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Get Institutions for : 
Dfa Dimensional Glbl Sustainability Fx Inc Etf (DFSB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    4
Total shares held : 
3,184,834  
% of shares held : 
35.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  16  
Amount of shares held : 
1,587,225  
% of shares held change : 
  17.64%  
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 :
7
 41,422
 1.3%
 
Increased Positions :
18
 1,703,345
 53.48%
 
Unchanged Positions :
10
 238,650
 7.49%
 
Decreased Positions :
6
-81,881
-2.57%
 
Closed Positions :
3
-75,661
-2.38%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Abacus Wealth Partners LLC 2 - 2024-03-31 1,795,323 $92,962,000 -542,126
   COMMONWEALTH EQUITY SERVICES LLC. 1538 - 2024-03-31 53,258 $2,758,000 -7,529
   CITADEL ADVISORS LLC 2977 - 2024-03-31 21,062 $1,091,000 -2,547
   MODERA WEALTH MANAGEMENT, LLC 326 - 2024-03-31 15,358 $795,000 -85
   Orion Capital Management LLC 144 - 2024-03-31 2,513 $130,000 -150

  5 Records found
  1    
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