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Get Institutions for : 
Dfa Dimensional Us Real Estate Etf (DFAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 175    19
Total shares held : 
 22,912,103  
% of shares held : 
 25.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 3,425  
% of shares held change : 
   0%  
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 :
28
 1,463,828
 6.39%
 
Increased Positions :
81
 2,667,807
 11.64%
 
Unchanged Positions :
29
 1,186,814
 5.18%
 
Decreased Positions :
37
-4,038,383
-17.63%
 
Closed Positions :
9
-89,827
-0.39%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for the current period

  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
   Resource Planning Group 20 *New 2023-12-31 88,097 $2,520,000 88,097
   Laurel Wealth Advisors Inc. 333 *New 2022-12-31 26,562 $562,000 26,562
   Empowered Funds LLC 1063 *New 2024-03-31 24,008 $537,000 24,008
   Apella Capital LLC 199 *New 2024-03-31 20,350 $452,000 20,350
   MELFA WEALTH MANAGEMENT LLC 79 *New 2024-03-31 20,029 $448,000 20,029
   Nalls Sherbakoff Group LLC 54 *New 2023-12-31 14,797 $336,000 14,797
   D E SHAW & CO INC 2438 *New 2024-03-31 14,295 $320,000 14,295
   WorthPointe LLC 53 *New 2024-03-31 12,026 $269,000 12,026
   Simplicity WealthLLC 958 *New 2024-03-31 11,951 $267,000 11,951
   Sawtooth Asset Management Inc. 877 *New 2023-12-31 11,529 $262,000 11,529
   EnRich Financial Partners LLC 44 *New 2024-03-31 11,571 $259,000 11,571
   UMA Financial Services Inc. 162 *New 2024-03-31 10,251 $211,000 10,251
   CHEVY CHASE TRUST HOLDINGS, INC. 604 *New 2024-03-31 8,984 $201,000 8,984
   Bogart Wealth LLC 419 *New 2024-03-31 1,697 $38,000 1,697
   Kathleen S. Wright Associates Inc. 169 *New 2024-03-31 779 $17,000 779
   Colonial Trust Co / SC 699 *New 2024-03-31 681 $15,000 681
   MATHER GROUP, INC. 1212 *New 2024-03-31 376 $9,000 376
   Aptus Capital Advisors LLC 1029 *New 2024-03-31 409 $9,000 409
   Pinnacle Bank 795 *New 2024-03-31 90 $2,000 90
  19 Records found
  1    
  Page 1 of 1
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