,000 -2,086
   KEB ASSET MANAGEMENT LLC 15 - 2024-03-31 114,126 $2,903,000 -1,772
   KRAFT ASSET MANAGEMENT LLC 10 - 2024-03-31 111,243 $2,830,000 -3,063
   Rockwood Wealth Management LLC 19 - 2024-03-31 108,918 $2,771,000 -720
   FIRETHORN WEALTH PARTNERS LLC 12 - 2024-03-31 108,335 $2,756,000 -41,541
   Wealth Architects LLC 42 - 2024-03-31 107,509 $2,735,000 -590
   Rehmann Capital Advisory Group 92 - 2024-03-31 105,511 $2,684,000 -2,368
   NORTHWEST WEALTH MANAGEMENT LLC 33 - 2024-03-31 103,366 $2,630,000 -1,234
   FINANCIAL NETWORK 906 - 2024-03-31 101,858 $2,591,000 -243
   Western Wealth Management LLC 104 - 2024-03-31 101,491 $2,582,000 -1,778
   OLD MISSION CAPITAL LLC 204 - 2024-03-31 96,419 $2,453,000 -532,814
   Cherry Tree Wealth Management LLC 41 - 2024-03-31 94,803 $2,412,000 -557
   BIDWELL C M & ASSOCIATES LTD/ 16 - 2024-03-31 89,865 $2,286,000 -2,875
   McCarthy Asset Management Inc. 15 - 2024-03-31 89,676 $2,281,000 -5,688
   UMA Financial Services Inc. 38 - 2024-03-31 88,996 $2,187,000 -21
   ANCORA ADVISORS, LLC 258 - 2024-03-31 85,323 $2,171,000 -36,634
   AE Wealth Management LLC 474 - 2024-03-31 81,255 $2,067,000 -88,174
   Alpha Financial Advisors LLC 14 - 2024-03-31 74,903 $1,906,000 -1,229
   MCCORMACK ADVISORS INTERNATIONAL 375 - 2024-03-31 73,807 $1,878,000 -223
   CVA Family Office LLC 52 - 2024-03-31 70,967 $1,805,000 -376
   Applied Capital LLC 16 - 2024-03-31 70,038 $1,782,000 -875
   MORRIS FINANCIAL CONCEPTS INC. 20 - 2024-03-31 68,390 $1,740,000 -77
   Waypoint Wealth Partners Inc. 20 - 2024-03-31 67,899 $1,727,000 -2,611
   LAM GROUP INC. 23 - 2024-03-31 67,253 $1,711,000 -5
   Capital Group Private Client Services Inc. 213 - 2024-03-31 58,491 $1,488,000 -83
   Cresset Asset Management LLC 800 - 2024-03-31 56,061 $1,426,000 -17,790
   MULTIFINANCIAL SECURITIES CORP 991 - 2024-03-31 55,199 $1,404,000 -288
  100 Records found
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