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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 164 - 2023-12-31 426,748 $10,348,000 26,467
   JANE STREET GROUP LLC 1287 - 2023-12-31 257,681 $6,248,000 -60,983
   DiNuzzo Private Wealth Inc. 22 - 2023-12-31 214,034 $5,190,000 0
   RFG Advisory Group LLC 106 - 2024-03-31 200,118 $4,967,000 7,129
   Vestmark Advisory Solutions Inc. 141 - 2023-12-31 137,197 $3,327,000 27,830
   Quadcap Wealth Management LLC 20 - 2023-12-31 135,848 $3,294,000 0
   Chicago Partners Investment Group LLC 155 - 2024-03-31 112,499 $2,740,000 69,727
   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
   SAVANT CAPITAL MANAGEMENT INC 242 *New 2023-12-31 107,007 $2,595,000 107,007
   Retirement Solution Inc. 16 - 2023-12-31 104,524 $2,534,000 2,628
   AE Wealth Management LLC 827 - 2023-12-31 105,460 $2,487,000 3,367
   Goss Wealth Management LLC 617 - 2023-12-31 93,579 $2,190,000 60,177
   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
   Meredith Wealth Planning 18 - 2024-03-31 59,332 $1,473,000 6,427
   Alpha Financial Advisors LLC 15 - 2023-12-31 60,405 $1,465,000 7,593
   OLD MISSION CAPITAL LLC 356 - 2023-12-31 55,684 $1,350,000 -77,383
   SageView Advisory Group LLC 180 *New 2023-12-31 53,470 $1,249,000 53,470
   Abel Hall LLC - 2023-12-31 48,453 $1,175,000 0
   J P MORGAN CHASE & CO 3241 - 2023-12-31 48,179 $1,168,000 -15,602
   Yeomans Consulting Group Inc. 28 - 2023-12-31 46,002 $1,115,000 0
   RCS Financial Planning LLC 32 - 2024-03-31 44,303 $1,100,000 -6,264
   FLOW TRADERS U.S. LLC 321 - 2023-12-31 43,820 $1,063,000 17,191
   Lodestone Wealth Management LLC - 2023-12-31 37,452 $935,000 3,431
   Tortoise Investment Management LLC 124 - 2023-12-31 31,717 $769,000 1,000
   Evanson Asset Management LLC 135 - 2024-03-31 30,755 $763,000 8,070
   Integrated Wealth Concepts LLC 868 - 2023-12-31 28,185 $683,000 121
   Laurel Wealth Advisors Inc. 317 *New 2022-12-31 27,367 $608,000 27,367
   Betterment LLC 217 - 2023-12-31 24,575 $596,000 1,724
   MORGAN STANLEY 5077 *New 2023-12-31 22,740 $551,000 22,740
   UBS Group AG 3873 - 2023-12-31 22,695 $550,000 20,545
   LINCOLN NATIONAL CORP 632 - 2023-12-31 22,418 $544,000 1,350
   WEALTHSOURCE PARTNERS LLC 304 - 2023-12-31 22,220 $539,000 -1,764
   Arrowroot Family Office LLC 68 *New 2023-12-31 20,328 $493,000 20,328
   Glass Jacobson Investment Advisors llc 136 - 2024-03-31 18,199 $452,000 64
   ENVESTNET ASSET MANAGEMENT INC 3368 - 2023-12-31 18,374 $446,000 3,212
   SAX WEALTH ADVISORS LLC 128 - 2023-12-31 18,328 $444,000 685
   BANK OF AMERICA CORP /DE/ 4570 - 2023-12-31 17,749 $430,000 6,801
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2456 - 2024-03-31 16,138 $401,000 2,804
   CITADEL ADVISORS LLC 3856 *New 2023-12-31 15,741 $382,000 15,741
   HIGHTOWER ADVISORS, LLC 2520 - 2023-12-31 14,784 $359,000 -229
   FIRETHORN WEALTH PARTNERS LLC 102 - 2024-03-31 13,372 $332,000 4,543
   Advisor Group Holdings Inc. 3501 - 2023-12-31 13,577 $329,000 1,102
   Schubert & Co 24 - 2023-12-31 12,849 $312,000 441
   BB&T CORP 2256 - 2023-12-31 12,417 $301,000 2,229
   Envision Financial Planning LLC *New 2023-12-31 9,049 $219,000 9,049
   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 - 2023-12-31 1,394 $34,000 0
   Aspire Private Capital LLC 266 - 2024-03-31 1,358 $34,000 316
   Farther Finance Advisors LLC 1208 - 2023-12-31 1,253 $30,000 -533
   Steward Partners Investment Advisory LLC 2706 - 2023-12-31 400 $10,000 100
   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 3330 *New 2023-12-31 145 $4,000 145
   FMR LLC 4517 *New 2023-12-31 78 $2,000 78
   DIMENSIONAL FUND ADVISORS INC 3496 *Closed 2023-12-31 0 $0 -200,000
   BANK OF MONTREAL /CAN/ 3606 *Closed 2023-12-31 0 $0 -16,412
   FISCHER INVESTMENT STRATEGIES LLC 38 *Closed 2023-12-31 0 $0 -106,310
   PROEQUITIES INC. 9257 - 2023-12-31 0 $0 0
   US BANCORP 3976 *Closed 2023-12-31 0 $0 -5
  65 Records found
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