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Get Institutions for : 
Dfa Dimensional Us High Profitability Etf (DUHP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 219    13
Total shares held : 
 133,058,684  
% of shares held : 
 98.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   99  
Amount of shares held : 
 14,490,789  
% of shares held change : 
   10.77%  
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 :
27
 6,591,054
 4.95%
 
Increased Positions :
128
 16,042,711
 12.06%
 
Unchanged Positions :
22
 5,699,431
 4.28%
 
Decreased Positions :
42
-6,617,295
-4.97%
 
Closed Positions :
14
-1,525,681
-1.15%
 
Guru Positions :
1
6,639
 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
   MERCER GLOBAL ADVISORS INC /ADV 8 - 2024-03-31 26,312,470 $831,737,000 6,998,213
   ENVESTNET ASSET MANAGEMENT INC 61 - 2024-03-31 25,649,219 $810,772,000 5,848,884
   MERRIMAN WEALTH MANAGEMENT, LLC 2 - 2024-03-31 8,103,057 $256,138,000 292,095
   ALESCO ADVISORS LLC 11 - 2024-03-31 2,642,225 $83,521,000 328,998
   Aprio Wealth Management LLC 1 - 2024-03-31 2,449,728 $77,436,000 518,375
   PURE FINANCIAL ADVISORS, INC. 11 - 2024-03-31 2,404,910 $76,019,000 506,118
   HIGHTOWER ADVISORS, LLC 191 - 2024-03-31 2,265,770 $71,622,000 98,342
   LVZ Advisors Inc. 5 - 2024-03-31 2,023,901 $63,975,000 856,386
   BKD WEALTH ADVISORS LLC 12 - 2024-03-31 1,887,385 $59,660,000 49,734
   BUCKINGHAM ASSET MANAGEMENT, LLC 27 - 2024-03-31 1,860,862 $58,822,000 1,110,170
   BANK OF MONTREAL /CAN/ 386 - 2024-03-31 1,772,350 $56,113,000 175,992
   Bouchey Financial Group Ltd 4 - 2024-03-31 1,675,906 $52,975,000 107,271
   UBS Group AG 742 - 2024-03-31 1,633,437 $51,633,000 1,619,466
   Planning Center Inc. 3 - 2024-03-31 1,626,829 $51,424,000 27,353
   Resources Investment Advisors Inc. 34 - 2024-03-31 1,377,498 $43,543,000 287,298
   DiNuzzo Private Wealth Inc. 6 - 2024-03-31 1,329,817 $42,036,000 1,042
   PARK AVENUE SECURITIES LLC 30 - 2024-03-31 1,311,439 $41,455,000 173,117
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 193 - 2024-03-31 1,308,443 $41,360,000 880,732
   Pathstone Holdings LLC 80 - 2024-03-31 1,267,456 $40,064,000 167,528
   Safeguard Investment Advisory Group LLC 2 - 2024-03-31 1,250,354 $39,524,000 113,503
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 5 - 2024-03-31 1,146,759 $36,249,000 67,805
   EFFICIENT ADVISORS, LLC 18 - 2024-03-31 1,135,705 $35,900,000 8,518
   Ullmann Financial Group Inc. 4 - 2024-03-31 1,134,512 $35,862,000 41,050
   COMMONWEALTH EQUITY SERVICES LLC. 345 - 2024-03-31 1,025,314 $32,410,000 114,006
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 360 - 2024-03-31 1,009,411 $31,907,000 76,486
   FINANCIAL CONSULATE INC 4 - 2024-03-31 1,002,346 $31,684,000 11,899
   True Wealth Design LLC 4 - 2024-03-31 923,799 $29,201,000 122,130
   Sequoia Financial Advisors LLC 72 - 2024-03-31 828,707 $26,195,000 37,664
   Beacon Pointe Advisors LLC 78 - 2024-03-31 812,638 $25,687,000 66,336
   SAX WEALTH ADVISORS LLC 10 - 2024-03-31 795,088 $25,133,000 149,229
   Grunden Financial Advisory Inc. 3 - 2024-03-31 793,995 $25,098,000 1,749
   Vestmark Advisory Solutions Inc. 18 - 2024-03-31 692,333 $21,885,000 53,345
   Chicago Partners Investment Group LLC 22 - 2024-03-31 705,565 $21,315,000 41,928
   GREAT OAK CAPITAL PARTNERS LLC 3 - 2024-03-31 667,467 $21,099,000 175,487
   AlTi Global Inc. 24 - 2024-03-31 622,350 $19,672,000 147,200
   Clarius Group LLC 13 - 2024-03-31 608,287 $19,228,000 571,911
   Leading Edge Financial Planning LLC 5 - 2024-03-31 606,955 $19,186,000 62,991
   Kestra Advisory Services LLC 160 - 2024-03-31 591,288 $18,691,000 54,106
   Buckingham Strategic Partners 26 - 2024-03-31 584,403 $18,473,000 183,277
   Meredith Wealth Planning 2 - 2024-03-31 578,828 $18,297,000 54,941
   BANK OF AMERICA CORP /DE/ 2011 - 2024-03-31 572,618 $18,100,000 201,429
   MB Generational Wealth LLC 2 - 2024-03-31 536,388 $16,955,000 72,909
   FISCHER INVESTMENT STRATEGIES LLC 1 - 2024-03-31 533,319 $16,858,000 53,074
   Syverson Strege & Co 3 - 2024-03-31 520,266 $16,446,000 5,215
