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Get Institutions for : 
Dimensional U S Equity Etf (DFUS)  
$57.22 0.43 (0.76%) as of 4:30 Fri 5/31


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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 : 
 $46.51  
Last Quarter's Ending Price : 
 $51.83  
Last Quarter's Average Price : 
 $48.41  
Change from last quarter's     
avg. price to the last closing  : 
8.81 (18.2%)  




 
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: 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
   Index Fund Advisors Inc. 3 - 2024-03-31 5,994,170 $341,548,000 -26,533
   Plancorp LLC 2 - 2024-03-31 5,121,033 $291,796,000 -130,294
   ENVESTNET ASSET MANAGEMENT INC 218 - 2024-03-31 4,204,542 $239,575,000 -29,514
   TCI Wealth Advisors Inc. 2 - 2024-03-31 2,276,910 $129,738,000 -7,442
   ML & R WEALTH MANAGEMENT LLC 1 - 2024-03-31 2,216,646 $126,304,000 -125,564
   CREATIVE PLANNING 84 - 2024-03-31 1,717,662 $97,872,000 -13,906
   Intelligence Driven Advisers LLC 1 - 2024-03-31 1,701,852 $96,972,000 -60,592
   CI Private Wealth LLC 141 - 2024-03-31 1,633,116 $93,055,000 -27,261
   Sequoia Financial Advisors LLC 17 - 2024-03-31 1,618,735 $92,236,000 -8,075
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 102 - 2024-03-31 1,429,280 $81,440,000 -19,675
   Forum Financial Management LP 12 - 2024-03-31 1,355,438 $77,233,000 -28,793
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 93 - 2024-03-31 1,249,083 $71,173,000 -20,734
   MODERA WEALTH MANAGEMENT, LLC 24 - 2024-03-31 1,198,233 $68,275,000 -6,186
   Foster Group Inc. 8 - 2024-03-31 1,147,777 $65,400,000 -42,187
   SAVANT CAPITAL MANAGEMENT INC 24 - 2024-03-31 1,048,897 $59,766,000 -470,178
   Austin Asset Management Co Inc 3 - 2024-03-31 1,033,902 $58,912,000 -9,807
   RSM US WEALTH MANAGEMENT LLC 14 - 2024-03-31 1,013,345 $57,740,000 -16,968
   LPL FINANCIAL CORP 503 - 2024-03-31 1,000,312 $56,998,000 -95,571
   Evanson Asset Management LLC 8 - 2024-03-31 957,840 $54,578,000 -8,830
   MONTICELLO WEALTH MANAGEMENT LLC 4 - 2024-03-31 781,944 $44,555,000 -7,007
   McLean Asset Management Corp 1 - 2024-03-31 684,257 $38,681,000 -10,410
   AMERICAN INVESTMENT SERVICES INC. 3 - 2024-03-31 653,176 $37,218,000 -1,961
   Apella Capital LLC 15 - 2024-03-31 642,843 $36,340,000 -24,036
   Wealthstream Advisors Inc. 1 - 2024-03-31 623,675 $35,537,000 -34,193
   Mason & Associates Inc 3 - 2024-03-31 558,777 $31,839,000 -402,804
   Heritage Investment Group Inc. 8 - 2024-03-31 513,653 $29,268,000 -540
   ARK & TLK INVESTMENTS LLC 2 - 2024-03-31 511,360 $29,137,000 -14,483
   Retirement Solution Inc. 2 - 2024-03-31 500,927 $28,543,000 -4,493
   DIXON FNANCIAL SERVICES INC. 4 - 2024-03-31 479,334 $27,312,000 -2,693
   FMFE Wealth Management LLC 3 - 2024-03-31 373,433 $21,278,000 -5,590
   MML INVESTORS SERVICES LLC 246 - 2024-03-31 359,160 $20,465,000 -2,810
   Security Financial Services INC. 3 - 2024-03-31 312,462 $17,804,000 -2,595
   Symmetry Partner LLC 20 - 2024-03-31 311,583 $17,754,000 -5,803
   Private Advisor Group LLC 159 - 2024-03-31 297,804 $16,969,000 -16,561
   Warwick Investment Management Inc. 6 - 2024-03-31 293,573 $16,728,000 -27,124
   Vista Wealth Management Group LLC 17 - 2024-03-31 281,189 $16,022,000 -225
   Larson Financial Group LLC 17 - 2024-03-31 271,974 $15,497,000 -14,389
   Strategic Investment Solutions Inc. /IL 4 - 2023-12-31 297,232 $15,406,000 -2,173,206
   Ruedi Wealth Management Inc. 4 - 2024-03-31 261,408 $14,895,000 -5,891
   CarsonAllaria Wealth Management Ltd. 3 - 2024-03-31 256,293 $14,604,000 -674
   KEB ASSET MANAGEMENT LLC 6 - 2024-03-31 254,264 $14,488,000 -2,778
   PBMares Wealth Management LLC 7 - 2024-03-31 235,928 $13,443,000 -775
   CLARIS ADVISORS LLC / MO / 5 - 2024-03-31 226,316 $12,895,000 -4,116
   AWM CAPITAL LLC 15 - 2024-03-31 200,264 $11,411,000 -5,807
   Private Wealth Management Group LLC 7 - 2024-03-31 187,384 $10,677,000 -2,923
   Alpha Financial Advisors LLC 8 - 2024-03-31 185,758 $10,585,000 -79
