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Get Institutions for : 
Dfa Dimensional Emerging Core Equity Market Etf (DFAE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 387    15
Total shares held : 
 114,141,007  
% of shares held : 
 18.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   103  
Amount of shares held : 
 7,691,318  
% of shares held change : 
   1.28%  
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 :
35
 3,114,272
 2.73%
 
Increased Positions :
192
 9,349,034
 8.19%
 
Unchanged Positions :
56
 16,094,010
 14.1%
 
Decreased Positions :
104
-3,445,259
-3.02%
 
Closed Positions :
20
-1,326,729
-1.16%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 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
   FMR LLC 919 - 2024-03-31 5,737,869 $141,840,000 -202,072
   ENVESTNET ASSET MANAGEMENT INC 432 - 2024-03-31 4,326,013 $106,939,000 -7,042
   MERCER GLOBAL ADVISORS INC /ADV 65 - 2024-03-31 3,660,616 $90,490,000 -86,841
   CREATIVE PLANNING 157 - 2024-03-31 1,650,122 $40,791,000 -109,708
   EVOKE WEALTH LLC 29 - 2024-03-31 1,207,416 $29,847,000 -5,746
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 532 - 2024-03-31 752,500 $18,602,000 -523,543
   EQIS CAPITAL MANAGEMENT, INC. 11 - 2024-03-31 661,506 $16,352,000 -5,852
   JFS WEALTH ADVISORS, LLC 19 - 2024-03-31 658,691 $16,283,000 -16,003
   Great Waters Wealth Management 10 - 2024-03-31 622,222 $15,381,000 -58,276
   CPA Asset Management LLC 3 - 2024-03-31 619,085 $15,304,000 -2,427
   MATHER GROUP, INC. 60 - 2024-03-31 446,398 $10,763,000 -395
   CFS Investment Advisory Services LLC 10 - 2024-03-31 432,479 $10,691,000 -6,881
   FOUNDERS FINANCIAL SECURITIES LLC 22 - 2024-03-31 420,146 $10,386,000 -152,970
   HORIZON INVESTMENTS, LLC/SC 53 - 2024-03-31 413,228 $10,215,000 -150,971
   AWM CAPITAL LLC 17 - 2024-03-31 376,983 $9,319,000 -21,247
   EVERGREEN CAPITAL MANAGEMENT LLC 84 - 2024-03-31 342,935 $8,477,000 -250
   Dynamic Advisors Solutions LLC 88 - 2024-03-31 341,325 $8,438,000 -16,366
   DDFG Inc 13 - 2024-03-31 323,899 $8,007,000 -84,146
   Shore Point Advisors LLC 7 - 2024-03-31 309,909 $7,661,000 -3,319
   COMMONWEALTH EQUITY SERVICES LLC. 925 - 2024-03-31 305,303 $7,547,000 -311,715
   Larson Financial Group LLC 41 - 2024-03-31 282,575 $6,985,000 -23,655
   PERRITT CAPITAL MANAGEMENT INC 7 - 2024-03-31 274,782 $6,793,000 -286
   Betterment LLC 97 - 2024-03-31 268,440 $6,636,000 -25,050
   LPL FINANCIAL CORP 1597 - 2024-03-31 259,996 $6,427,000 -25,337
   LEGACY FINANCIAL GROUP INC. 14 - 2024-03-31 243,913 $6,030,000 -5,386
   PINNACLE ASSOCIATES LTD 238 - 2024-03-31 214,085 $5,292,000 -1,395
   Pinnacle Wealth Management Advisory Group LLC 41 - 2024-03-31 213,980 $5,290,000 -1,395
   tru Independence LLC 33 - 2024-03-31 209,419 $5,177,000 -51,240
   Arista Wealth Management LLC 10 - 2024-03-31 187,847 $4,644,000 -301,945
   Willow Creek Wealth Management Inc. 33 - 2023-12-31 180,937 $4,362,000 -4,973
   STIFEL FINANCIAL CORP 1272 - 2024-03-31 163,374 $4,039,000 -17,904
   Quantum Financial Advisors LLC 22 - 2024-03-31 157,842 $3,902,000 -14,280
   ML & R WEALTH MANAGEMENT LLC 12 - 2024-03-31 149,621 $3,699,000 -23,971
   Apella Capital LLC 76 - 2024-03-31 140,829 $3,550,000 -19,240
   Level Financial Advisors Inc. 15 - 2024-03-31 138,417 $3,422,000 -11,227
   MONTICELLO WEALTH MANAGEMENT LLC 62 - 2024-03-31 127,850 $3,160,000 -113,977
   SAX WEALTH ADVISORS LLC 35 - 2024-03-31 119,629 $2,957,000 -57,201
   PMFM INC. 23 - 2024-03-31 115,637 $2,859,000 -2,309
   First Command Bank 28 - 2023-06-30 121,197 $2,843,000 -30,580
   First Command Financial Services Inc. 28 - 2023-06-30 121,197 $2,843,000 -30,580
   CVA Family Office LLC 43 - 2024-03-31 109,610 $2,710,000 -17,213
   Waypoint Wealth Partners Inc. 14 - 2024-03-31 107,425 $2,656,000 -5,000
   RCS Financial Planning LLC 14 - 2024-03-31 102,202 $2,526,000 -3,708
   Heritage Wealth Management Inc. /CA/ 11 - 2024-03-31 96,524 $2,386,000 -2,635
   Annapolis Financial Services LLC 35 - 2024-03-31 95,521 $2,361,000 -170,836
