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Get Institutions for : 
Dimensional U S Core Equity 2 Etf (DFAC)  
$31.37 0.01 (0.03%) as of 4:30 Wed 5/8


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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  : 
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
   MATHER GROUP, INC. 29 - 2024-03-31 933,662 $27,291,000 0
   Cedar Wealth Management LLC 7 - 2023-12-31 302,298 $8,836,000 0
   BlueSky Wealth Advisors LLC 7 - 2024-03-31 163,248 $5,216,000 0
   Caerus Investment Advisors LLC 10 - 2024-03-31 126,261 $4,034,000 0
   PRIVATE TRUST CO NA 42 - 2024-03-31 120,325 $3,844,000 0
   Arbor Wealth Advisors LLC 7 - 2024-03-31 117,251 $3,746,000 0
   Taddei Ludwig & Associates Inc. 19 - 2024-03-31 87,735 $2,803,000 0
   Pallas Capital Advisors LLC 142 - 2024-03-31 76,964 $2,459,000 0
   LIBERTY CAPITAL MANAGEMENT INC 53 - 2024-03-31 72,322 $2,311,000 0
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV - 2024-03-31 68,560 $2,190,000 0
   BAKER AVENUE ASSET MANAGEMENT, LP 156 - 2023-12-31 72,633 $2,123,000 0
   American Financial Advisors LLC 40 - 2024-03-31 66,201 $2,115,000 0
   Keener Financial Planning LLC 8 - 2024-03-31 62,582 $2,000,000 0
   Cornerstone Wealth Group LLC 98 - 2024-03-31 60,946 $1,947,000 0
   FAMILY WEALTH PARTNERS LLC 25 - 2024-03-31 60,596 $1,936,000 0
   Aquire Wealth Advisors LLC 21 - 2023-12-31 57,199 $1,672,000 0
   Wedmont Private Capital 103 - 2024-03-31 52,457 $1,659,000 0
   Virtue Capital Management LLC 54 - 2023-12-31 55,565 $1,592,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 1517 - 2023-12-31 50,795 $1,485,000 0
   BALLENTINE FINN & COMPANY INC 189 - 2024-03-31 46,170 $1,475,000 0
   NORTHERN TRUST CORP 3208 - 2023-12-31 44,769 $1,309,000 0
   Oakwell Private Wealth Management LLC 28 - 2024-03-31 40,714 $1,301,000 0
   Strategic Wealth Partners Ltd. 117 - 2023-03-31 50,006 $1,274,000 0
   FIRST MERCHANTS CORP 143 - 2024-03-31 38,487 $1,230,000 0
   PBWM Holdings LLC 41 - 2023-03-31 48,159 $1,227,000 0
   SILVERCREST ASSET MANAGEMENT GROUP LLC 557 - 2023-12-31 41,632 $1,217,000 0
   Brewster Financial Planning LLC 7 - 2024-03-31 38,044 $1,216,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 257 - 2023-12-31 40,957 $1,197,000 0
   Cooper Financial Group 102 - 2024-03-31 36,362 $1,162,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 138 - 2023-12-31 39,113 $1,143,000 0
   Cardinal Point Wealth Management Partners LLC 25 - 2023-03-31 44,622 $1,137,000 0
   WEDBUSH MORGAN SECURITIES INC 303 - 2023-12-31 37,986 $1,110,000 0
   OMNI 360 Wealth Inc. 31 - 2024-03-31 32,471 $1,037,000 0
   COLLECTIVE FAMILY OFFICE LLC 72 - 2024-03-31 32,293 $1,032,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 288 - 2023-12-31 35,283 $1,031,000 0
   WEALTH ADVISORS INC. 28 - 2023-09-30 38,497 $1,009,000 0
   ERn Financial LLC 94 - 2024-03-31 30,173 $964,000 0
   Heritage Wealth Advisors 87 - 2023-12-31 32,405 $947,000 0
   Quantum Financial Advisors LLC 53 - 2024-03-31 27,786 $888,000 0
   SEAWARD MANAGEMENT CORP - 2023-12-31 30,274 $885,000 0
   ST GERMAIN D J CO INC 169 - 2024-03-31 27,689 $885,000 0
   Oakworth Capital Inc. 85 - 2024-03-31 26,845 $858,000 0
   DGS Capital Management LLC 75 - 2024-03-31 26,450 $845,000 0
   Perennial Investment Advisors LLC 124 - 2023-12-31 28,383 $830,000 0
   Affinity Capital Advisors LLC 70 - 2024-03-31 25,646 $819,000 0
   NorthRock Partners LLC 127 - 2023-12-31 27,866 $815,000 0
   CRA Financial Services LLC 94 - 2024-03-31 25,195 $805,000 0
