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Get Institutions for : 
Dfa Dimensional Emerging Core Equity Market Etf (DFAE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 387    15
Total shares held : 
 114,141,007  
% of shares held : 
 18.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   103  
Amount of shares held : 
 7,691,318  
% of shares held change : 
   1.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 3,114,272
 2.73%
 
Increased Positions :
192
 9,349,034
 8.19%
 
Unchanged Positions :
56
 16,094,010
 14.1%
 
Decreased Positions :
104
-3,445,259
-3.02%
 
Closed Positions :
20
-1,326,729
-1.16%
 
Guru Positions :
1
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
   Retirement Systems of Alabama 11 - 2024-03-31 12,668,769 $313,172,000 0
   FMR LLC 878 - 2023-12-31 5,939,941 $143,212,000 317,509
   UBS Group AG 367 - 2023-12-31 4,966,645 $119,746,000 541,148
   ENVESTNET ASSET MANAGEMENT INC 402 - 2023-12-31 4,333,055 $104,470,000 -48,950
   MERCER GLOBAL ADVISORS INC /ADV 66 - 2023-12-31 3,747,457 $90,351,000 -115,759
   BANK OF AMERICA CORP /DE/ 923 - 2023-12-31 3,412,268 $82,270,000 317,127
   MARINER WEALTH ADVISORS, LLC 125 - 2023-12-31 2,864,880 $69,072,000 -148,505
   Cable Hill Partners LLC 4 - 2024-03-31 2,587,914 $60,687,000 0
   Private Ocean LLC 4 - 2024-03-31 2,064,259 $51,028,000 256,923
   CATALYST CAPITAL ADVISORS LLC 20 - 2024-03-31 1,778,007 $43,952,000 183,921
   Millburn Ridgefield Corp 20 - 2024-03-31 1,778,007 $43,952,000 183,921
   CI Private Wealth LLC 241 - 2023-12-31 1,793,337 $43,237,000 77,167
   CREATIVE PLANNING 139 - 2023-12-31 1,759,830 $42,429,000 -54,915
   MISSION WEALTH MANAGEMENT LLC 17 - 2024-03-31 1,573,081 $38,887,000 186,525
   Falcon Wealth Planning 4 - 2024-03-31 1,470,022 $36,339,000 115,393
   True Link Financial Advisors LLC 11 - 2024-03-31 1,431,811 $35,394,000 55,008
   EVOKE WEALTH LLC 29 - 2023-12-31 1,213,162 $29,249,000 7,867
   CWM LLC 148 - 2024-03-31 1,148,674 $28,395,000 146,770
   Integrated Wealth Concepts LLC 38 - 2023-12-31 1,106,931 $26,688,000 -29,427
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 272 - 2024-03-31 1,053,779 $26,049,000 380,912
   BANK OF MONTREAL /CAN/ 613 - 2023-12-31 1,041,254 $25,188,000 277,498
   RVW Wealth LLC 13 - 2024-03-31 956,449 $23,643,000 51,233
   Aquire Wealth Advisors LLC 3 - 2023-12-31 966,336 $23,298,000 55,470
   BUCKINGHAM ASSET MANAGEMENT, LLC 52 - 2023-12-31 953,274 $22,983,000 50,448
   Root Financial Partners LLC 6 - 2024-03-31 892,200 $22,055,000 143,010
   West Financial Advisors LLC 5 - 2024-03-31 874,492 $21,617,000 13,492
   RAM Investment Partners LLC 7 - 2024-03-31 808,149 $19,977,000 50,778
   Financial Planning & Information Services Inc. 13 - 2023-12-31 824,899 $19,888,000 95,469
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 532 - 2024-03-31 752,500 $18,602,000 -523,543
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 10 - 2024-03-31 744,802 $18,412,000 54,533
   LEDYARD NATIONAL BANK 8 - 2023-12-31 747,688 $18,027,000 -1,543
   Prime Capital Investment Advisors LLC - 2023-12-31 738,027 $17,794,000 186,322
   ROYAL BANK OF CANADA 1172 - 2023-12-31 726,412 $17,514,000 84,903
   Aveo Capital Partners LLC 6 - 2023-12-31 699,974 $16,876,000 59,258
   JFS WEALTH ADVISORS, LLC 19 - 2024-03-31 658,691 $16,283,000 -16,003
   EQIS CAPITAL MANAGEMENT, INC. 11 *New 2023-12-31 667,358 $16,090,000 667,358
   Diversified Portfolios Inc. 9 - 2023-12-31 667,088 $16,084,000 -5,591
   WPWealth LLP 6 - 2023-12-31 649,911 $15,669,000 73,907
   MARQUETTE ASSET MANAGEMENT INC. 12 - 2023-12-31 641,782 $15,473,000 169,547
   Great Waters Wealth Management 10 - 2024-03-31 622,222 $15,381,000 -58,276
   CPA Asset Management LLC 3 - 2023-12-31 621,512 $14,985,000 93,780
   Moisand Fitzgerald Tamayo LLC 15 - 2024-03-31 558,373 $13,803,000 28,264
   HORIZON INVESTMENTS, LLC/SC 39 - 2023-12-31 564,199 $13,603,000 32,377
   JANE STREET GROUP LLC 748 - 2023-12-31 560,293 $13,509,000 -51,211
   Perigon Wealth Management LLC 50 - 2024-03-31 542,944 $13,422,000 111,066
