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Get Institutions for : 
Dfa Dimensional Us Core Equity Market Etf (DFAU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 349    23
Total shares held : 
 84,436,787  
% of shares held : 
 93.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   100  
Amount of shares held : 
 5,461,562  
% of shares held change : 
   6.07%  
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 :
32
 1,042,702
 1.23%
 
Increased Positions :
169
 11,180,109
 13.24%
 
Unchanged Positions :
56
 3,827,826
 4.53%
 
Decreased Positions :
92
-6,608,932
-7.83%
 
Closed Positions :
9
-152,317
-0.18%
 
Guru Positions :
1
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Hemington Wealth Management 9 *New 2024-03-31 175,855 $6,426,000 175,855
   Portfolio Strategies Inc. 23 *New 2024-03-31 142,252 $5,198,000 142,252
   Change Path LLC 100 *New 2024-03-31 142,254 $5,198,000 142,254
   FLOW TRADERS U.S. LLC 291 *New 2024-03-31 29,539 $1,079,000 29,539
   ZRC WEALTH MANAGEMENT LLC 41 *New 2024-03-31 26,284 $960,000 26,284
   Baird Financial Group Inc. 1284 *New 2024-03-31 18,248 $667,000 18,248
   PATTEN & PATTEN INC/TN 206 *New 2024-03-31 16,043 $586,000 16,043
   Patriot Financial Group Insurance Agency LLC 249 *New 2024-03-31 15,665 $572,000 15,665
   Invst LLC 156 *New 2024-03-31 12,167 $443,000 12,167
   Sensible Financial Planning & Management LLC. 27 *New 2024-03-31 10,522 $384,000 10,522
   AXXCESS WEALTH MANAGEMENT LLC 634 *New 2024-03-31 9,228 $337,000 9,228
   ELCO Management Co. LLC 114 *New 2024-03-31 8,430 $308,000 8,430
   Sprinkle Financial Consultants LLC 51 *New 2024-03-31 8,411 $307,000 8,411
   FOSTER & MOTLEY INC 329 *New 2024-03-31 8,239 $301,000 8,239
   Synergy Financial Management LLC 106 *New 2024-03-31 7,638 $279,000 7,638
   Quadrature Capital LTD 947 *New 2024-03-31 7,333 $268,000 7,333
   Ethos Financial Group LLC 200 *New 2024-03-31 6,750 $247,000 6,750
   Facet Wealth Inc. 105 *New 2024-03-31 6,587 $237,000 6,587
   ARS Wealth Advisors Group LLC 159 *New 2024-03-31 5,960 $218,000 5,960
   Wealthstream Advisors Inc. 125 *New 2024-03-31 5,941 $217,000 5,941
   Golden State Equity Partners 332 *New 2023-12-31 6,531 $217,000 6,531
   MARSHALL FINANCIAL GROUP INC /ADV 53 *New 2024-03-31 5,774 $211,000 5,774
   SOUNDMARK WEALTH MANAGEMENT LLC 69 *New 2024-03-31 5,569 $204,000 5,569
   MONTAG A & ASSOCIATES INC 626 *New 2024-03-31 1,000 $37,000 1,000
   Kathleen S. Wright Associates Inc. 187 *New 2024-03-31 280 $10,000 280
   Fortitude Family Office LLC 492 *New 2024-03-31 200 $7,000 200
   HARBOUR INVESTMENTS INC. 2346 *New 2023-12-31 189 $6,000 189
   Vermillion & White Wealth Management Group LLC 272 *New 2024-03-31 92 $3,000 92
  28 Records found
  1    
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