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Get Institutions for : 
Dfa Dimensional Emerging Mkts High Proftblty Etf (DEHP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    2
Total shares held : 
 5,881,874  
% of shares held : 
 65.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   24  
Amount of shares held : 
 -230,610  
% of shares held change : 
   -2.56%  
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 :
9
 269,964
 4.59%
 
Increased Positions :
30
 240,022
 4.08%
 
Unchanged Positions :
5
 351,383
 5.97%
 
Decreased Positions :
8
-289,905
-4.93%
 
Closed Positions :
7
-450,691
-7.66%
 
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
   Unison Advisors LLC 6 - 2024-03-31 2,554,921 $63,413,000 72,731
   Symmetry Partner LLC 28 - 2024-03-31 535,773 $13,298,000 -88,397
   Beacon Pointe Advisors LLC 163 - 2024-03-31 447,965 $11,118,000 21,217
   DiNuzzo Private Wealth Inc. 24 - 2024-03-31 215,443 $5,347,000 1,409
   RFG Advisory Group LLC 106 - 2024-03-31 200,118 $4,967,000 7,129
   Quadcap Wealth Management LLC 17 - 2024-03-31 173,227 $4,299,000 37,379
   Vestmark Advisory Solutions Inc. 139 - 2024-03-31 162,621 $4,036,000 25,424
   JANE STREET GROUP LLC 1833 - 2024-03-31 113,765 $2,824,000 -143,916
   Chicago Partners Investment Group LLC 155 - 2024-03-31 112,499 $2,740,000 69,727
   Goss Wealth Management LLC 579 - 2024-03-31 109,817 $2,726,000 16,238
   WALDEN WEALTH PARTNERS LLC 15 - 2024-03-31 108,311 $2,707,000 8,295
   COMMONWEALTH EQUITY SERVICES LLC. 1568 - 2024-03-31 107,299 $2,663,000 14,028
   Retirement Solution Inc. 15 - 2024-03-31 105,327 $2,614,000 803
   ENVESTNET ASSET MANAGEMENT INC 2400 - 2024-03-31 105,146 $2,610,000 86,772
   Sequoia Financial Advisors LLC 347 - 2024-03-31 71,448 $1,773,000 7,046
   Applied Capital LLC 17 - 2024-03-31 64,432 $1,599,000 2,275
   Alpha Financial Advisors LLC 16 - 2024-03-31 59,363 $1,473,000 -1,042
   Meredith Wealth Planning 18 - 2024-03-31 59,332 $1,473,000 6,427
   J P MORGAN CHASE & CO 3233 - 2024-03-31 50,194 $1,246,000 2,015
   Abel Hall LLC 19 - 2024-03-31 49,361 $1,225,000 908
   Yeomans Consulting Group Inc. 28 - 2024-03-31 47,324 $1,175,000 1,322
   RCS Financial Planning LLC 32 - 2024-03-31 44,303 $1,100,000 -6,264
   Lodestone Wealth Management LLC 60 - 2024-03-31 38,956 $993,000 1,504
   Tortoise Investment Management LLC 121 - 2024-03-31 34,467 $855,000 2,750
   BANK OF MONTREAL /CAN/ 1798 - 2024-03-31 31,759 $788,000 31,759
   Betterment LLC 226 - 2024-03-31 31,121 $772,000 6,546
   BANK OF AMERICA CORP /DE/ 4182 - 2024-03-31 30,779 $764,000 13,030
   Evanson Asset Management LLC 135 - 2024-03-31 30,755 $763,000 8,070
   UBS Group AG 3780 - 2024-03-31 29,150 $724,000 6,455
   Integrated Wealth Concepts LLC 898 - 2024-03-31 28,224 $701,000 39
   Laurel Wealth Advisors Inc. 317 *New 2022-12-31 27,367 $608,000 27,367
   LINCOLN NATIONAL CORP 690 - 2024-03-31 23,183 $575,000 765
   GOLDMAN SACHS GROUP INC/ 3862 *New 2024-03-31 23,176 $575,000 23,176
   WEALTHSOURCE PARTNERS LLC 304 - 2023-12-31 22,220 $539,000 -1,764
   Glass Jacobson Investment Advisors llc 136 - 2024-03-31 18,199 $452,000 64
   Schubert & Co 19 - 2024-03-31 18,212 $452,000 5,363
   SAX WEALTH ADVISORS LLC 126 - 2024-03-31 17,085 $424,000 -1,243
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2456 - 2024-03-31 16,138 $401,000 2,804
   HIGHTOWER ADVISORS, LLC 2469 - 2024-03-31 14,901 $370,000 117
   OLD MISSION CAPITAL LLC 659 - 2024-03-31 14,155 $351,000 -41,529
   FIRETHORN WEALTH PARTNERS LLC 102 - 2024-03-31 13,372 $332,000 4,543
   Advisor Group Holdings Inc. 3267 - 2024-03-31 12,873 $320,000 -704
   BB&T CORP 2248 - 2024-03-31 12,413 $308,000 -4
   Kestra Advisory Services LLC 2068 *New 2024-03-31 10,646 $264,000 10,646
   Rehmann Capital Advisory Group 505 *New 2024-03-31 9,911 $246,000 9,911
   SageView Advisory Group LLC 507 - 2024-03-31 8,347 $207,000 -45,123
   Capital Investment Advisory Services LLC 610 - 2024-03-31 2,884 $72,000 2,777
   LAM GROUP INC. 78 - 2024-03-31 2,645 $66,000 2,080
   Nalls Sherbakoff Group LLC 168 - 2023-12-31 1,984 $48,000 0
   Aspire Wealth Management Corp 140 - 2024-03-31 1,488 $37,000 94
   ROYAL BANK OF CANADA 5060 *New 2024-03-31 1,406 $35,000 1,406
   Aspire Private Capital LLC 266 - 2024-03-31 1,358 $34,000 316
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 522 *New 2024-03-31 666 $17,000 666
   Steward Partners Investment Advisory LLC 2781 - 2024-03-31 400 $10,000 0
   Farther Finance Advisors LLC 1826 - 2024-03-31 323 $8,000 -930
   MATHER GROUP, INC. 1283 *New 2024-03-31 308 $7,000 308
   MARYLAND CAPITAL ADVISORS INC. 174 *New 2024-03-31 238 $6,000 238
   COMERICA BANK 3363 - 2024-03-31 147 $4,000 2
   PROEQUITIES INC. 4328 - 2024-03-31 0 $0 0
   SAVANT CAPITAL MANAGEMENT INC 1110 *Closed 2024-03-31 0 $0 -107,007
   Envision Financial Planning LLC 26 *Closed 2024-03-31 0 $0 -9,049
   MORGAN STANLEY 7386 *Closed 2024-03-31 0 $0 -22,740
   FLOW TRADERS U.S. LLC 1008 *Closed 2024-03-31 0 $0 -43,820
   CITADEL ADVISORS LLC 6566 *Closed 2024-03-31 0 $0 -15,741
   AE Wealth Management LLC 1840 *Closed 2024-03-31 0 $0 -105,460
   FMR LLC 5656 *Closed 2024-03-31 0 $0 -78
   Arrowroot Family Office LLC 128 *Closed 2024-03-31 0 $0 -20,328
  67 Records found
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