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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 349    23
Total shares held : 
 84,436,787  
% of shares held : 
 93.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   100  
Amount of shares held : 
 5,461,562  
% of shares held change : 
   6.07%  
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 :
32
 1,042,702
 1.23%
 
Increased Positions :
169
 11,180,109
 13.24%
 
Unchanged Positions :
56
 3,827,826
 4.53%
 
Decreased Positions :
92
-6,608,932
-7.83%
 
Closed Positions :
9
-152,317
-0.18%
 
Guru Positions :
1
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
   MODERA WEALTH MANAGEMENT, LLC 10 - 2024-03-31 4,175,186 $152,561,000 -685,905
   HANSON MCCLAIN, INC. 23 - 2024-03-31 2,412,078 $88,137,000 -43,799
   BUCKINGHAM ASSET MANAGEMENT, LLC 25 - 2024-03-31 1,665,420 $60,854,000 -21,224
   AE Wealth Management LLC 25 - 2024-03-31 1,599,499 $58,446,000 -159,609
   BILLEAUD CAPITAL MANAGEMENT INC. 2 - 2024-03-31 1,570,607 $55,380,000 -727
   Betterment LLC 50 - 2024-03-31 1,024,476 $37,434,000 -231,237
   Arista Wealth Management LLC 1 - 2024-03-31 628,354 $22,960,000 -1,040,779
   STIFEL FINANCIAL CORP 512 - 2024-03-31 608,331 $22,228,000 -15,964
   Highland Financial Advisors LLC 5 - 2024-03-31 530,657 $19,390,000 -6,935
   AWM CAPITAL LLC 9 - 2024-03-31 529,817 $19,360,000 -8,717
   Shira Ridge Wealth Management 2 - 2024-03-31 527,022 $19,257,000 -11,522
   Private Ocean LLC 11 - 2024-03-31 503,216 $18,387,000 -38,366
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 224 - 2024-03-31 500,713 $18,296,000 -15,913
   Perigon Wealth Management LLC 54 - 2024-03-31 359,086 $13,121,000 -161,114
   AdvisorNet Financial Inc 10 - 2024-03-31 358,492 $13,099,000 -17,676
   FinDec Wealth Services Inc. 2 - 2024-03-31 333,191 $12,175,000 -4,962
   Great Point Wealth Advisors LLC 13 - 2024-03-31 327,469 $11,966,000 -8,424
   WEALTHSOURCE PARTNERS LLC 22 - 2023-12-31 336,505 $11,189,000 -7,063
   Syverson Strege & Co 6 - 2024-03-31 295,059 $10,781,000 -11,141
   ARK & TLK INVESTMENTS LLC 6 - 2024-03-31 239,626 $8,756,000 -70,048
   CHERRYDALE WEALTH MANAGEMENT LLC 7 - 2024-03-31 237,915 $8,693,000 -13,313
   Integrated Wealth Concepts LLC 175 - 2024-03-31 237,847 $8,691,000 -19,366
   WMS PARTNERS, LLC 29 - 2024-03-31 232,236 $8,486,000 -1,749
   JACKSON THORNTON ASSET MANAGEMENT LLC 11 - 2024-03-31 232,064 $8,480,000 -2,245
   Glass Jacobson Investment Advisors llc 1 - 2024-03-31 190,649 $6,966,000 -13,789
   Diversified Portfolios Inc. 23 - 2024-03-31 184,148 $6,729,000 -3,892
   Abel Hall LLC 5 - 2024-03-31 183,575 $6,708,000 -85
   Morton Capital Management LLC/CA 11 - 2024-03-31 173,025 $6,322,000 -5,226
   COWA LLC 7 - 2024-03-31 172,205 $6,297,000 -12,440
   Annapolis Financial Services LLC 16 - 2024-03-31 169,732 $6,202,000 -564,993
   Retirement Solution Inc. 10 - 2024-03-31 135,832 $4,963,000 -1,661
   Capital Investment Advisory Services LLC 37 - 2024-03-31 135,296 $4,944,000 -1,237
   Mattern Wealth Management LLC 18 - 2024-03-31 127,993 $4,677,000 -946
   Rather & Kittrell Inc. 17 - 2024-03-31 126,791 $4,633,000 -5,648
   My Personal CFO LLC 9 - 2024-03-31 116,267 $4,248,000 -548
   SAGEWORTH TRUST CO 28 - 2024-03-31 115,886 $4,234,000 -6,540
   Auxano Advisors LLC 16 - 2024-03-31 113,044 $4,131,000 -2,980
   CLARIS ADVISORS LLC / MO / 11 - 2024-03-31 111,148 $4,061,000 -1,918
   RFG Advisory Group LLC 127 - 2024-03-31 109,925 $4,017,000 -2,217
   ERn Financial LLC 38 - 2024-03-31 109,870 $4,015,000 -28,078
   Signature Resources Capital Management LLC 6 - 2024-03-31 120,349 $4,002,000 -21,563
   Rehmann Capital Advisory Group 66 - 2024-03-31 108,613 $3,969,000 -2,378
   DAVIDSON D A & CO 350 - 2024-03-31 108,450 $3,963,000 -2,000
   PARK AVENUE SECURITIES LLC 238 - 2024-03-31 108,019 $3,947,000 -815
   QUARRY HILL ADVISORS LLC 11 - 2024-03-31 98,064 $3,583,000 -1,151
   Strategic Investment Solutions Inc. /IL 23 - 2023-12-31 97,991 $3,258,000 -5,258,208
