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Get Institutions for : 
Dimensional U S Core Equity 2 Etf (DFAC)  
$30.83 0.23 (0.75%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 706    19
Total shares held : 
 626,026,471  
% of shares held : 
 69.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   80  
Amount of shares held : 
 26,251,965  
% of shares held change : 
   2.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.08  
Last Quarter's Ending Price : 
 $29.23  
Last Quarter's Average Price : 
 $27.06  
Change from last quarter's     
avg. price to the last closing  : 
3.77 (13.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 3,866,641
 0.62%
 
Increased Positions :
273
 38,092,454
 6.08%
 
Unchanged Positions :
178
 24,245,881
 3.87%
 
Decreased Positions :
212
-14,271,909
-2.28%
 
Closed Positions :
24
-1,435,221
-0.23%
 
Guru Positions :
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 27 - 2023-12-31 49,555,765 $1,448,515,000 3,409,362
   MERCER GLOBAL ADVISORS INC /ADV 4 - 2023-12-31 40,834,057 $1,193,579,000 6,322,262
   Forum Financial Management LP 1 - 2023-12-31 40,368,686 $1,179,977,000 994,515
   BUCKINGHAM ASSET MANAGEMENT, LLC 1 - 2023-12-31 37,499,436 $1,096,109,000 -76,055
   LPL FINANCIAL CORP 69 - 2023-12-31 17,411,319 $508,933,000 393,160
   Plancorp LLC 1 - 2023-12-31 11,022,373 $322,184,000 -37,695
   COMMONWEALTH EQUITY SERVICES LLC. 24 - 2023-12-31 10,197,855 $298,083,000 73,356
   SJS Investment Consulting Inc. 1 - 2024-03-31 9,038,695 $288,786,000 118,649
   Rockwood Wealth Management LLC 1 - 2023-12-31 8,642,067 $252,608,000 -65,839
   Apella Capital LLC 1 - 2024-03-31 7,109,068 $224,789,000 803,797
   Private Ocean LLC 1 - 2024-03-31 6,983,047 $223,108,000 -349,607
   Greenspring Advisors LLC 1 - 2023-12-31 7,083,508 $207,051,000 184,068
   HIGHTOWER ADVISORS, LLC 58 - 2023-12-31 6,910,983 $202,009,000 -158,077
   Buckingham Strategic Partners 2 - 2023-12-31 6,412,112 $187,426,000 -2,146,312
   Geometric Wealth Advisors 1 - 2023-12-31 6,410,509 $187,379,000 390,561
   MONOGRAPH WEALTH ADVISORS LLC 1 - 2023-12-31 6,217,191 $181,728,000 365,299
   SAVANT CAPITAL MANAGEMENT INC 8 - 2023-12-31 5,925,374 $173,199,000 102,598
   Heritage Financial Services LLC 1 - 2023-12-31 5,566,052 $162,696,000 47,248
   PURE FINANCIAL ADVISORS, INC. 4 - 2024-03-31 4,926,985 $157,417,000 -76,408
   Capstone Financial Advisors Inc. 3 - 2023-12-31 5,304,078 $155,038,000 34,343
   CI Private Wealth LLC 77 - 2023-12-31 5,287,507 $154,554,000 82,354
   MODERA WEALTH MANAGEMENT, LLC 9 - 2023-12-31 5,216,705 $152,484,000 4,883,208
   Hill Investment Group Partners LLC 1 - 2023-12-31 4,966,580 $145,173,000 216,397
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 52 - 2024-03-31 4,521,704 $144,468,000 6,252
   Baird Financial Group Inc. 68 - 2023-12-31 4,498,908 $131,503,000 156,127
