Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Dimensional U S Core Equity 2 Etf (DFAC)  
$31.37 0.01 (0.03%) as of 4:30 Wed 5/8


Download
     
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  : 
4.31 (15.93%)  




 
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  
Free Registration Required For Full Results

            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
   LPL FINANCIAL CORP 69 - 2023-12-31 17,411,319 $508,933,000 393,160
   COMMONWEALTH EQUITY SERVICES LLC. 23 - 2024-03-31 10,614,978 $339,149,000 417,123
   SJS Investment Consulting Inc. 1 - 2024-03-31 9,038,695 $288,786,000 118,649
   Rockwood Wealth Management LLC 1 - 2024-03-31 8,936,526 $285,522,000 294,459
   Greenspring Advisors LLC 1 - 2024-03-31 7,221,640 $230,731,000 138,132
   Apella Capital LLC 1 - 2024-03-31 7,109,068 $224,789,000 803,797
   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
   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
   Evanson Asset Management LLC 1 - 2024-03-31 3,963,787 $126,643,000 46,352
   Syverson Strege & Co - 2024-03-31 3,460,040 $110,548,000 20,308
   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
   Millburn Ridgefield Corp 11 - 2024-03-31 3,025,783 $96,674,000 160,140
   CATALYST CAPITAL ADVISORS LLC 11 - 2024-03-31 3,025,783 $96,674,000 160,140
   Core Wealth Management Inc. 1 - 2024-03-31 2,964,313 $94,710,000 87,293
   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
   JFS WEALTH ADVISORS, LLC - 2024-03-31 2,925,080 $93,456,000 24,181
   BKD WEALTH ADVISORS LLC 7 - 2024-03-31 2,853,020 $91,154,000 9,897
   New Capital Management LP 1 - 2024-03-31 2,787,990 $89,076,000 357,645
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 160 - 2024-03-31 2,718,208 $86,847,000 301,362
   Conrad Siegel Investment Advisors Inc. 1 - 2024-03-31 2,663,440 $85,097,000 1,387,635
   Goss Wealth Management LLC 13 - 2023-12-31 2,758,554 $81,110,000 1,306,144
   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
   RAM Investment Partners LLC - 2024-03-31 2,286,206 $73,044,000 88,707
   DecisionPoint Financial LLC - 2024-03-31 2,352,473 $72,527,000 217,572
   Heritage Investment Group Inc. - 2024-03-31 2,249,877 $71,884,000 59,725
   Resources Investment Advisors Inc. 14 - 2023-12-31 2,332,396 $68,176,000 1,960,217
   M HOLDINGS SECURITIES, INC. 3 - 2023-12-31 2,266,865 $66,260,000 60,309
   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
   Zhang Financial LLC 5 - 2024-03-31 1,954,195 $62,437,000 284,470
   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
   KEB ASSET MANAGEMENT LLC 1 - 2024-03-31 1,839,293 $58,765,000 1,818
   BAKER BOYER NATIONAL BANK 2 - 2024-03-31 1,815,690 $58,011,000 57,638
   CREATIVE PLANNING 113 - 2023-12-31 1,922,491 $56,194,000 806,736
   SC&H Financial Advisors Inc. - 2024-03-31 1,722,382 $55,030,000 119,934
   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
   CLARIS ADVISORS LLC / MO / 1 - 2024-03-31 1,627,893 $52,011,000 23,640
   CAPITAL PERFORMANCE ADVISORS LLP 1 - 2024-03-31 1,624,801 $51,912,000 800
   Kestra Advisory Services LLC 33 - 2023-12-31 1,725,464 $50,435,000 78,589
