Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Dfa Dimensional Emerging Core Equity Market Etf (DFAE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 387    15
Total shares held : 
 114,141,007  
% of shares held : 
 18.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   103  
Amount of shares held : 
 7,691,318  
% of shares held change : 
   1.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 3,114,272
 2.73%
 
Increased Positions :
192
 9,349,034
 8.19%
 
Unchanged Positions :
56
 16,094,010
 14.1%
 
Decreased Positions :
104
-3,445,259
-3.02%
 
Closed Positions :
20
-1,326,729
-1.16%
 
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
   Retirement Systems of Alabama 11 - 2024-03-31 12,668,769 $313,172,000 0
   FMR LLC 919 - 2024-03-31 5,737,869 $141,840,000 -202,072
   UBS Group AG 409 - 2024-03-31 5,116,238 $126,473,000 149,593
   ENVESTNET ASSET MANAGEMENT INC 432 - 2024-03-31 4,326,013 $106,939,000 -7,042
   BANK OF AMERICA CORP /DE/ 919 - 2024-03-31 3,899,583 $96,398,000 487,315
   MERCER GLOBAL ADVISORS INC /ADV 65 - 2024-03-31 3,660,616 $90,490,000 -86,841
   MARINER WEALTH ADVISORS, LLC 135 - 2024-03-31 2,987,923 $73,861,000 123,043
   Cable Hill Partners LLC 4 - 2024-03-31 2,587,914 $60,687,000 0
   Private Ocean LLC 4 - 2024-03-31 2,064,259 $51,028,000 256,923
   CI Private Wealth LLC 225 - 2024-03-31 1,931,336 $47,743,000 137,999
   CATALYST CAPITAL ADVISORS LLC 20 - 2024-03-31 1,778,007 $43,952,000 183,921
   Millburn Ridgefield Corp 20 - 2024-03-31 1,778,007 $43,952,000 183,921
   CREATIVE PLANNING 157 - 2024-03-31 1,650,122 $40,791,000 -109,708
   MISSION WEALTH MANAGEMENT LLC 17 - 2024-03-31 1,573,081 $38,887,000 186,525
   JANE STREET GROUP LLC 293 - 2024-03-31 1,538,886 $38,041,000 978,593
   Falcon Wealth Planning 4 - 2024-03-31 1,470,022 $36,339,000 115,393
   BANK OF MONTREAL /CAN/ 498 - 2024-03-31 1,468,187 $36,294,000 426,933
   True Link Financial Advisors LLC 11 - 2024-03-31 1,431,811 $35,394,000 55,008
   EVOKE WEALTH LLC 29 - 2024-03-31 1,207,416 $29,847,000 -5,746
   Integrated Wealth Concepts LLC 35 - 2024-03-31 1,148,748 $28,397,000 41,817
   CWM LLC 148 - 2024-03-31 1,148,674 $28,395,000 146,770
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 272 - 2024-03-31 1,053,779 $26,049,000 380,912
   Aquire Wealth Advisors LLC 3 - 2024-03-31 1,013,074 $25,043,000 46,738
   Great Point Wealth Advisors LLC 4 - 2024-03-31 999,173 $24,700,000 545,374
   BUCKINGHAM ASSET MANAGEMENT, LLC 57 - 2024-03-31 996,764 $24,640,000 43,490
   RVW Wealth LLC 13 - 2024-03-31 956,449 $23,643,000 51,233
   Root Financial Partners LLC 6 - 2024-03-31 892,200 $22,055,000 143,010
   West Financial Advisors LLC 5 - 2024-03-31 874,492 $21,617,000 13,492
   Prime Capital Investment Advisors LLC 69 - 2024-03-31 861,464 $21,295,000 123,437
   Financial Planning & Information Services Inc. 12 - 2024-03-31 830,015 $20,518,000 5,116
   ROYAL BANK OF CANADA 1117 - 2024-03-31 821,611 $20,311,000 95,199
   RAM Investment Partners LLC 7 - 2024-03-31 808,149 $19,977,000 50,778
   LEDYARD NATIONAL BANK 8 - 2024-03-31 775,187 $19,163,000 27,499
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 532 - 2024-03-31 752,500 $18,602,000 -523,543
   Aveo Capital Partners LLC 8 - 2024-03-31 726,588 $18,557,000 26,614
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 10 - 2024-03-31 744,802 $18,412,000 54,533
   WPWealth LLP 7 - 2024-03-31 715,039 $17,676,000 65,128
   Diversified Portfolios Inc. 10 - 2024-03-31 669,782 $16,557,000 2,694
   EQIS CAPITAL MANAGEMENT, INC. 11 - 2024-03-31 661,506 $16,352,000 -5,852
   JFS WEALTH ADVISORS, LLC 19 - 2024-03-31 658,691 $16,283,000 -16,003
   MARQUETTE ASSET MANAGEMENT INC. 13 - 2024-03-31 647,504 $16,006,000 5,722
   Great Waters Wealth Management 10 - 2024-03-31 622,222 $15,381,000 -58,276
   CPA Asset Management LLC 3 - 2024-03-31 619,085 $15,304,000 -2,427
   Moisand Fitzgerald Tamayo LLC 15 - 2024-03-31 558,373 $13,803,000 28,264
   BALYASNY ASSET MANAGEMENT LLC 566 - 2024-03-31 548,062 $13,548,000 342,229
   Perigon Wealth Management LLC 50 - 2024-03-31 542,944 $13,422,000 111,066