   STIFEL FINANCIAL CORP 627 - 2024-03-31 510,603 $16,140,000 96,788
   Goss Wealth Management LLC 153 - 2024-03-31 510,402 $16,134,000 71,753
   Oceanside Advisors LLC 1 - 2024-03-31 502,009 $15,868,000 6,663
   Fortress Wealth Management Inc. 2 - 2024-03-31 472,479 $14,935,000 11,434
   Baird Financial Group Inc. 405 - 2024-03-31 442,162 $13,977,000 414,452
   TRIAD FINANCIAL ADVISORS INC. 6 - 2023-09-30 511,060 $13,129,000 164,225
   HUTCHINSON CAPITAL MANAGEMENT/CA 18 - 2024-03-31 414,426 $13,100,000 263,590
   Lutz Financial Services LLC 27 - 2024-03-31 412,899 $13,052,000 62,588
   WCG Wealth Advisors LLC 25 - 2024-03-31 400,339 $12,655,000 114,688
   Kooman & Associates 5 - 2024-03-31 393,238 $12,430,000 2,168
   West Financial Advisors LLC 8 - 2024-03-31 379,605 $11,999,000 6,876
   CPA Asset Management LLC 4 - 2024-03-31 379,253 $11,988,000 13,425
   REDW Stanley Financial Advisors LLC 6 - 2024-03-31 363,437 $11,488,000 38,715
   TCI Wealth Advisors Inc. 18 - 2024-03-31 354,642 $11,210,000 38,596
   MARINER WEALTH ADVISORS, LLC 482 - 2024-03-31 351,748 $11,119,000 78,470
   Bridgewater Advisors Inc. 14 - 2024-03-31 351,184 $11,101,000 59,782
   BURNS WEALTH MANAGEMENT, INC. 77 - 2024-03-31 340,647 $10,768,000 66,967
   LEGACY FINANCIAL GROUP INC. 8 - 2024-03-31 340,137 $10,752,000 23,904
   TCP Asset Management LLC 14 - 2024-03-31 334,484 $10,573,000 64,234
   PHILLIPS FINANCIAL MANAGEMENT LLC 30 - 2024-03-31 321,270 $10,155,000 64,044
   PBMares Wealth Management LLC 11 - 2024-03-31 317,015 $10,021,000 60,997
   INTREPID CAPITAL MANAGEMENT INC 2 - 2024-03-31 301,773 $9,539,000 15,741
   ROYAL BANK OF CANADA 1518 - 2024-03-31 297,490 $9,403,000 80,318
   RAYMOND JAMES & ASSOCIATES 1224 - 2024-03-31 285,042 $9,010,000 98,989
   J P MORGAN CHASE & CO 2126 - 2024-03-31 291,239 $8,760,000 18,135
   Applied Capital LLC 7 - 2024-03-31 268,429 $8,485,000 13,327
   Abel Hall LLC 3 - 2024-03-31 245,085 $7,747,000 916
   Level Financial Advisors Inc. 7 - 2024-03-31 238,211 $7,530,000 66,270
   Avondale Wealth Management 7 - 2024-03-31 232,157 $7,338,000 7,130
   Waycross Investment Management Co 2 - 2024-03-31 231,647 $7,322,000 32,374
   MORGAN STANLEY 3523 - 2024-03-31 231,518 $7,318,000 102,519
   Crown Wealth Group LLC 7 - 2024-03-31 230,963 $7,301,000 381
   Waypoint Capital Advisors LLC 16 - 2024-03-31 229,166 $7,244,000 37,012
   Gemmer Asset Management LLC 33 - 2024-03-31 215,072 $6,798,000 57,556
   Midwest Heritage Bank FSB 9 - 2024-03-31 212,680 $6,723,000 48,621
   CARDIFF PARK ADVISORS LLC 26 - 2024-03-31 212,700 $6,723,000 14
   Dynamic Advisors Solutions LLC 112 - 2024-03-31 209,514 $6,623,000 10,977
   FAMILY WEALTH PARTNERS LLC 8 - 2024-03-31 171,172 $5,411,000 63,375
   WALDEN WEALTH PARTNERS LLC 9 - 2024-03-31 172,683 $5,336,000 11,919
   CLARIS ADVISORS LLC / MO / 8 - 2024-03-31 166,114 $5,251,000 13,068
   LPL FINANCIAL CORP 1747 - 2024-03-31 162,342 $5,132,000 30,986
   Equitable Holdings Inc. 248 - 2024-03-31 151,210 $4,780,000 70,460
   Landmark Financial Advisors LLC 17 - 2023-12-31 158,626 $4,538,000 9,754
   Advisor Group Holdings Inc. 1152 - 2024-03-31 132,521 $4,189,000 25,922
   Envision Financial Planning LLC 6 - 2024-03-31 131,931 $4,170,000 17,862
   Integrated Wealth Concepts LLC 305 - 2024-03-31 124,602 $3,939,000 3,422
   Steward Financial Group LLC 12 - 2023-09-30 141,976 $3,647,000 42,822
   Kingsview Wealth Management LLC 212 - 2024-03-31 113,489 $3,587,000 2,115
   L & S ADVISORS INC 69 - 2024-03-31 107,477 $3,397,000 553
   LINCOLN NATIONAL CORP 220 - 2024-03-31 106,661 $3,372,000 4,933
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1054 - 2024-03-31 89,542 $2,830,000 847
   Tortoise Investment Management LLC 68 - 2024-03-31 89,069 $2,815,000 3,787
   Investmark Advisory Group LLC 19 - 2024-03-31 87,447 $2,764,000 2,440
   Krasney Financial LLC 89 - 2024-03-31 83,621 $2,643,000 1,921
   VIAWEALTH LLC 14 - 2024-03-31 82,412 $2,605,000 9,773
   Main Street Financial Solutions LLC 82 - 2024-03-31 72,792 $2,301,000 3,289
  100 Records found
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