   TFO-TDC LLC 2 - 2023-12-31 4,401,251 $128,649,000 -123,385
   JACKSON THORNTON ASSET MANAGEMENT LLC 2 - 2023-12-31 4,394,193 $128,442,000 -164,788
   Evanson Asset Management LLC 1 - 2024-03-31 3,963,787 $126,643,000 46,352
   Austin Asset Management Co Inc 1 - 2023-12-31 4,261,374 $124,560,000 41,540
   Bridgeworth LLC - 2023-12-31 4,180,504 $122,196,000 -41,955
   CARDIFF PARK ADVISORS LLC 1 - 2023-12-31 4,147,930 $121,244,000 -30,901
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 1 - 2023-12-31 4,128,418 $120,674,000 415,966
   HPM Partners LLC - 2023-12-31 3,971,328 $116,082,000 -25,465
   McGlone Suttner Wealth Management Inc. 1 - 2024-03-31 3,487,856 $111,437,000 -1,112,406
   Asset Dedication LLC 1 - 2024-03-31 3,437,343 $109,825,000 285,913
   Onyx Financial Advisors LLC 1 - 2024-03-31 3,290,279 $105,124,000 214,528
   UBS Group AG 411 - 2023-12-31 3,483,247 $101,815,000 -13,078
   Syverson Strege & Co 1 - 2023-12-31 3,439,732 $100,543,000 -44,590
   Altiora Financial Group LLC 1 - 2024-03-31 3,089,712 $98,716,000 -184,403
   HANSON MCCLAIN, INC. - 2023-12-31 3,320,658 $97,063,000 -31,769
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 59 - 2023-12-31 3,221,494 $94,164,000 42,000
   MARINER WEALTH ADVISORS, LLC 93 - 2023-12-31 3,200,856 $93,561,000 11,860
   BetterWealth LLC 1 - 2024-03-31 2,892,946 $92,430,000 -16,443
   BKD WEALTH ADVISORS LLC 7 - 2024-03-31 2,853,020 $91,154,000 9,897
   Meridian Wealth Partners LLC 1 - 2023-12-31 3,055,719 $89,319,000 -48,842
   New Capital Management LP 1 - 2024-03-31 2,787,990 $89,076,000 357,645
   Conrad Siegel Investment Advisors Inc. 1 - 2024-03-31 2,663,440 $85,097,000 1,387,635
   JFS WEALTH ADVISORS, LLC 2 - 2023-12-31 2,900,899 $84,793,000 179,546
   Core Wealth Management Inc. 1 - 2023-12-31 2,877,020 $84,095,000 -71,336
   CATALYST CAPITAL ADVISORS LLC 12 - 2023-12-31 2,865,643 $83,763,000 -79,789
   Millburn Ridgefield Corp 12 - 2023-12-31 2,865,643 $83,763,000 -79,789
   Goss Wealth Management LLC 13 - 2023-12-31 2,758,554 $81,110,000 1,306,144
   Warwick Investment Management Inc. 1 - 2023-12-31 2,770,922 $80,994,000 -298
   First Ascent Asset Management LLC 4 - 2023-12-31 2,750,596 $80,400,000 -5,000
   AWM CAPITAL LLC 1 - 2024-03-31 2,496,223 $79,754,000 117,612
   Vestmark Advisory Solutions Inc. 1 - 2023-12-31 2,649,798 $77,454,000 446,294
   Steward Financial Group LLC 2 - 2023-09-30 2,926,718 $76,680,000 65,881
   Waypoint Wealth Partners Inc. 2 - 2023-12-31 2,429,274 $71,008,000 76,844
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 172 - 2023-12-31 2,416,846 $70,644,000 -73,594
   ShankerValleau Wealth Advisors Inc. 1 - 2024-03-31 2,206,885 $70,510,000 -32,905
   GRAND WEALTH MANAGEMENT LLC 1 - 2023-12-31 2,385,322 $69,723,000 -10,597
   Resources Investment Advisors Inc. 14 - 2023-12-31 2,332,396 $68,176,000 1,960,217
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 19 - 2023-12-31 2,325,971 $67,988,000 -102,057