   BCU Wealth Advisors LLC 1 - 2024-03-31 1,558,015 $49,779,000 302,279
   CAPSTONE CAPITAL WEALTH ADVISORS 1 - 2024-03-31 1,509,624 $48,232,000 137,558
   Chico Wealth RIA 1 - 2024-03-31 1,477,811 $47,216,000 74,474
   Ballentine Capital Advisors Inc - 2024-03-31 1,470,645 $46,796,000 36,701
   True Wealth Design LLC 2 - 2023-12-31 1,594,986 $46,621,000 78,069
   TCI Wealth Advisors Inc. 5 - 2023-12-31 1,579,148 $46,159,000 13,855
   BRIGHTON JONES LLC 6 - 2023-12-31 1,576,868 $46,092,000 291,888
   TRIAD FINANCIAL ADVISORS INC. 1 - 2023-09-30 1,735,187 $45,462,000 93,854
   Private Advisor Group LLC - 2024-03-31 1,415,210 $45,216,000 30,548
   Grunden Financial Advisory Inc. 1 - 2024-03-31 1,404,939 $44,888,000 3,533
   Beacon Pointe Advisors LLC 39 - 2023-12-31 1,450,873 $42,409,000 201,114
   Betterment LLC 45 - 2023-12-31 1,432,423 $41,870,000 295,487
   Summit Wealth Group LLC 1 - 2024-03-31 1,308,670 $41,812,000 18,312
   PBMares Wealth Management LLC - 2024-03-31 1,303,321 $41,641,000 45,346
   Helen Stephens Group LLC 1 - 2024-03-31 1,302,747 $41,623,000 206,100
   EFFICIENT ADVISORS, LLC 12 - 2023-12-31 1,409,727 $41,206,000 10,952
   J P MORGAN CHASE & CO 1227 - 2023-12-31 1,312,983 $38,378,000 252,036
   RS CRUM INC. 2 - 2023-12-31 1,289,183 $37,683,000 49,969
   Creative Capital Management Investments LLC 1 - 2024-03-31 1,179,356 $37,680,000 139,578
   One Degree Advisors Inc 1 - 2024-03-31 1,161,243 $37,102,000 12,714
   Applied Capital LLC 1 - 2024-03-31 1,154,358 $36,882,000 40,020
   Trust Co of the South 3 - 2024-03-31 1,145,197 $36,589,000 119,334
   BAYSHORE ASSET MANAGEMENT LLC 2 - 2023-12-31 1,247,856 $36,475,000 10,279
   Sowell Financial Services LLC - 2024-03-31 1,132,987 $36,199,000 945,765
   Glassman Wealth Services 6 - 2024-03-31 1,124,312 $35,922,000 65,356
   ROYAL BANK OF CANADA 824 - 2023-12-31 1,212,572 $35,444,000 219,785
   NORTHWEST WEALTH MANAGEMENT LLC 1 - 2023-12-31 1,203,369 $35,174,000 315,243
   Cetera Investment Advisers 67 - 2023-12-31 1,191,554 $34,829,000 1,762
   Midwest Heritage Bank FSB 1 - 2024-03-31 1,083,780 $34,627,000 195,580
   Morton Capital Management LLC/CA 3 - 2024-03-31 1,062,802 $33,957,000 66,100
   CLIENT 1ST ADVISORY GROUP LLC 1 - 2023-12-31 1,152,500 $33,688,000 372,712
   FirstPurpose Wealth LLC 2 - 2024-03-31 1,069,610 $33,372,000 1,256
   North Ridge Wealth Advisors Inc. 1 - 2024-03-31 1,027,276 $32,821,000 45,567
   Straight Path Wealth Management 1 - 2024-03-31 1,025,114 $32,752,000 52,128
   MML INVESTORS SERVICES LLC 164 - 2023-12-31 1,072,340 $31,344,000 126,036
   GREAT VALLEY ADVISOR GROUP INC. 16 - 2023-12-31 1,061,444 $31,026,000 385,297
   Financial Symmetry Inc - 2024-03-31 953,095 $30,451,000 25,355
   Trellis Wealth Advisors LLC 2 - 2024-03-31 932,343 $29,788,000 28,328
   Private Wealth Management Group LLC - 2024-03-31 894,496 $28,579,000 113,340
   Wealthstream Advisors Inc. 2 - 2023-12-31 972,613 $28,429,000 113,057
   Equitable Holdings Inc. 65 - 2023-12-31 943,481 $27,578,000 67,731
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us