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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   KPP Advisory Services LLC 149 *Closed 2023-12-31 0 $0 -19,464
   3D/L Capital Management LLC 15 *Closed 2023-12-31 0 $0 -25,586
   Meridian Wealth Management LLC 221 *Closed 2024-03-31 0 $0 -182,641
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1069 *Closed 2023-12-31 0 $0 -619,292
   Kovack Advisors Inc. 489 *Closed 2024-03-31 0 $0 -24,911
   Apexium Financial LP 238 *Closed 2024-03-31 0 $0 -10,531
   NBC SECURITIES INC. 2187 *Closed 2024-03-31 0 $0 -440
   Belpointe Asset Management LLC 727 *Closed 2023-12-31 0 $0 -8,466
   SEGALL BRYANT & HAMILL 379 *Closed 2023-12-31 0 $0 -12,494
   GOLDMAN SACHS GROUP INC/ 4647 *Closed 2023-12-31 0 $0 -324,868
   TECTONIC ADVISORS LLC 288 *Closed 2023-12-31 0 $0 -17,578
   V Wealth ManagementLLC 277 *Closed 2023-09-30 0 $0 -37,604
   Beacon Capital Management LLC 979 *Closed 2023-12-31 0 $0 -10
   Global Wealth Management Investment Advisory Inc. 462 *Closed 2023-12-31 0 $0 -9,646
   Ameritas Advisory Services LLC 762 *Closed 2023-12-31 0 $0 -115,579
   Advisor Resource Council 297 *Closed 2024-03-31 0 $0 -19,099
   SYNOVUS FINANCIAL CORP 842 *Closed 2023-12-31 0 $0 -9,775
   GRADIENT INVESTMENTS LLC 1790 *Closed 2024-03-31 0 $0 -2,243
   Focused Wealth Management Inc 1010 *Closed 2023-12-31 0 $0 -1,155
   Trevian Wealth Management LLC 32 *Closed 2024-03-31 0 $0 -8,728
   MILLENNIUM MANAGEMENT LLC 4383 *Closed 2023-12-31 0 $0 -22,374
   Americana Partners LLC *Closed 2023-12-31 0 $0 -23,806
   DRIVE WEALTH MANAGEMENT LLC 330 *Closed 2024-03-31 0 $0 -8,370
   Quantinno Capital Management LP 1110 *Closed 2023-12-31 0 $0 -10,780
   TRUEPOINT, INC. 255 *Closed 2023-12-31 0 $0 -15,242
   Raleigh Capital Management Inc. 1112 *Closed 2023-12-31 0 $0 0
   Carlson Capital Management 198 *Closed 2024-03-31 0 $0 -83,976

  27 Records found
  1    
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