Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Dfa Dimensional Inflation-protected Securities Etf (DFIP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    4
Total shares held : 
5,965,018  
% of shares held : 
6.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
812,021  
% of shares held change : 
  0.9%  
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 :
13
 1,171,493
 19.64%
 
Increased Positions :
34
 664,261
 11.14%
 
Unchanged Positions :
11
 187,525
 3.14%
 
Decreased Positions :
26
-862,190
-14.45%
 
Closed Positions :
9
-161,543
-2.71%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Altiora Financial Group LLC 22 - 2024-03-31 85,150 $3,512,000 0
   MONOGRAPH WEALTH ADVISORS LLC 76 - 2024-03-31 16,105 $664,000 0
   Applied Capital LLC 29 - 2024-03-31 14,793 $610,000 0
   SC&H Financial Advisors Inc. 103 - 2024-03-31 8,834 $364,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 155 - 2024-03-31 6,728 $278,000 0
   Chico Wealth RIA 25 - 2024-03-31 6,363 $262,000 0
   Global Trust Asset Management LLC 151 - 2024-03-31 5,578 $230,000 0
   Rehmann Capital Advisory Group 519 - 2024-03-31 5,572 $230,000 0
   PATHSTONE FAMILY OFFICE, LLC 1436 - 2023-09-30 5,716 $227,000 0
   PRINCIPAL SECURITIES INC. 1198 - 2024-03-31 2,904 $120,000 0
   Baldrige Asset Management LLC 233 - 2023-03-31 364 $16,000 0
   Orion Capital Management LLC 352 - 2024-03-31 307 $13,000 0
   Qube Research & Technologies Ltd 3278 - 2024-03-31 245 $10,000 0
   HARBOUR INVESTMENTS INC. 2859 - 2023-12-31 21 $1,000 0
   PROEQUITIES INC. 4322 - 2024-03-31 0 $0 0
   GRADIENT INVESTMENTS LLC 1889 *New 2024-03-31 0 $0 0

  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results