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Get Institutions for : 
Dfa Dimensional Emerging Markets Value Etf (DFEV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 115    11
Total shares held : 
 14,645,954  
% of shares held : 
 16.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 1,735,533  
% of shares held change : 
   1.93%  
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 :
18
 1,168,190
 7.98%
 
Increased Positions :
53
 1,925,234
 13.15%
 
Unchanged Positions :
19
 780,884
 5.33%
 
Decreased Positions :
25
-595,777
-4.07%
 
Closed Positions :
7
-762,114
-5.2%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   JANNEY MONTGOMERY SCOTT LLC 473 - 2024-03-31 460,938 $11,966,000 -3,441
   EQIS CAPITAL MANAGEMENT, INC. 20 - 2024-03-31 420,979 $10,929,000 -11,242
   Opes Wealth Management LLC 11 - 2024-03-31 328,829 $8,536,000 -2,444
   AE Wealth Management LLC 304 - 2024-03-31 183,794 $4,771,000 -85,691
   Heritage Financial Services LLC 13 - 2024-03-31 177,799 $4,616,000 -1,514,816
   BB&T CORP 1007 - 2024-03-31 137,840 $3,578,000 -369
   PATHSTONE FAMILY OFFICE, LLC 345 - 2023-09-30 146,643 $3,471,000 -387,935
   Breakwater Capital Group 30 - 2024-03-31 129,602 $3,364,000 -12,088
   Pathstone Holdings LLC 668 - 2024-03-31 129,334 $3,358,000 -69,650
   SAVANT CAPITAL MANAGEMENT INC 296 - 2024-03-31 97,715 $2,537,000 -38,453
   Applied Capital LLC 19 - 2024-03-31 57,294 $1,487,000 -256
   EnRich Financial Partners LLC 22 - 2024-03-31 53,804 $1,397,000 -573
   RCS Financial Planning LLC 35 - 2024-03-31 39,676 $1,030,000 -5,835
   CARDIFF PARK ADVISORS LLC 106 - 2024-03-31 35,762 $928,000 -10,558
   Atria Wealth Solutions Inc. 963 - 2024-03-31 33,744 $876,000 -489
   Oceanside Advisors LLC 23 - 2024-03-31 28,732 $746,000 -590
   Unison Advisors LLC 137 - 2024-03-31 23,411 $608,000 -2,970
   WEALTHSOURCE PARTNERS LLC 286 - 2023-12-31 23,026 $580,000 -1,600
   Allen Capital Group LLC 132 - 2024-03-31 17,652 $458,000 -3,846
   FISCHER INVESTMENT STRATEGIES LLC 21 - 2024-03-31 16,320 $424,000 -131,939
   Pettinga Financial Advisors LLC 99 - 2024-03-31 12,050 $313,000 -1,616
   HIGHTOWER ADVISORS, LLC 2652 - 2024-03-31 11,335 $293,000 -191
   BUCKINGHAM ASSET MANAGEMENT, LLC 648 - 2024-03-31 9,393 $244,000 -800
   Forum Financial Management LP 657 - 2024-03-31 8,439 $219,000 -771
   ELEVATE WEALTH ADVISORY INC 61 - 2024-03-31 6,665 $173,000 -1,601
   ANCORA ADVISORS, LLC 745 - 2024-03-31 4,508 $117,000 -360
   ROYAL BANK OF CANADA 4560 - 2024-03-31 4,222 $109,000 -19,648
   Advisor Group Holdings Inc. 4459 - 2024-03-31 2,636 $68,000 -2,346
   COMERICA BANK 2838 - 2024-03-31 1,392 $36,000 -29
   MORGAN STANLEY 6136 - 2024-03-31 1,185 $31,000 -21,114
   Farther Finance Advisors LLC 1827 - 2024-03-31 319 $8,000 -305
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 473 - 2024-03-31 249 $6,000 -271
  32 Records found
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