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Get Institutions for : 
Dimensional U S Core Equity 2 Etf (DFAC)  
$31.59 0.22 (0.7%) as of 4:30 Thu 5/9


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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  : 
4.53 (16.74%)  




 
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
   BUCKINGHAM ASSET MANAGEMENT, LLC 1 - 2023-12-31 37,499,436 $1,096,109,000 -76,055
   Plancorp LLC 1 - 2023-12-31 11,022,373 $322,184,000 -37,695
   Private Ocean LLC 1 - 2024-03-31 6,983,047 $223,108,000 -349,607
   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
   PURE FINANCIAL ADVISORS, INC. 4 - 2024-03-31 4,926,985 $157,417,000 -76,408
   Austin Asset Management Co Inc 1 - 2024-03-31 4,228,841 $135,111,000 -32,533
   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
   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
   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
   HANSON MCCLAIN, INC. 19 - 2024-03-31 3,236,902 $103,419,000 -83,756
   UBS Group AG 411 - 2023-12-31 3,483,247 $101,815,000 -13,078
   Altiora Financial Group LLC 1 - 2024-03-31 3,089,712 $98,716,000 -184,403
   BetterWealth LLC 1 - 2024-03-31 2,892,946 $92,430,000 -16,443
   Meridian Wealth Partners LLC 1 - 2023-12-31 3,055,719 $89,319,000 -48,842
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 1 - 2024-03-31 2,567,494 $82,031,000 -1,560,924
   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
   Waypoint Wealth Partners Inc. 2 - 2024-03-31 2,383,198 $76,143,000 -46,076
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 2,253,857 $72,011,000 -72,114
   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
   Planning Center Inc. 2 - 2024-03-31 2,075,712 $66,319,000 -48,237
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 77 - 2024-03-31 1,854,169 $59,241,000 -81,377
   Tillman Hartley LLC 1 - 2023-12-31 1,911,977 $55,887,000 -5,243
   Vista Wealth Management Group LLC - 2024-03-31 1,738,694 $55,551,000 -111,076
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 1 - 2023-12-31 1,893,644 $55,351,000 -2,588
   VANCE WEALTH INC. - 2024-03-31 1,696,336 $54,198,000 -691
   LINCOLN NATIONAL CORP - 2024-03-31 1,562,110 $49,909,000 -20,904
   Perigon Wealth Management LLC - 2024-03-31 1,519,125 $48,536,000 -10,659
   Advisor Group Holdings Inc. 218 - 2023-12-31 1,655,412 $48,388,000 -1,543,744
   Austin Wealth Management LLC 1 - 2023-12-31 1,291,852 $39,117,000 -68,378
   Lauterbach Financial Advisors LLC 1 - 2023-12-31 1,335,745 $39,044,000 -2,874
   Rather & Kittrell Inc. 1 - 2024-03-31 1,219,807 $38,973,000 -10,093
   Chicago Partners Investment Group LLC 13 - 2024-03-31 1,159,781 $35,640,000 -393,198
   CHERRYDALE WEALTH MANAGEMENT LLC 2 - 2024-03-31 1,102,816 $35,235,000 -5,458
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 2 - 2023-12-31 1,116,252 $32,628,000 -6,619
   LIBERTY WEALTH MANAGEMENT LLC 2 - 2024-03-31 904,449 $28,904,000 -28,632
   EP WEALTH ADVISORS, INC. 68 - 2023-12-31 983,441 $28,746,000 -1,937
   PHILLIPS FINANCIAL MANAGEMENT LLC 12 - 2024-03-31 890,430 $28,449,000 -103,102
   DOPKINS WEALTH MANAGEMENT LLC - 2023-12-31 946,012 $27,652,000 -159,756
   WMS PARTNERS, LLC 17 - 2023-12-31 913,229 $26,694,000 -2,476
   UMB BANK N A/MO 59 - 2024-03-31 821,558 $26,249,000 -1,641
   Robertson Stephens Wealth Management LLC 14 - 2023-12-31 868,392 $25,383,000 -946
   CAPTRUST FINANCIAL ADVISORS 202 - 2023-12-31 831,033 $24,291,000 -930
   Root Financial Partners LLC 5 - 2024-03-31 723,167 $23,105,000 -32,233
   EMPIRICAL FINANCIAL SERVICES, LLC 25 - 2023-12-31 780,357 $22,810,000 -8,587