   M HOLDINGS SECURITIES, INC. 3 - 2023-12-31 2,266,865 $66,260,000 60,309
   MERRIMAN WEALTH MANAGEMENT, LLC 8 - 2023-12-31 2,234,500 $65,314,000 -21,554
   COMERICA BANK 60 - 2023-12-31 2,231,697 $65,233,000 -124,773
   Ruedi Wealth Management Inc. - 2023-12-31 2,228,436 $65,137,000 130,488
   Integrated Wealth Concepts LLC 9 - 2023-12-31 2,226,586 $65,083,000 11,731
   PARK AVENUE SECURITIES LLC 18 - 2024-03-31 2,034,140 $64,991,000 125,650
   WorthPointe LLC 1 - 2023-12-31 2,222,658 $64,968,000 23,914
   RAM Investment Partners LLC 1 - 2023-12-31 2,197,499 $64,233,000 27,983
   Heritage Investment Group Inc. 1 - 2023-12-31 2,190,152 $64,018,000 -15,660
   Eaton-Cambridge Inc. 1 - 2023-12-31 2,144,264 $62,677,000 0
   DecisionPoint Financial LLC 1 - 2023-12-31 2,134,901 $62,403,000 212,981
   Planning Center Inc. - 2023-12-31 2,123,949 $62,083,000 -28,395
   Safeguard Investment Advisory Group LLC - 2023-12-31 2,110,240 $61,682,000 134,915
   BANK OF AMERICA CORP /DE/ 1049 - 2023-12-31 2,108,860 $61,642,000 545,056
   SAX WEALTH ADVISORS LLC 1 - 2023-12-31 2,037,924 $59,569,000 83,234
   BAKER BOYER NATIONAL BANK 2 - 2024-03-31 1,815,690 $58,011,000 57,638
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 74 - 2023-12-31 1,935,546 $56,576,000 -122,978
   CREATIVE PLANNING 113 - 2023-12-31 1,922,491 $56,194,000 806,736
   Tillman Hartley LLC 1 - 2023-12-31 1,911,977 $55,887,000 -5,243
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 1 - 2023-12-31 1,893,644 $55,351,000 -2,588
   Henrickson Nauta Wealth Advisors Inc. 1 - 2024-03-31 1,743,966 $54,412,000 50,379
   Shearwater Capital LLC 1 - 2024-03-31 1,695,970 $54,186,000 19,085
   Vista Wealth Management Group LLC 5 - 2023-12-31 1,849,770 $54,069,000 -7,398
   KEB ASSET MANAGEMENT LLC 1 - 2023-12-31 1,837,475 $53,709,000 -14,989
   Kestra Advisory Services LLC 33 - 2023-12-31 1,725,464 $50,435,000 78,589
   VANCE WEALTH INC. 1 - 2023-12-31 1,697,027 $49,604,000 -65,059
   Zhang Financial LLC 7 - 2023-12-31 1,669,725 $48,806,000 318,312
   Advisor Group Holdings Inc. 218 - 2023-12-31 1,655,412 $48,388,000 -1,543,744
   CAPSTONE CAPITAL WEALTH ADVISORS 1 - 2024-03-31 1,509,624 $48,232,000 137,558
   CAPITAL PERFORMANCE ADVISORS LLP 1 - 2023-12-31 1,624,001 $47,470,000 -3,802
   Chico Wealth RIA 1 - 2024-03-31 1,477,811 $47,216,000 74,474
   Fundamentun LLC 2 *New 2024-03-31 1,476,466 $47,173,000 1,476,466
   CLARIS ADVISORS LLC / MO / 1 - 2023-12-31 1,604,253 $46,892,000 -13,646
   SC&H Financial Advisors Inc. 1 - 2023-12-31 1,602,448 $46,840,000 126,236
   True Wealth Design LLC 2 - 2023-12-31 1,594,986 $46,621,000 78,069
   LINCOLN NATIONAL CORP 24 - 2023-12-31 1,583,014 $46,272,000 27,765
   TCI Wealth Advisors Inc. 5 - 2023-12-31 1,579,148 $46,159,000 13,855
  100 Records found
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