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My Recent Searches
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Dimensional Intl Sustainability Core 1 Etf (DFSI) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
 |
98  10 |
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Total
shares held :
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6,979,452 |
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% of shares
held :
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7.75% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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42 |
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Amount
of shares held :
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538,517 |
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% of shares
held change :
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0.6% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Greenspring Advisors LLC |
7 |
- |
2024-03-31 |
204,413 |
$6,883,000 |
0 |
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| Perigon Wealth Management LLC |
279 |
- |
2024-03-31 |
47,657 |
$1,605,000 |
0 |
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| WALDEN WEALTH PARTNERS LLC |
47 |
- |
2024-03-31 |
15,052 |
$499,000 |
0 |
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| Investment Advisory Group LLC |
96 |
- |
2024-03-31 |
12,274 |
$413,000 |
0 |
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| Passive Capital Management LLC. |
40 |
- |
2023-03-31 |
13,100 |
$394,000 |
0 |
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| Frank Rimerman Advisors LLC |
92 |
- |
2024-03-31 |
8,316 |
$280,000 |
0 |
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| Relaxing Retirement Coach |
68 |
- |
2023-06-30 |
7,431 |
$226,000 |
0 |
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| HANSON MCCLAIN, INC. |
1017 |
- |
2024-03-31 |
3,000 |
$101,000 |
0 |
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| RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
81 |
- |
2024-03-31 |
2,879 |
$97,000 |
0 |
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| JFS WEALTH ADVISORS, LLC |
382 |
- |
2024-03-31 |
2,044 |
$69,000 |
0 |
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| Cherry Tree Wealth Management LLC |
300 |
- |
2024-03-31 |
713 |
$24,000 |
0 |
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| Signature Resources Capital Management LLC |
137 |
- |
2024-03-31 |
687 |
$22,000 |
0 |
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| Farther Finance Advisors LLC |
1574 |
- |
2024-03-31 |
436 |
$15,000 |
0 |
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| Mendota Financial Group LLC |
220 |
- |
2024-03-31 |
394 |
$13,000 |
0 |
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| Blume Capital Management Inc. |
273 |
- |
2024-03-31 |
150 |
$5,000 |
0 |
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| McIlrath & Eck LLC |
752 |
- |
2024-03-31 |
129 |
$4,000 |
0 |
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| Nelson Van Denburg & Campbell Wealth Management Gr |
2166 |
- |
2024-03-31 |
89 |
$3,000 |
0 |
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| PROEQUITIES INC. |
4143 |
- |
2024-03-31 |
0 |
$0 |
0 |
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18 Records found
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1
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Page 1 of 1 |
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