   Advisor Group Holdings Inc. 661 - 2024-03-31 184,642 $10,521,000 -102,625
   OLIO Financial Planning 6 - 2024-03-31 201,694 $10,488,000 -3,142
   CAPTRUST FINANCIAL ADVISORS 346 - 2024-03-31 176,678 $10,067,000 -29,132
   Tillman Hartley LLC 7 - 2024-03-31 176,191 $10,039,000 -1,118
   Envision Financial Planning LLC 3 - 2024-03-31 168,531 $9,603,000 -945
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 16 - 2024-03-31 166,039 $9,461,000 -121,081
   Treynor Bancshares Inc. 3 - 2024-03-31 165,591 $9,435,000 -8,849
   Cresset Asset Management LLC 263 - 2024-03-31 162,213 $9,243,000 -705
   Hill Investment Group Partners LLC 17 - 2024-03-31 156,592 $8,923,000 -96
   CAPITAL PERFORMANCE ADVISORS LLP 8 - 2024-03-31 154,858 $8,824,000 -2,174
   Rehmann Capital Advisory Group 27 - 2024-03-31 154,542 $8,806,000 -157
   RF&L WEALTH MANAGEMENT LLC 4 - 2024-03-31 147,283 $8,392,000 -500
   PROVISE MANAGEMENT GROUP LLC 51 - 2024-03-31 124,449 $7,091,000 -240
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 495 - 2024-03-31 121,140 $6,903,000 -21,550
   Consolidated Planning Corp 24 - 2024-03-31 119,498 $6,809,000 -37,652
   Hemington Wealth Management 8 - 2024-03-31 117,282 $6,683,000 -46
   EQIS CAPITAL MANAGEMENT, INC. 36 - 2024-03-31 115,149 $6,561,000 -2,089
   Quantum Financial Advisors LLC 18 - 2024-03-31 108,916 $6,206,000 -618
   SNS Financial Group LLC 23 - 2024-03-31 107,883 $6,147,000 -3,145
   CFS Investment Advisory Services LLC 19 - 2024-03-31 105,384 $6,005,000 -4,677
   Certified Advisory Corp 34 - 2024-03-31 102,443 $5,837,000 -7,991
   EnRich Financial Partners LLC 16 - 2024-03-31 93,106 $5,305,000 -168
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 107 - 2024-03-31 92,885 $5,293,000 -61
   DOPKINS WEALTH MANAGEMENT LLC 7 - 2024-03-31 92,079 $5,247,000 -1,094
   Gemmer Asset Management LLC 36 - 2024-03-31 87,693 $4,997,000 -1,459
   SAND HILL ADVISORS INC/CA 67 - 2024-03-31 75,343 $4,293,000 -261
   ADVISORY SERVICES NETWORK, LLC 260 - 2024-03-31 70,324 $4,007,000 -540
   LVZ Advisors Inc. 14 - 2024-03-31 69,796 $3,977,000 -2,727
   COLONY GROUP, LLC 380 - 2024-03-31 63,950 $3,644,000 -80
   Apollon Wealth Management LLC 162 - 2024-03-31 62,892 $3,584,000 -22,690
   WEBSTERROGERS FINANCIAL ADVISORS LLC 25 - 2024-03-31 58,338 $3,324,000 -653
   Pinnacle Wealth Planning Services Inc. 35 - 2024-03-31 54,654 $3,114,000 -2,247
   Rain Capital Management LLC 11 - 2024-03-31 52,788 $3,008,000 -11,979
   Moisand Fitzgerald Tamayo LLC 28 - 2024-03-31 49,407 $2,815,000 -4,337
   True Wealth Design LLC 20 - 2024-03-31 49,137 $2,800,000 -464
   Financial Council Asset Management Inc 16 - 2024-03-31 48,387 $2,757,000 -7,035
   Avestar Capital LLC 58 - 2024-03-31 47,731 $2,720,000 -188,282
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 10 - 2024-03-31 47,246 $2,692,000 -485
   Caerus Investment Advisors LLC 13 - 2024-03-31 46,098 $2,627,000 -2,000
   Capital Financial Planning LLC 19 - 2023-09-30 55,256 $2,572,000 -315
   Lauterbach Financial Advisors LLC 9 - 2024-03-31 44,975 $2,563,000 -4,898
   Beaird Harris Wealth Management LLC 38 - 2024-03-31 44,371 $2,528,000 -1,954
   Baird Financial Group Inc. 879 - 2024-03-31 43,991 $2,507,000 -3,853
   ELEVATE WEALTH ADVISORY INC 14 - 2024-03-31 43,207 $2,462,000 -513
   TRIAD FINANCIAL ADVISORS INC. 16 - 2023-09-30 51,655 $2,405,000 -556
   American Capital Advisory LLC 9 - 2024-03-31 49,482 $2,198,000 -29,040
   NBT BANK N A /NY 134 - 2024-03-31 38,480 $2,193,000 -350
   Silicon Hills Wealth Management LLC 16 - 2023-06-30 45,280 $2,181,000 -1,822
   NORTHERN TRUST CORP 2929 - 2024-03-31 36,604 $2,086,000 -1,858
   Safeguard Investment Advisory Group LLC 17 - 2024-03-31 35,525 $2,024,000 -3,959
   Cassady Schiller Wealth Management LLC 24 - 2024-03-31 33,290 $1,897,000 -8,871
   Yoder Wealth Management Inc. 25 - 2024-03-31 32,992 $1,880,000 -235
   Strategic Financial Concepts LLC 57 - 2024-03-31 32,265 $1,838,000 -105
   PINNACLE FINANCIAL PARTNERS INC 230 - 2024-03-31 31,688 $1,806,000 -4,911
  100 Records found
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