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Get Institutions for : 
Dfa Dimensional Us Large Cap Value Etf (DFLV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 153    24
Total shares held : 
 35,314,167  
% of shares held : 
 39.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   87  
Amount of shares held : 
 5,052,028  
% of shares held change : 
   5.61%  
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 :
29
 2,186,722
 6.19%
 
Increased Positions :
81
 4,391,848
 12.44%
 
Unchanged Positions :
25
 7,413,462
 20.99%
 
Decreased Positions :
18
-1,395,521
-3.95%
 
Closed Positions :
5
-131,021
-0.37%
 
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
   EASTERN BANK 32 *New 2024-03-31 875,907 $26,269,000 875,907
   BOS Asset Management LLC 4 *New 2024-03-31 239,137 $7,172,000 239,137
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 99 *New 2024-03-31 133,307 $3,998,000 133,307
   Buckingham Strategic Partners 157 *New 2024-03-31 68,738 $2,061,000 68,738
   Eldridge Investment Advisors Inc. 42 *New 2024-03-31 67,643 $2,029,000 67,643
   Equius Partners Inc. *New 2022-12-31 67,090 $1,646,000 67,090
   STIFEL FINANCIAL CORP 2250 *New 2024-03-31 29,649 $889,000 29,649
   Sanctuary Wealth Management L.L.C. 23 *New 2024-03-31 27,414 $822,000 27,414
   Werba Rubin Papier Wealth Management 61 *New 2024-03-31 22,411 $672,000 22,411
   CREATIVE PLANNING 1797 *New 2024-03-31 17,854 $535,000 17,854
   HILLTOP HOLDINGS INC. 430 *New 2024-03-31 12,832 $385,000 12,832
   PCA Investment Advisory Services Inc. 71 *New 2024-03-31 11,815 $354,000 11,815
   Foster Group Inc. 153 *New 2024-03-31 10,791 $324,000 10,791
   ML & R WEALTH MANAGEMENT LLC 60 *New 2024-03-31 8,544 $256,000 8,544
   PBMares Wealth Management LLC 167 *New 2024-03-31 7,345 $220,000 7,345
   DOPKINS WEALTH MANAGEMENT LLC 73 *New 2024-03-31 7,089 $213,000 7,089
   BIDWELL C M & ASSOCIATES LTD/ 227 *New 2024-03-31 1,678 $50,000 1,678
   US BANCORP 2908 *New 2024-03-31 959 $29,000 959
   Providence Capital Advisors LLC 193 *New 2024-03-31 849 $25,000 849
   WELLS FARGO & CO/MN 5280 *New 2024-03-31 174 $5,000 174
   Financial Synergies Wealth Advisors Inc. 444 *New 2024-03-31 33 $1,000 33
   JJJ Advisors Inc. 1076 *New 2024-03-31 5 $0 5
  22 Records found
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