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Get Institutions for : 
Dfa Dimensional Us High Profitability Etf (DUHP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 219    13
Total shares held : 
 133,058,684  
% of shares held : 
 98.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   99  
Amount of shares held : 
 14,490,789  
% of shares held change : 
   10.77%  
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 :
27
 6,591,054
 4.95%
 
Increased Positions :
128
 16,042,711
 12.06%
 
Unchanged Positions :
22
 5,699,431
 4.28%
 
Decreased Positions :
42
-6,617,295
-4.97%
 
Closed Positions :
14
-1,525,681
-1.15%
 
Guru Positions :
1
6,639
 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
   MERCER GLOBAL ADVISORS INC /ADV 8 - 2024-03-31 26,312,470 $831,737,000 6,998,213
   ENVESTNET ASSET MANAGEMENT INC 61 - 2024-03-31 25,649,219 $810,772,000 5,848,884
   MERRIMAN WEALTH MANAGEMENT, LLC 2 - 2024-03-31 8,103,057 $256,138,000 292,095
   Forum Financial Management LP 8 - 2024-03-31 7,078,694 $223,758,000 -119,690
   Vista Wealth Management Group LLC 1 - 2024-03-31 6,691,202 $211,509,000 -13,226
   ALESCO ADVISORS LLC 11 - 2024-03-31 2,642,225 $83,521,000 328,998
   CI Private Wealth LLC 163 - 2024-03-31 2,457,635 $77,686,000 -248,976
   Aprio Wealth Management LLC 1 - 2024-03-31 2,449,728 $77,436,000 518,375
   PURE FINANCIAL ADVISORS, INC. 11 - 2024-03-31 2,404,910 $76,019,000 506,118
   HIGHTOWER ADVISORS, LLC 191 - 2024-03-31 2,265,770 $71,622,000 98,342
   LVZ Advisors Inc. 5 - 2024-03-31 2,023,901 $63,975,000 856,386
   CAPTRUST FINANCIAL ADVISORS 96 - 2024-03-31 1,990,181 $62,910,000 -74,749
   BKD WEALTH ADVISORS LLC 12 - 2024-03-31 1,887,385 $59,660,000 49,734
   BUCKINGHAM ASSET MANAGEMENT, LLC 27 - 2024-03-31 1,860,862 $58,822,000 1,110,170
   BANK OF MONTREAL /CAN/ 386 - 2024-03-31 1,772,350 $56,113,000 175,992
   Bouchey Financial Group Ltd 4 - 2024-03-31 1,675,906 $52,975,000 107,271
   UBS Group AG 742 - 2024-03-31 1,633,437 $51,633,000 1,619,466
   Planning Center Inc. 3 - 2024-03-31 1,626,829 $51,424,000 27,353
   QUANTITATIVE ADVANTAGE LLC 1 *New 2023-03-31 2,040,981 $51,310,000 2,040,981
   Resources Investment Advisors Inc. 34 - 2024-03-31 1,377,498 $43,543,000 287,298
   DiNuzzo Private Wealth Inc. 6 - 2024-03-31 1,329,817 $42,036,000 1,042
   PARK AVENUE SECURITIES LLC 30 - 2024-03-31 1,311,439 $41,455,000 173,117
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 193 - 2024-03-31 1,308,443 $41,360,000 880,732
   Pathstone Holdings LLC 80 - 2024-03-31 1,267,456 $40,064,000 167,528
   Safeguard Investment Advisory Group LLC 2 - 2024-03-31 1,250,354 $39,524,000 113,503
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 5 - 2024-03-31 1,146,759 $36,249,000 67,805
