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Get Institutions for : 
Dfa Dimensional Us Real Estate Etf (DFAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 175    19
Total shares held : 
 22,912,103  
% of shares held : 
 25.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 3,425  
% of shares held change : 
   0%  
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 :
28
 1,463,828
 6.39%
 
Increased Positions :
81
 2,667,807
 11.64%
 
Unchanged Positions :
29
 1,186,814
 5.18%
 
Decreased Positions :
37
-4,038,383
-17.63%
 
Closed Positions :
9
-89,827
-0.39%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Brown Financial Advisory 3 - 2024-03-31 647,295 $14,480,000 -27,705
   Bridgewater Advisors Inc. 12 - 2024-03-31 508,437 $11,374,000 -2,149
   Crestmont Private Wealth LLC 8 - 2024-03-31 366,706 $8,203,000 -23,764
   ASSET PLANNING CORPORATION 9 - 2024-03-31 334,731 $7,488,000 -2,080
   Austin Wealth Management LLC 23 - 2024-03-31 249,566 $5,431,000 -25,008
   MERCER GLOBAL ADVISORS INC /ADV 447 - 2024-03-31 237,479 $5,312,000 -57,654
   SAVANT CAPITAL MANAGEMENT INC 187 - 2024-03-31 232,365 $5,198,000 -64,090
   Carlson Capital Management 24 - 2024-03-31 196,995 $4,407,000 -34,124
   SAX WEALTH ADVISORS LLC 30 - 2024-03-31 164,198 $3,673,000 -11,030
   Pathstone Holdings LLC 761 - 2024-03-31 123,220 $2,756,000 -7,696
   AE Wealth Management LLC 434 - 2024-03-31 115,099 $2,575,000 -434,121
   White Wing Wealth Management 11 - 2024-03-31 96,890 $2,129,000 -7,582
   Jentner Corp 12 - 2024-03-31 94,751 $2,120,000 -1,364
   RFG Advisory Group LLC 209 - 2024-03-31 94,453 $2,113,000 -1,446
   Signature Resources Capital Management LLC 10 - 2024-03-31 84,883 $1,930,000 -3,376
   CI Private Wealth LLC 1029 - 2024-03-31 85,685 $1,917,000 -7,292
   WPWealth LLP 20 - 2024-03-31 71,694 $1,604,000 -4,821
   RCS Financial Planning LLC 27 - 2024-03-31 67,732 $1,515,000 -14,116
   Strategic Investment Solutions Inc. /IL 39 - 2023-12-31 65,639 $1,493,000 -1,437,449
   Arista Wealth Management LLC 15 - 2024-03-31 65,254 $1,460,000 -304,666
   DiNuzzo Private Wealth Inc. 31 - 2024-03-31 54,680 $1,223,000 -352
   ADVISOR PARTNERS II LLC 467 - 2023-09-30 54,921 $1,072,000 -4,245
   AMERICAN INVESTMENT SERVICES INC. 77 - 2024-03-31 46,345 $1,037,000 -13,186
   Sterling Financial Planning Inc. 54 - 2024-03-31 39,414 $882,000 -11,117
   Kestra Advisory Services LLC 1311 - 2024-03-31 39,132 $875,000 -2,813
   Advisory Alpha LLC 171 - 2024-03-31 38,386 $859,000 -581
   Heritage Wealth Management Inc. /CA/ 34 - 2024-03-31 36,957 $827,000 -3,754
   DRIVE WEALTH MANAGEMENT LLC 109 - 2024-03-31 26,833 $600,000 -8,442
   Fonville Wealth Management LLC 65 - 2024-03-31 21,921 $490,000 -1,021
   FIRETHORN WEALTH PARTNERS LLC 83 - 2024-03-31 20,775 $465,000 -10,409
   Heritage Wealth Management Inc./Texas 25 - 2024-03-31 19,146 $428,000 -895
   Annapolis Financial Services LLC 72 - 2024-03-31 18,236 $408,000 -137,447
   Bridge Advisory LLC 78 - 2024-03-31 16,823 $376,000 -320
   JANE STREET GROUP LLC 4361 - 2024-03-31 13,486 $302,000 -46,966
   CFS Investment Advisory Services LLC 136 - 2024-03-31 13,475 $301,000 -1,914
   Hutchens & Kramer Investment Management Group LLC 109 - 2024-03-31 12,748 $280,000 -1,156
   CPA Asset Management LLC 69 - 2024-03-31 12,023 $269,000 -13,802
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4174 - 2024-03-31 11,978 $268,000 -28,307
   TCI Wealth Advisors Inc. 182 - 2024-03-31 11,613 $260,000 -139
   Morton Capital Management LLC/CA 85 - 2024-03-31 11,588 $259,000 -6,053
   Tortoise Investment Management LLC 192 - 2024-03-31 11,280 $252,000 -44
   Yoder Wealth Management Inc. 88 - 2024-03-31 10,135 $227,000 -2,180
   McClarren Financial Advisors Inc. 87 - 2024-03-31 23 $126,000 -5,576
   AdvisorNet Financial Inc 925 - 2024-03-31 1,521 $34,000 -304
   J P MORGAN CHASE & CO 4865 - 2024-03-31 1,208 $27,000 -2,004
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 572 - 2024-03-31 139 $3,000 -150
   MORGAN STANLEY 6769 - 2024-03-31 86 $2,000 -23,593
   SJS Investment Consulting Inc. 1434 - 2024-03-31 7 $0 -718
  48 Records found
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