   Apella Capital LLC 80 - 2024-03-31 88,635 $3,209,000 -9,123
   Investmark Advisory Group LLC 18 - 2024-03-31 76,286 $2,787,000 -9,175
   Waterfront Wealth Inc. 36 - 2024-03-31 79,044 $2,785,000 -2,514
   Meritas Wealth Management LLC 11 - 2024-03-31 76,072 $2,780,000 -11,889
   FIRETHORN WEALTH PARTNERS LLC 13 - 2024-03-31 74,381 $2,718,000 -20,737
   American Capital Advisory LLC 7 - 2024-03-31 93,032 $2,677,000 -83,425
   ROBINSON SMITH WEALTH ADVISORS LLC 9 - 2024-03-31 69,005 $2,521,000 -84
   Pinnacle Financial Group LLC / IL 26 - 2024-03-31 67,782 $2,477,000 -4,505
   RCS Financial Planning LLC 15 - 2024-03-31 66,902 $2,445,000 -27,817
   Marshall Financial Group LLC 34 - 2024-03-31 64,702 $2,364,000 -9,838
   Lakeridge Wealth Management LLC 16 - 2024-03-31 64,624 $2,361,000 -7,434
   HPM Partners LLC 908 - 2024-03-31 63,579 $2,323,000 -14,784
   RETIREMENT GUYS FORMULA LLC 19 - 2024-03-31 63,403 $2,317,000 -35,025
   B.O.S.S. Retirement Advisors LLC 41 - 2024-03-31 67,741 $2,252,000 -1,978
   ELEVATE WEALTH ADVISORY INC 15 - 2024-03-31 58,648 $2,143,000 -26,145
   Financial Alternatives Inc 16 - 2024-03-31 55,109 $2,014,000 -845
   Orion Portfolio Solutions LLC 694 - 2024-03-31 50,224 $1,835,000 -1,540
   Forum Private Client Group LLC 25 - 2024-03-31 46,105 $1,685,000 -4,527
   CAPITAL PERFORMANCE ADVISORS LLP 26 - 2024-03-31 45,555 $1,665,000 -736
   Olistico Wealth LLC 20 - 2024-03-31 43,824 $1,601,000 -301
   ANCORA ADVISORS, LLC 310 - 2024-03-31 42,015 $1,535,000 -27,454
   Silicon Hills Wealth Management LLC 23 - 2023-06-30 48,313 $1,497,000 -859
   Goss Wealth Management LLC 832 - 2024-03-31 37,676 $1,377,000 -38,637
   TOWNSQUARE CAPITAL LLC 579 - 2024-03-31 36,309 $1,327,000 -450
   Oceanside Advisors LLC 16 - 2024-03-31 33,501 $1,224,000 -251
   Capstone Financial Advisors Inc. 51 - 2024-03-31 32,716 $1,195,000 -172
   Spire Wealth Management 347 - 2024-03-31 31,541 $1,153,000 -2,659
   Lauterbach Financial Advisors LLC 22 - 2024-03-31 30,388 $1,110,000 -418
   Intrepid Financial Planning Group LLC 47 - 2024-03-31 29,637 $1,083,000 -441
   PARSONS CAPITAL MANAGEMENT INC/RI 225 - 2024-03-31 29,463 $1,077,000 -5,410
   Evanson Asset Management LLC 108 - 2024-03-31 29,439 $1,076,000 -939
   Sanctuary Wealth Management L.L.C. 22 - 2024-03-31 27,702 $1,012,000 -549
   CULLEN FROST BANKERS INC 301 - 2024-03-31 26,684 $975,000 -13,210
   MORGAN STANLEY 4821 - 2024-03-31 25,684 $939,000 -67
   GOLDMAN SACHS GROUP INC/ 3686 - 2024-03-31 22,156 $810,000 -76,112
   GOULD ASSET MANAGEMENT LLC /CA/ 70 - 2024-03-31 21,020 $768,000 -3,270
   FIRST NATIONAL BANK SIOUX FALLS 53 - 2024-03-31 19,944 $729,000 -7,204
   PURE FINANCIAL ADVISORS, INC. 166 - 2024-03-31 19,405 $709,000 -1,597
   Cahill Wealth Management LLC 31 - 2024-03-31 19,006 $694,000 -160
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3071 - 2024-03-31 17,954 $656,000 -32,738
   BIDWELL C M & ASSOCIATES LTD/ 44 - 2024-03-31 17,827 $651,000 -47
   KESTRA PRIVATE WEALTH SERVICES LLC 711 - 2024-03-31 16,924 $618,000 -5,946
   KRAFT ASSET MANAGEMENT LLC 23 - 2024-03-31 15,838 $579,000 -309
   Cooper Financial Group 194 - 2024-03-31 15,571 $569,000 -21,413
   WMG Financial Advisors LLC 55 - 2024-03-31 15,286 $559,000 -2,457
   Shearwater Capital LLC 26 - 2024-03-31 14,722 $538,000 -1,646
   Ullmann Financial Group Inc. 71 - 2024-03-31 13,950 $510,000 -1,666
   Total Wealth Planning LLC 66 - 2024-03-31 13,764 $503,000 -506
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1284 - 2023-09-30 15,220 $456,000 -1,746
   LAM GROUP INC. 55 - 2024-03-31 12,445 $455,000 -5
   Versant Capital Management Inc 79 - 2024-03-31 11,796 $431,000 -1,513
   Greenspring Advisors LLC 46 - 2024-03-31 11,761 $430,000 -74,296
   ADVISORY SERVICES NETWORK, LLC 1011 - 2024-03-31 11,577 $423,000 -473
   DecisionPoint Financial LLC 29 - 2024-03-31 11,847 $420,000 -3,602
  100 Records found
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