   Bedel Financial Consulting Inc. 6 - 2024-03-31 542,600 $13,413,000 10,819
   Colony Family Offices LLC 7 - 2024-03-31 520,146 $12,858,000 45,247
   Pallas Capital Advisors LLC 27 - 2024-03-31 510,172 $12,611,000 22,712
   Morling Financial Advisors LLC 5 - 2024-03-31 508,577 $12,572,000 88,139
   MODERA WEALTH MANAGEMENT, LLC 97 - 2024-03-31 501,915 $12,407,000 138,243
   J P MORGAN CHASE & CO 1936 - 2024-03-31 501,230 $12,390,000 27,392
   MML INVESTORS SERVICES LLC 355 - 2024-03-31 496,739 $12,279,000 20,833
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 74 - 2024-03-31 490,963 $12,137,000 9,500
   PARK AVENUE SECURITIES LLC 98 - 2024-03-31 487,841 $12,059,000 61,136
   Annandale Capital LLC 9 - 2024-03-31 476,514 $11,779,000 61,798
   BEDEL FINANCIAL CONSULTING INC 5 - 2023-09-30 516,151 $11,650,000 0
   Creative Capital Management Investments LLC 6 - 2024-03-31 458,440 $11,333,000 33,610
   DiNuzzo Private Wealth Inc. 19 - 2024-03-31 458,386 $11,331,000 4,343
   OLD MISSION CAPITAL LLC 59 - 2024-03-31 449,926 $11,122,000 265,495
   TCI Wealth Advisors Inc. 20 - 2024-03-31 448,942 $11,098,000 76,452
   HIGHTOWER ADVISORS, LLC 658 - 2024-03-31 445,043 $11,001,000 93,323
   UMA Financial Services Inc. 11 - 2024-03-31 454,567 $10,923,000 10,505
   Buckingham Strategic Partners 38 - 2024-03-31 438,688 $10,844,000 318,108
   MATHER GROUP, INC. 60 - 2024-03-31 446,398 $10,763,000 -395
   CFS Investment Advisory Services LLC 10 - 2024-03-31 432,479 $10,691,000 -6,881
   EFFICIENT ADVISORS, LLC 31 - 2024-03-31 420,802 $10,402,000 31,436
   FOUNDERS FINANCIAL SECURITIES LLC 22 - 2024-03-31 420,146 $10,386,000 -152,970
   GeoWealth Management LLC 49 - 2024-03-31 419,294 $10,365,000 26,984
   HORIZON INVESTMENTS, LLC/SC 53 - 2024-03-31 413,228 $10,215,000 -150,971
   Envision Financial Planning LLC 2 - 2024-03-31 407,999 $10,086,000 55,502
   H D Vest Advisory Services 172 *New 2024-03-31 403,053 $9,963,000 403,053
   Resources Investment Advisors Inc. 126 - 2024-03-31 397,475 $9,826,000 225,739
   BRIGHTON JONES LLC 42 - 2024-03-31 393,687 $9,732,000 32,708
   Avondale Wealth Management 5 - 2024-03-31 385,851 $9,538,000 18,983
   AWM CAPITAL LLC 17 - 2024-03-31 376,983 $9,319,000 -21,247
   PRIVATE CAPITAL MANAGEMENT LLC 12 - 2024-03-31 368,374 $9,106,000 34,351
   Pioneer Wealth Management Group 6 - 2024-03-31 368,000 $9,097,000 42,656
   SOL CAPITAL MANAGEMENT CO 20 - 2024-03-31 366,249 $9,054,000 2,543
   Wescott Financial Advisory Group LLC 18 - 2024-03-31 352,027 $8,702,000 60,280
   Chico Wealth RIA 3 - 2024-03-31 351,820 $8,697,000 19,813
   TCP Asset Management LLC 17 - 2024-03-31 346,741 $8,571,000 75,604
   EVERGREEN CAPITAL MANAGEMENT LLC 84 - 2024-03-31 342,935 $8,477,000 -250
   Dynamic Advisors Solutions LLC 88 - 2024-03-31 341,325 $8,438,000 -16,366
   COLLECTIVE FAMILY OFFICE LLC 9 - 2024-03-31 337,403 $8,341,000 18,442
   BURNS WEALTH MANAGEMENT, INC. 103 - 2024-03-31 331,285 $8,189,000 6,197
   Beaird Harris Wealth Management LLC 23 - 2024-03-31 330,770 $8,177,000 853
   Keyes Stange & Wooten Wealth Management LLC 5 - 2024-03-31 327,562 $8,097,000 37,754
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 461 - 2024-03-31 324,606 $8,024,000 189,894
   DDFG Inc 13 - 2024-03-31 323,899 $8,007,000 -84,146
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 413 - 2023-09-30 351,173 $7,926,000 59
   Bridgewater Advisors Inc. 21 - 2024-03-31 314,919 $7,785,000 32,208
   Index Fund Advisors Inc. 13 - 2024-03-31 313,585 $7,752,000 36,575
   PBMares Wealth Management LLC 14 - 2024-03-31 311,026 $7,689,000 47,742
   Shore Point Advisors LLC 7 - 2024-03-31 309,909 $7,661,000 -3,319
   COMMONWEALTH EQUITY SERVICES LLC. 925 - 2024-03-31 305,303 $7,547,000 -311,715
   SC&H Financial Advisors Inc. 12 - 2024-03-31 302,509 $7,478,000 6,745
   Vawter Financial Ltd. 6 - 2024-03-31 290,510 $7,181,000 8,648
   FirstPurpose Wealth LLC 6 - 2024-03-31 286,133 $7,113,000 13,951
   CAPTRUST FINANCIAL ADVISORS 416 - 2024-03-31 287,107 $7,097,000 28,228
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us