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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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 747 - 2024-03-31 433,393 $11,251,000 34,085
   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
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 2176 - 2024-03-31 142,704 $3,705,000 81,299
   PBMares Wealth Management LLC 23 - 2024-03-31 130,160 $3,379,000 12,600
   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
   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
   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
   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
   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
   Brainard Capital Management LLC 28 - 2023-03-31 44,690 $1,045,000 11,654
   TRIAD FINANCIAL ADVISORS INC. 35 - 2023-09-30 35,824 $848,000 7,729
   BANK OF AMERICA CORP /DE/ 4150 - 2024-03-31 31,103 $807,000 11,902
   Kestra Advisory Services LLC 1406 - 2024-03-31 29,043 $754,000 9,680
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1996 - 2024-03-31 26,374 $685,000 1,732
   HANOVER ADVISORS INC 42 - 2024-03-31 23,838 $619,000 5,307
   LINCOLN NATIONAL CORP 685 - 2024-03-31 22,592 $586,000 552
   DORSEY & WHITNEY TRUST CO LLC 335 - 2024-03-31 21,719 $564,000 9,739
   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
   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
   Integrated Wealth Concepts LLC 1464 - 2024-03-31 8,404 $218,000 9
   Bruce G. Allen Investments LLC 135 - 2024-03-31 4,605 $120,000 5
   PHILLIPS FINANCIAL MANAGEMENT LLC 195 - 2024-03-31 3,532 $92,000 1,224
   Family CFO Inc 42 - 2024-03-31 2,517 $65,000 806
   Aspire Wealth Management Corp 138 - 2024-03-31 1,448 $38,000 47
   Aspire Private Capital LLC 267 - 2024-03-31 1,313 $34,000 304
   Versant Capital Management Inc 650 - 2024-03-31 486 $13,000 291
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1758 - 2024-03-31 519 $13,000 79
  71 Records found
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