   Colony Family Offices LLC 7 - 2024-03-31 520,146 $12,858,000 45,247
   Bedel Financial Consulting Inc. 6 - 2023-12-31 531,781 $12,821,000 15,630
   Pallas Capital Advisors LLC 27 - 2024-03-31 510,172 $12,611,000 22,712
   PARK AVENUE SECURITIES LLC 98 - 2024-03-31 487,841 $12,059,000 61,136
   BEDEL FINANCIAL CONSULTING INC 5 - 2023-09-30 516,151 $11,650,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 74 - 2023-12-31 481,463 $11,608,000 25,641
   MML INVESTORS SERVICES LLC 337 - 2023-12-31 475,906 $11,474,000 -178,122
   J P MORGAN CHASE & CO 1940 - 2023-12-31 473,838 $11,424,000 464,225
   Creative Capital Management Investments LLC 6 - 2024-03-31 458,440 $11,333,000 33,610
   DiNuzzo Private Wealth Inc. 19 - 2024-03-31 458,386 $11,331,000 4,343
   Great Point Wealth Advisors LLC - 2023-12-31 453,799 $10,941,000 50,727
   UMA Financial Services Inc. 11 - 2024-03-31 454,567 $10,923,000 10,505
   MATHER GROUP, INC. 60 - 2024-03-31 446,398 $10,763,000 -395
   CFS Investment Advisory Services LLC 11 - 2023-12-31 439,360 $10,593,000 -15,932
   FOUNDERS FINANCIAL SECURITIES LLC 22 - 2024-03-31 420,146 $10,386,000 -152,970
   Morling Financial Advisors LLC 3 - 2023-12-31 420,438 $10,137,000 77,677
   Envision Financial Planning LLC 2 - 2024-03-31 407,999 $10,086,000 55,502
   Annandale Capital LLC 12 - 2023-12-31 414,716 $9,999,000 67,121
   Avondale Wealth Management 5 - 2024-03-31 385,851 $9,538,000 18,983
   GeoWealth Management LLC 34 - 2023-12-31 392,310 $9,457,000 30,941
   EFFICIENT ADVISORS, LLC 33 - 2023-12-31 389,366 $9,388,000 -224
   AWM CAPITAL LLC 17 - 2024-03-31 376,983 $9,319,000 -21,247
   PRIVATE CAPITAL MANAGEMENT LLC 12 - 2024-03-31 368,374 $9,106,000 34,351
   Pioneer Wealth Management Group 6 - 2024-03-31 368,000 $9,097,000 42,656
   SOL CAPITAL MANAGEMENT CO 20 - 2024-03-31 366,249 $9,054,000 2,543
   TCI Wealth Advisors Inc. 19 - 2023-12-31 372,490 $8,981,000 56,623
   MODERA WEALTH MANAGEMENT, LLC 117 - 2023-12-31 363,672 $8,768,000 354,897
   BRIGHTON JONES LLC 40 - 2023-12-31 360,979 $8,703,000 71,596
   Chico Wealth RIA 3 - 2024-03-31 351,820 $8,697,000 19,813
   TCP Asset Management LLC 17 - 2024-03-31 346,741 $8,571,000 75,604
   HIGHTOWER ADVISORS, LLC 738 - 2023-12-31 351,720 $8,477,000 172,656
   Dynamic Advisors Solutions LLC 88 - 2024-03-31 341,325 $8,438,000 -16,366
   COLLECTIVE FAMILY OFFICE LLC 9 - 2024-03-31 337,403 $8,341,000 18,442
   EVERGREEN CAPITAL MANAGEMENT LLC 86 - 2023-12-31 343,185 $8,274,000 5,990
   DDFG Inc 13 - 2024-03-31 323,899 $8,007,000 -84,146
   Beaird Harris Wealth Management LLC 23 - 2023-12-31 329,917 $7,954,000 -5,365
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 413 - 2023-09-30 351,173 $7,926,000 59
   BURNS WEALTH MANAGEMENT, INC. 95 - 2023-12-31 325,088 $7,838,000 34,322
   Bridgewater Advisors Inc. 21 - 2024-03-31 314,919 $7,785,000 32,208
   PBMares Wealth Management LLC 14 - 2024-03-31 311,026 $7,689,000 47,742
   Shore Point Advisors LLC 7 - 2024-03-31 309,909 $7,661,000 -3,319
   COMMONWEALTH EQUITY SERVICES LLC. 925 - 2024-03-31 305,303 $7,547,000 -311,715
   SC&H Financial Advisors Inc. 12 - 2024-03-31 302,509 $7,478,000 6,745
   FirstPurpose Wealth LLC 6 - 2024-03-31 286,133 $7,113,000 13,951
   Betterment LLC 85 - 2023-12-31 293,490 $7,076,000 65,758
   NEWMAN DIGNAN & SHEERAR, INC. 9 - 2024-03-31 286,114 $7,073,000 43,900
   Towneley Capital Management Inc / DE 14 - 2024-03-31 284,743 $7,039,000 1,705
   Wescott Financial Advisory Group LLC 17 - 2023-12-31 291,747 $7,034,000 11,651
   Keyes Stange & Wooten Wealth Management LLC 4 - 2023-12-31 289,808 $6,987,000 0
   Larson Financial Group LLC 41 - 2024-03-31 282,575 $6,985,000 -23,655
   Plan Group Financial LLC 5 - 2024-03-31 281,197 $6,951,000 37,463
   LPL FINANCIAL CORP 1474 - 2023-12-31 285,333 $6,879,000 75,960
   Vawter Financial Ltd. 7 - 2023-12-31 281,862 $6,796,000 62,823
   Index Fund Advisors Inc. 12 - 2023-12-31 277,010 $6,679,000 73,310
   PERRITT CAPITAL MANAGEMENT INC 6 - 2023-12-31 275,068 $6,632,000 4,829
  100 Records found
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