   Vista Wealth Management Group LLC 57 - 2024-03-31 89,952 $2,224,000 -1,313
   Total Wealth Planning LLC 40 - 2024-03-31 71,476 $1,767,000 -350
   Versant Capital Management Inc 38 - 2024-03-31 71,334 $1,763,000 -7,717
   Garrett Investment Advisors LLC 114 - 2024-03-31 70,453 $1,742,000 -2,981
   Gradient Capital Advisors LLC 42 - 2024-03-31 64,443 $1,593,000 -733
   Breakwater Capital Group 67 - 2024-03-31 64,243 $1,588,000 -289
   Pathstone Holdings LLC 1032 - 2024-03-31 63,142 $1,561,000 -25,185
   AMERICAN INVESTMENT SERVICES INC. 68 - 2024-03-31 62,576 $1,547,000 -24,943
   OKABENA INVESTMENT SERVICES INC 48 - 2024-03-31 62,241 $1,539,000 -42,557
   WADDELL & ASSOCIATES LLC 39 - 2024-03-31 59,022 $1,459,000 -30,483
   Sequoia Financial Advisors LLC 386 - 2024-03-31 58,317 $1,442,000 -20,415
   Chicago Partners Investment Group LLC 254 - 2024-03-31 58,493 $1,431,000 -12,309
   Evanson Asset Management LLC 93 - 2024-03-31 57,439 $1,420,000 -2,828
   PrairieView Partners LLC 50 - 2024-03-31 57,359 $1,418,000 -13
   AdvisorNet Financial Inc 161 - 2024-03-31 56,661 $1,401,000 -38,292
   Nelson Van Denburg & Campbell Wealth Management Gr 219 - 2024-03-31 55,915 $1,382,000 -26,903
   Sailer Financial LLC 25 - 2024-03-31 52,548 $1,299,000 -1,837
   Valued Wealth Advisors LLC 15 - 2024-03-31 52,229 $1,291,000 -224,035
   Cahill Wealth Management LLC 21 - 2024-03-31 51,704 $1,278,000 -174
   AlTi Global Inc. 181 - 2024-03-31 47,500 $1,174,000 -40,870
   WEALTHSOURCE PARTNERS LLC 181 - 2023-12-31 47,999 $1,157,000 -3,460
   FOSTER & MOTLEY INC 196 - 2024-03-31 45,134 $1,116,000 -305
   First Command Advisory Services Inc. 62 - 2024-03-31 42,887 $1,060,000 -18,221
   RETIREMENT GUYS FORMULA LLC 64 - 2024-03-31 41,880 $1,035,000 -172
   WALDEN WEALTH PARTNERS LLC 30 - 2024-03-31 39,252 $975,000 -1,505
   Financial Advocates Investment Management 313 - 2024-03-31 39,386 $974,000 -167,029
   Morton Capital Management LLC/CA 38 - 2024-03-31 38,768 $958,000 -4,643
   SOUNDMARK WEALTH MANAGEMENT LLC 37 - 2024-03-31 38,531 $952,000 -878
   Shearwater Capital LLC 21 - 2024-03-31 36,135 $893,000 -1,501
   Relaxing Retirement Coach 40 - 2023-06-30 35,661 $837,000 -11,738
   ARK & TLK INVESTMENTS LLC 42 - 2024-03-31 31,798 $786,000 -1,104
   Cordant Inc. 23 - 2024-03-31 31,584 $781,000 -1,786
   American Capital Advisory LLC 40 - 2024-03-31 33,026 $760,000 -21,772
   BANK OF NEW YORK MELLON CORP 3276 - 2024-03-31 30,242 $748,000 -2
   Mutual Advisors LLC 578 - 2024-03-31 29,186 $721,000 -304,528
   WMS PARTNERS, LLC 129 - 2024-03-31 28,200 $697,000 -403
   DRIVE WEALTH MANAGEMENT LLC 112 - 2024-03-31 23,856 $590,000 -3,503
   Baird Financial Group Inc. 1326 - 2024-03-31 23,795 $588,000 -2,900
   Signature Resources Capital Management LLC 19 - 2024-03-31 24,350 $587,000 -1,750
   Highland Financial Advisors LLC 32 - 2024-03-31 23,143 $572,000 -9,839
   SAVANT CAPITAL MANAGEMENT INC 698 - 2024-03-31 22,716 $562,000 -62,263
   Bristlecone Advisors LLC 175 - 2024-03-31 22,649 $560,000 -697
   VanderPol Investments L.L.C. 20 - 2024-03-31 21,686 $536,000 -787
   Rehmann Capital Advisory Group 313 - 2024-03-31 20,564 $508,000 -572
   FINANCIAL ENGINES ADVISORS L.L.C. 247 - 2024-03-31 19,150 $473,000 -3,279
   Investment Advisory Group LLC 88 - 2024-03-31 18,891 $467,000 -4,274
   WMG Financial Advisors LLC 66 - 2024-03-31 18,492 $457,000 -1,690
   Rather & Kittrell Inc. 60 - 2024-03-31 18,039 $446,000 -2,620
   Prosperity Planning Inc. 52 - 2024-03-31 17,064 $422,000 -20
   Cherry Tree Wealth Management LLC 100 - 2024-03-31 16,558 $409,000 -797
   PARSONS CAPITAL MANAGEMENT INC/RI 339 - 2024-03-31 16,391 $405,000 -3,213
   Marshall Financial Group LLC 138 - 2024-03-31 14,155 $350,000 -9,670
   TOWNSQUARE CAPITAL LLC 965 - 2024-03-31 13,715 $339,000 -12
   EP WEALTH ADVISORS, INC. 598 - 2024-03-31 13,576 $336,000 -2,766
   Hill Investment Group Partners LLC 51 - 2024-03-31 13,074 $323,000 -1,574
  100 Records found
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