   Richard P Slaughter Associates Inc 96 - 2024-03-31 25,188 $805,000 0
   COLTON GROOME FINANCIAL ADVISORS LLC 49 - 2024-03-31 24,838 $794,000 0
   InterOcean Capital Group LLC 220 - 2023-12-31 27,139 $793,000 0
   Lion Street Advisors LLC 76 - 2024-03-31 24,609 $719,000 0
   MURPHY POHLAD ASSET MANAGEMENT LLC 79 - 2024-03-31 22,504 $719,000 0
   BUSEY TRUST CO 205 - 2024-03-31 21,917 $700,000 0
   BTIM CORP. 303 - 2024-03-31 21,537 $688,000 0
   CLIFFORD ASSOCIATES LLC 193 - 2024-03-31 21,311 $681,000 0
   Single Point Partners LLC 46 - 2024-03-31 20,969 $670,000 0
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 203 - 2023-12-31 22,456 $656,000 0
   Quadrant Private Wealth Management LLC 109 - 2023-12-31 22,372 $654,000 0
   Apeiron RIA LLC 93 - 2024-03-31 20,010 $639,000 0
   TI-TRUST INC 65 - 2024-03-31 18,395 $588,000 0
   Cherry Creek Investment Advisors Inc. 50 - 2024-03-31 18,157 $580,000 0
   JOHNSON INVESTMENT COUNSEL INC 456 - 2023-12-31 19,236 $562,000 0
   Harbor Group Inc. 46 - 2024-03-31 16,854 $538,000 0
   REBALANCE LLC 62 - 2024-03-31 16,818 $537,000 0
   Evolution Advisers Inc. 25 - 2024-03-31 16,680 $533,000 0
   WAGNER CAPITAL MANAGEMENT CORP 205 - 2024-03-31 16,478 $526,000 0
   Accel Wealth Management 110 - 2024-03-31 15,581 $498,000 0
   EXCHANGE CAPITAL MANAGEMENT INC 144 - 2024-03-31 15,372 $491,000 0
   Retirement Income Solutions Inc - 2024-03-31 15,161 $484,000 0
   Adviser Investments LLC - 2024-03-31 15,162 $484,000 0
   Balboa Wealth Partners 118 - 2023-12-31 16,388 $479,000 0
   YCMNET ADVISORS INC 153 - 2023-12-31 16,194 $473,000 0
   Jackson Hole Capital Partners LLC 131 - 2023-12-31 15,977 $467,000 0
   CAPITAL ADVISORS INC/OK 201 - 2024-03-31 14,608 $467,000 0
   Lido Advisors LLC 782 - 2023-12-31 15,791 $462,000 0
   Bell Investment Advisors Inc 64 - 2023-12-31 15,776 $461,000 0
   LOCKERMAN FINANCIAL GROUP INC. 31 - 2024-03-31 14,358 $459,000 0
   Atlantic Trust Group LLC 832 - 2023-12-31 15,006 $439,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 428 - 2024-03-31 13,615 $435,000 0
   RWM Asset Management LLC 104 - 2024-03-31 13,326 $426,000 0
   Washington Trust Advisors Inc. 134 - 2023-12-31 14,546 $425,000 0
   Morling Financial Advisors LLC 35 - 2023-12-31 14,492 $424,000 0
   Highland Financial Advisors LLC 36 - 2023-12-31 14,254 $417,000 0
   SAND HILL ADVISORS INC/CA 130 - 2023-12-31 14,266 $417,000 0
   Keystone Wealth Services LLC 144 - 2024-03-31 12,697 $406,000 0
   FIRST AMERICAN TRUST CO 134 - 2023-12-31 13,731 $401,000 0
   Elwood & Goetz Wealth Advisory Group LLC 60 - 2024-03-31 12,468 $398,000 0
   Empower Advisory Group LLC 346 - 2024-03-31 12,418 $397,000 0
   Ropes Wealth Advisors LLC 181 - 2023-09-30 15,162 $397,000 0
   NewEdge Wealth LLC 556 - 2023-12-31 13,468 $394,000 0
   KISTLERTIFFANY COMPANIES, LLC 243 - 2023-06-30 13,907 $378,000 0
   WASHINGTON TRUST CO 223 - 2024-03-31 11,417 $365,000 0
   CLARK CAPITAL MANAGEMENT GROUP INC 333 - 2023-12-31 12,315 $360,000 0
   ARGI INVESTMENT SERVICES, LLC 347 - 2022-12-31 14,834 $360,000 0
   Monument Capital Management 141 - 2024-03-31 11,012 $352,000 0
   VISTA FINANCE LLC 17 - 2023-12-31 11,992 $351,000 0
   Apollon Financial LLC - 2024-03-31 10,879 $348,000 0
   EAGLE RIDGE INVESTMENT MANAGEMENT 122 - 2024-03-31 10,511 $336,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 10,468 $334,000 0
   Ironwood Wealth Management llc 119 - 2024-03-31 10,350 $331,000 0
  100 Records found
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