   EFFICIENT ADVISORS, LLC 18 - 2024-03-31 1,135,705 $35,900,000 8,518
   Ullmann Financial Group Inc. 4 - 2024-03-31 1,134,512 $35,862,000 41,050
   CATALYST CAPITAL ADVISORS LLC 23 - 2024-03-31 1,043,052 $32,971,000 0
   Millburn Ridgefield Corp 23 - 2024-03-31 1,043,052 $32,971,000 0
   EQIS CAPITAL MANAGEMENT, INC. 3 - 2024-03-31 1,034,847 $32,712,000 -100,736
   COMMONWEALTH EQUITY SERVICES LLC. 345 - 2024-03-31 1,025,314 $32,410,000 114,006
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 360 - 2024-03-31 1,009,411 $31,907,000 76,486
   FINANCIAL CONSULATE INC 4 - 2024-03-31 1,002,346 $31,684,000 11,899
   Paragon Wealth Strategies LLC 7 *New 2023-12-31 1,072,575 $30,686,000 1,072,575
   True Wealth Design LLC 4 - 2024-03-31 923,799 $29,201,000 122,130
   PATHSTONE FAMILY OFFICE, LLC 69 - 2023-09-30 1,124,693 $28,272,000 -1,201,893
   Sequoia Financial Advisors LLC 72 - 2024-03-31 828,707 $26,195,000 37,664
   Beacon Pointe Advisors LLC 78 - 2024-03-31 812,638 $25,687,000 66,336
   Christopher J. Hasenberg Inc 3 - 2024-03-31 812,479 $25,682,000 -72,208
   LIBERTY WEALTH MANAGEMENT LLC 3 - 2024-03-31 805,903 $25,480,000 -20,574
   SAX WEALTH ADVISORS LLC 10 - 2024-03-31 795,088 $25,133,000 149,229
   Grunden Financial Advisory Inc. 3 - 2024-03-31 793,995 $25,098,000 1,749
   BetterWealth LLC 3 - 2024-03-31 767,204 $24,251,000 -4,510
   Retirement Solution Inc. 3 - 2024-03-31 711,641 $22,495,000 -4,701
   Vestmark Advisory Solutions Inc. 18 - 2024-03-31 692,333 $21,885,000 53,345
   Chicago Partners Investment Group LLC 22 - 2024-03-31 705,565 $21,315,000 41,928
   GREAT OAK CAPITAL PARTNERS LLC 3 - 2024-03-31 667,467 $21,099,000 175,487
   HANSON MCCLAIN, INC. 69 - 2024-03-31 627,790 $19,844,000 -3,295
   AlTi Global Inc. 24 - 2024-03-31 622,350 $19,672,000 147,200
   Clarius Group LLC 13 - 2024-03-31 608,287 $19,228,000 571,911
   Leading Edge Financial Planning LLC 5 - 2024-03-31 606,955 $19,186,000 62,991
   Empowered Funds LLC 41 *New 2024-03-31 600,621 $18,986,000 600,621
   Kestra Advisory Services LLC 160 - 2024-03-31 591,288 $18,691,000 54,106
   Buckingham Strategic Partners 26 - 2024-03-31 584,403 $18,473,000 183,277
   Meredith Wealth Planning 2 - 2024-03-31 578,828 $18,297,000 54,941
   BANK OF AMERICA CORP /DE/ 2011 - 2024-03-31 572,618 $18,100,000 201,429
   MB Generational Wealth LLC 2 - 2024-03-31 536,388 $16,955,000 72,909
   FISCHER INVESTMENT STRATEGIES LLC 1 - 2024-03-31 533,319 $16,858,000 53,074
   Syverson Strege & Co 3 - 2024-03-31 520,266 $16,446,000 5,215
   STIFEL FINANCIAL CORP 627 - 2024-03-31 510,603 $16,140,000 96,788
   Goss Wealth Management LLC 153 - 2024-03-31 510,402 $16,134,000 71,753
   Oceanside Advisors LLC 1 - 2024-03-31 502,009 $15,868,000 6,663
   AE Wealth Management LLC 163 - 2024-03-31 476,142 $15,051,000 -728,567