   Versant Capital Management Inc 3 - 2024-03-31 692,597 $22,128,000 -3,988
   COMERICA SECURITIESINC. 7 - 2023-09-30 819,891 $21,481,000 -32,124
   KRAFT ASSET MANAGEMENT LLC 2 - 2023-12-31 722,941 $21,132,000 -3,178
   CFS Investment Advisory Services LLC 5 - 2023-12-31 607,242 $17,750,000 -3,334
   RCS Financial Planning LLC 2 - 2024-03-31 524,624 $16,762,000 -114,552
   Hemington Wealth Management 6 - 2024-03-31 501,728 $16,031,000 -69,310
   Signature Resources Capital Management LLC 2 - 2024-03-31 539,642 $15,774,000 -18,931
   American Capital Advisory LLC 1 - 2024-03-31 609,293 $15,525,000 -57,919
   FINANCIAL ENGINES ADVISORS L.L.C. 66 - 2023-12-31 522,860 $15,283,000 -11,171
   Hassell Wealth Management LLC 4 - 2024-03-31 480,620 $14,769,000 -6,251
   Cresset Asset Management LLC 160 - 2023-12-31 486,280 $14,214,000 -500
   Orion Portfolio Solutions LLC 130 - 2023-12-31 480,115 $13,943,000 -13,560
   Keudell/Morrison Wealth Management 3 - 2023-12-31 476,566 $13,930,000 -10,449
   Merit Financial Group LLC 37 - 2023-12-31 440,449 $12,874,000 -7,916
   STIFEL FINANCIAL CORP 688 - 2023-12-31 430,932 $12,596,000 -83,921
   DELAP WEALTH ADVISORY LLC 5 - 2023-12-31 425,172 $12,428,000 -42,498
   REGIONS FINANCIAL CORP 152 - 2024-03-31 387,132 $12,369,000 -1,985
   SageView Advisory Group LLC 19 - 2023-12-31 405,555 $12,081,000 -4,305
   Great Waters Wealth Management 11 - 2024-03-31 367,685 $11,748,000 -15,781
   Sequoia Financial Advisors LLC 128 - 2024-03-31 365,966 $11,693,000 -9,725
   Efficient Wealth Management LLC 10 - 2024-03-31 362,068 $11,569,000 -4,044
   EverSource Wealth Advisors LLC 18 - 2023-12-31 391,723 $11,450,000 -89,895
   Cherry Tree Wealth Management LLC - 2024-03-31 352,816 $11,272,000 -2,943
   Winthrop Advisory Group LLC 14 - 2024-03-31 350,177 $11,188,000 -7,847
   McCarthy Grittinger Financial Group LLC 10 - 2024-03-31 348,797 $11,144,000 -7,640
   Schubert & Co 3 - 2023-12-31 378,321 $11,058,000 -22
   Advisory Services & Investments LLC 5 - 2024-03-31 339,511 $10,847,000 -10,736
   WEALTHSOURCE PARTNERS LLC 24 - 2023-12-31 368,139 $10,761,000 -917
   Strategic Investment Solutions Inc. /IL 9 - 2023-12-31 361,172 $10,557,000 -6,523,470
   FINANCIAL NETWORK 331 - 2023-12-31 359,634 $10,512,000 -40,013
   Financial Insights Inc. 10 - 2024-03-31 313,582 $10,019,000 -122,473
   Visionary Wealth Advisors 27 - 2023-12-31 329,770 $9,639,000 -3,131
   Great Lakes Retirement Inc. 16 - 2023-12-31 327,276 $9,566,000 -56,976
   RF&L WEALTH MANAGEMENT LLC - 2024-03-31 293,016 $9,362,000 -2,199
   AdvisorNet Financial Inc 22 - 2024-03-31 281,335 $8,989,000 -197,868
   Waterfront Wealth Inc. 2 - 2023-12-31 300,676 $8,789,000 -11,670
   WEBSTERROGERS FINANCIAL ADVISORS LLC 12 - 2023-12-31 290,071 $8,479,000 -4,591
   Red Wave Investments LLC 8 - 2023-12-31 275,827 $8,062,000 -600
   Fort Point Capital Partners LLC 20 - 2023-12-31 257,338 $7,522,000 -209
   MONTICELLO WEALTH MANAGEMENT LLC 34 - 2024-03-31 227,511 $7,269,000 -23,420
   Bridgewater Advisors Inc. 23 - 2024-03-31 205,716 $6,573,000 -96
   Global Retirement Partners LLC 92 - 2024-03-31 201,596 $6,441,000 -4,311
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 462 - 2023-09-30 234,966 $6,156,000 -61,269
   Nicholas Hoffman & Company LLC. 27 - 2024-03-31 183,242 $5,855,000 -1,028
   UMA Financial Services Inc. 21 - 2024-03-31 190,813 $5,803,000 -98
   McCarthy Asset Management Inc. 8 - 2023-12-31 198,315 $5,797,000 -5,875
   Abacus Wealth Partners LLC 14 - 2024-03-31 171,528 $5,480,000 -2,553
   Valued Wealth Advisors LLC - 2024-03-31 165,894 $5,300,000 -36,830
  100 Records found
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