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Get Institutions for : 
Dfa Dimensional Glbl Sustainability Fx Inc Etf (DFSB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    4
Total shares held : 
 3,184,834  
% of shares held : 
 35.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 1,587,225  
% of shares held change : 
   17.64%  
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 :
7
 41,422
 1.3%
 
Increased Positions :
18
 1,703,345
 53.48%
 
Unchanged Positions :
10
 238,650
 7.49%
 
Decreased Positions :
6
-81,881
-2.57%
 
Closed Positions :
3
-75,661
-2.38%
 
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
   RFG Advisory Group LLC 40 - 2024-03-31 203,688 $10,547,000 7,592
   Quantum Financial Advisors LLC 17 - 2024-03-31 170,928 $8,851,000 60,254
   CI Private Wealth LLC 763 - 2024-03-31 78,840 $4,082,000 5,395
   Apella Capital LLC 94 - 2024-03-31 39,585 $2,034,000 27,327
   Samalin Investment Counsel LLC 35 - 2024-03-31 26,510 $1,373,000 18,232
   BetterWealth LLC 28 - 2024-03-31 15,993 $828,000 831
   FirstPurpose Wealth LLC 61 - 2024-03-31 16,093 $825,000 3,581
   DiNuzzo Private Wealth Inc. 33 - 2024-03-31 14,676 $760,000 278
   Concord Wealth Partners 124 - 2024-03-31 12,475 $646,000 890
   RAM Investment Partners LLC 34 - 2024-03-31 12,110 $627,000 2,633
   OHE FINANCIAL INC 168 - 2024-03-31 10,444 $541,000 3,336
   Baldrige Asset Management LLC 67 - 2023-03-31 10,192 $528,000 7,657
   HART & PATTERSON FINANCIAL GROUP LLC 48 - 2024-03-31 9,675 $501,000 4,384
   Kestra Advisory Services LLC 1689 - 2024-03-31 9,117 $472,000 3,229
   Buckingham Strategic Partners 372 - 2024-03-31 9,072 $470,000 213
   LPL FINANCIAL CORP 3783 - 2024-03-31 8,872 $459,000 804
   LifePro Asset Management 83 - 2024-03-31 7,408 $384,000 1,401
   Goss Wealth Management LLC 1566 - 2024-03-31 6,499 $336,000 2,529
   Rehmann Capital Advisory Group 424 - 2024-03-31 6,403 $332,000 1,705
   Level Financial Advisors Inc. 58 - 2024-03-31 5,990 $310,000 1,623
   Tanager Wealth Management LLP 73 - 2024-03-31 5,220 $270,000 5,220
   Pathstone Holdings LLC 2021 - 2024-03-31 4,848 $251,000 22
   PATHSTONE FAMILY OFFICE, LLC 1421 - 2023-09-30 4,657 $232,000 24
   GRAND WEALTH MANAGEMENT LLC 41 - 2024-03-31 4,450 $230,000 567
   J P MORGAN CHASE & CO 4463 - 2024-03-31 1,974 $102,000 1,952
   CARDIFF PARK ADVISORS LLC 291 - 2024-03-31 1,772 $92,000 314
   ZRC WEALTH MANAGEMENT LLC 262 - 2024-03-31 612 $32,000 24
  27 Records found
  1    
  Page 1 of 1
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