   Fortress Wealth Management Inc. 2 - 2024-03-31 472,479 $14,935,000 11,434
   Arlington Financial Advisors LLC 11 *New 2024-03-31 445,157 $14,071,000 445,157
   Baird Financial Group Inc. 405 - 2024-03-31 442,162 $13,977,000 414,452
   OPUS CAPITAL GROUP LLC 16 *New 2024-03-31 420,306 $13,286,000 420,306
   TRIAD FINANCIAL ADVISORS INC. 6 - 2023-09-30 511,060 $13,129,000 164,225
   Strategic Investment Solutions Inc. /IL 6 - 2023-12-31 458,407 $13,115,000 -5,915,349
   HUTCHINSON CAPITAL MANAGEMENT/CA 18 - 2024-03-31 414,426 $13,100,000 263,590
   Lutz Financial Services LLC 27 - 2024-03-31 412,899 $13,052,000 62,588
   WCG Wealth Advisors LLC 25 - 2024-03-31 400,339 $12,655,000 114,688
   FOUNDERS FINANCIAL SECURITIES LLC 18 - 2024-03-31 398,429 $12,594,000 -214,277
   WEBSTERROGERS FINANCIAL ADVISORS LLC 7 - 2024-03-31 397,072 $12,551,000 -56,800
   Kooman & Associates 5 - 2024-03-31 393,238 $12,430,000 2,168
   HORIZON INVESTMENTS, LLC/SC 43 - 2024-03-31 393,023 $12,423,000 -213,985
   PINNACLE ASSOCIATES LTD 133 - 2024-03-31 384,196 $12,144,000 -2,366
   Pinnacle Wealth Management Advisory Group LLC 19 - 2024-03-31 384,196 $12,144,000 -2,366
   West Financial Advisors LLC 8 - 2024-03-31 379,605 $11,999,000 6,876
   CPA Asset Management LLC 4 - 2024-03-31 379,253 $11,988,000 13,425
   SATOVSKY ASSET MANAGEMENT LLC 7 - 2024-03-31 375,342 $11,865,000 -26,663
   REDW Stanley Financial Advisors LLC 6 - 2024-03-31 363,437 $11,488,000 38,715
   TCI Wealth Advisors Inc. 18 - 2024-03-31 354,642 $11,210,000 38,596
   MARINER WEALTH ADVISORS, LLC 482 - 2024-03-31 351,748 $11,119,000 78,470
   Bridgewater Advisors Inc. 14 - 2024-03-31 351,184 $11,101,000 59,782
   Aveo Capital Partners LLC 19 - 2024-03-31 356,454 $10,822,000 -1,016
   BURNS WEALTH MANAGEMENT, INC. 77 - 2024-03-31 340,647 $10,768,000 66,967
   LEGACY FINANCIAL GROUP INC. 8 - 2024-03-31 340,137 $10,752,000 23,904
   TCP Asset Management LLC 14 - 2024-03-31 334,484 $10,573,000 64,234
   PHILLIPS FINANCIAL MANAGEMENT LLC 30 - 2024-03-31 321,270 $10,155,000 64,044
   PBMares Wealth Management LLC 11 - 2024-03-31 317,015 $10,021,000 60,997
   INTREPID CAPITAL MANAGEMENT INC 2 - 2024-03-31 301,773 $9,539,000 15,741
   ROYAL BANK OF CANADA 1518 - 2024-03-31 297,490 $9,403,000 80,318
   RAYMOND JAMES & ASSOCIATES 1224 - 2024-03-31 285,042 $9,010,000 98,989
   FINANCIAL ENGINES ADVISORS L.L.C. 85 *New 2024-03-31 280,097 $8,854,000 280,097
   J P MORGAN CHASE & CO 2126 - 2024-03-31 291,239 $8,760,000 18,135
   RFG Advisory Group LLC 56 - 2024-03-31 271,845 $8,593,000 -3,089
   Applied Capital LLC 7 - 2024-03-31 268,429 $8,485,000 13,327
   Intelligence Driven Advisers LLC 17 - 2024-03-31 256,090 $8,095,000 -13,219
  100 Records found
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