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Get Institutions for : 
Dfa Dimensional Emerging Markets Value Etf (DFEV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 115    11
Total shares held : 
 14,645,954  
% of shares held : 
 16.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 1,735,533  
% of shares held change : 
   1.93%  
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 :
18
 1,168,190
 7.98%
 
Increased Positions :
53
 1,925,234
 13.15%
 
Unchanged Positions :
19
 780,884
 5.33%
 
Decreased Positions :
25
-595,777
-4.07%
 
Closed Positions :
7
-762,114
-5.2%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Asset Dedication LLC 4 - 2024-03-31 2,162,013 $56,152,000 130,448
   Comprehensive Portfolio Management LLC 20 - 2024-03-31 924,188 $23,992,000 32,079
   True Wealth Design LLC 7 - 2024-03-31 767,213 $19,917,000 26,890
   MARQUETTE ASSET MANAGEMENT INC. 12 - 2024-03-31 620,351 $16,104,000 4,829
   Beacon Pointe Advisors LLC 135 - 2024-03-31 572,745 $14,868,000 21,899
   JANNEY MONTGOMERY SCOTT LLC 473 - 2024-03-31 460,938 $11,966,000 -3,441
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 747 - 2024-03-31 433,393 $11,251,000 34,085
   EQIS CAPITAL MANAGEMENT, INC. 20 - 2024-03-31 420,979 $10,929,000 -11,242
   JANE STREET GROUP LLC 783 - 2024-03-31 398,116 $10,335,000 110,005
   Evanson Asset Management LLC 28 - 2024-03-31 377,586 $9,802,000 41,304
   BURNS WEALTH MANAGEMENT, INC. 93 - 2024-03-31 348,187 $9,039,000 64,146
   Opes Wealth Management LLC 11 - 2024-03-31 328,829 $8,536,000 -2,444
   Aveo Capital Partners LLC 31 - 2024-03-31 268,564 $7,275,000 7,960
   Graves-Light Private Wealth Management Inc. 32 - 2024-03-31 269,489 $6,996,000 33,469
   BANK OF MONTREAL /CAN/ 977 - 2024-03-31 244,254 $6,353,000 28,204
   Financial Architects LLC 10 - 2024-03-31 234,380 $6,085,000 32,210
   Blume Capital Management Inc. 28 - 2024-03-31 230,914 $5,995,000 5,303
   DiNuzzo Private Wealth Inc. 23 - 2024-03-31 211,678 $5,495,000 1,224
   Bridgeworth LLC - 2023-12-31 195,483 $4,926,000 3,519
   AE Wealth Management LLC 304 - 2024-03-31 183,794 $4,771,000 -85,691
   Heritage Financial Services LLC 13 - 2024-03-31 177,799 $4,616,000 -1,514,816
   Index Fund Advisors Inc. 16 - 2024-03-31 176,306 $4,577,000 31,440
   ALESCO ADVISORS LLC 43 - 2024-03-31 162,511 $4,219,000 24,657
   Vestmark Advisory Solutions Inc. 138 - 2024-03-31 155,730 $4,043,000 23,703
   SENTINEL TRUST CO LBA 33 - 2024-03-31 147,500 $3,829,000 0
   ENVESTNET ASSET MANAGEMENT INC 2176 - 2024-03-31 142,704 $3,705,000 81,299
   BB&T CORP 1007 - 2024-03-31 137,840 $3,578,000 -369
   PATHSTONE FAMILY OFFICE, LLC 345 - 2023-09-30 146,643 $3,471,000 -387,935
   PBMares Wealth Management LLC 23 - 2024-03-31 130,160 $3,379,000 12,600
   Breakwater Capital Group 30 - 2024-03-31 129,602 $3,364,000 -12,088
   Pathstone Holdings LLC 668 - 2024-03-31 129,334 $3,358,000 -69,650
   Sterling Financial Planning Inc. 24 - 2024-03-31 117,605 $3,053,000 15,378
   Relaxing Retirement Coach 17 - 2023-06-30 124,616 $3,037,000 2,909
   CITADEL ADVISORS LLC 2098 *New 2024-03-31 112,308 $2,916,000 112,308
   Goss Wealth Management LLC 559 - 2024-03-31 110,282 $2,863,000 16,186
   Cordant Inc. 13 - 2024-03-31 109,431 $2,841,000 27,051
   Retirement Solution Inc. 14 - 2024-03-31 104,528 $2,714,000 286
   CI Private Wealth LLC 912 - 2024-03-31 100,554 $2,610,000 4,847
   SAVANT CAPITAL MANAGEMENT INC 296 - 2024-03-31 97,715 $2,537,000 -38,453
   Verum Partners LLC 28 - 2024-03-31 96,331 $2,501,000 3,218
   MARYLAND CAPITAL ADVISORS INC. 17 - 2024-03-31 91,650 $2,379,000 3,555
   Root Financial Partners LLC 22 - 2024-03-31 86,304 $2,240,000 11,922
   Sequoia Financial Advisors LLC 324 - 2024-03-31 76,439 $1,984,000 5,519
   LAM GROUP INC. 19 - 2024-03-31 74,600 $1,937,000 25
   Betterment LLC 156 - 2024-03-31 73,448 $1,907,000 22,237
   Family Investment Center Inc. 24 - 2024-03-31 70,390 $1,827,000 55,453
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 45 - 2024-03-31 69,021 $1,792,000 13,709
   Steward Partners Investment Advisory LLC 610 - 2024-03-31 68,814 $1,786,000 11,098
   Resources Investment Advisors Inc. 378 - 2024-03-31 65,304 $1,695,000 11,996
   Chicago Partners Investment Group LLC 224 - 2024-03-31 64,768 $1,679,000 7,075
   Glass Jacobson Investment Advisors llc 53 - 2024-03-31 63,597 $1,651,000 6,732
   BKA Wealth Consulting Inc. 11 - 2024-03-31 58,765 $1,526,000 2,683
   White Wing Wealth Management 15 *New 2024-03-31 58,232 $1,517,000 58,232
   Applied Capital LLC 19 - 2024-03-31 57,294 $1,487,000 -256
   J P MORGAN CHASE & CO 3170 - 2024-03-31 54,582 $1,417,000 4,908
   OLD MISSION CAPITAL LLC 303 - 2024-03-31 54,011 $1,402,000 437
   EnRich Financial Partners LLC 22 - 2024-03-31 53,804 $1,397,000 -573
   Abel Hall LLC 18 - 2024-03-31 51,068 $1,326,000 1,328
   COMMONWEALTH EQUITY SERVICES LLC. 2097 - 2024-03-31 46,217 $1,200,000 8,328
   Tortoise Investment Management LLC 104 - 2024-03-31 43,150 $1,120,000 25,973
   ADVISOR PARTNERS II LLC 472 - 2023-09-30 44,306 $1,049,000 5,389
   Deschutes Portfolio Strategy LLC 66 - 2024-03-31 40,360 $1,048,000 0
   Brainard Capital Management LLC 28 - 2023-03-31 44,690 $1,045,000 11,654
   RCS Financial Planning LLC 35 - 2024-03-31 39,676 $1,030,000 -5,835
   CARDIFF PARK ADVISORS LLC 106 - 2024-03-31 35,762 $928,000 -10,558
   Atria Wealth Solutions Inc. 963 - 2024-03-31 33,744 $876,000 -489
   TRIAD FINANCIAL ADVISORS INC. 35 - 2023-09-30 35,824 $848,000 7,729
   GIBSON CAPITAL MANAGEMENT, LTD. 22 - 2024-03-31 31,982 $830,000 0
   BANK OF AMERICA CORP /DE/ 4150 - 2024-03-31 31,103 $807,000 11,902
   Edge Financial Advisors LLC 48 - 2024-03-31 30,351 $789,000 0
   Kestra Advisory Services LLC 1406 - 2024-03-31 29,043 $754,000 9,680
   Oceanside Advisors LLC 23 - 2024-03-31 28,732 $746,000 -590
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1996 - 2024-03-31 26,374 $685,000 1,732
   Strata Wealth Advisors LLC 43 *New 2024-03-31 25,536 $663,000 25,536
   HANOVER ADVISORS INC 42 - 2024-03-31 23,838 $619,000 0
   Unison Advisors LLC 137 - 2024-03-31 23,411 $608,000 -2,970
   Altiora Financial Group LLC 50 - 2024-03-31 22,650 $588,000 0
   LINCOLN NATIONAL CORP 685 - 2024-03-31 22,592 $586,000 552
   WEALTHSOURCE PARTNERS LLC 286 - 2023-12-31 23,026 $580,000 -1,600
   DORSEY & WHITNEY TRUST CO LLC 335 - 2024-03-31 21,719 $564,000 9,739
   Allen Capital Group LLC 132 - 2024-03-31 17,652 $458,000 -3,846
   Moisand Fitzgerald Tamayo LLC 70 - 2024-03-31 17,380 $451,000 296
   Rather & Kittrell Inc. 61 - 2024-03-31 16,663 $433,000 4,016
   FISCHER INVESTMENT STRATEGIES LLC 21 - 2024-03-31 16,320 $424,000 -131,939
   CSS LLC/IL 275 *New 2024-03-31 16,063 $417,000 16,063
   RAYMOND JAMES & ASSOCIATES 3165 - 2024-03-31 15,249 $396,000 6,219
   Heritage Wealth Management Inc./Texas 28 - 2024-03-31 14,301 $371,000 14
   BOS Asset Management LLC 82 - 2024-03-31 14,021 $364,000 1,463
   Tranquility Partners LLC 154 - 2024-03-31 13,919 $361,000 1,500
   Grunden Financial Advisory Inc. 17 - 2024-03-31 13,193 $342,000 1,588
   Schubert & Co 24 - 2024-03-31 13,112 $340,000 4,431
   FIRETHORN WEALTH PARTNERS LLC 100 - 2024-03-31 12,863 $334,000 4,355
   Pettinga Financial Advisors LLC 99 - 2024-03-31 12,050 $313,000 -1,616
   HIGHTOWER ADVISORS, LLC 2652 - 2024-03-31 11,335 $293,000 -191
   AMERICAN INVESTMENT SERVICES INC. 133 - 2024-03-31 10,765 $279,000 0
   Rehmann Capital Advisory Group 497 *New 2024-03-31 9,714 $252,000 9,714
   MRAZ, AMERINE & ASSOCIATES, INC. 151 - 2024-03-31 9,470 $246,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 648 - 2024-03-31 9,393 $244,000 -800
   Equitable Holdings Inc. 1035 *New 2024-03-31 8,987 $233,000 8,987
   Forum Financial Management LP 657 - 2024-03-31 8,439 $219,000 -771
  100 Records found
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