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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   MARINER WEALTH ADVISORS, LLC 125 - 2023-12-31 2,864,880 $69,072,000 -148,505
   CREATIVE PLANNING 139 - 2023-12-31 1,759,830 $42,429,000 -54,915
   Integrated Wealth Concepts LLC 38 - 2023-12-31 1,106,931 $26,688,000 -29,427
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 532 - 2024-03-31 752,500 $18,602,000 -523,543
   LEDYARD NATIONAL BANK 8 - 2023-12-31 747,688 $18,027,000 -1,543
   JFS WEALTH ADVISORS, LLC 19 - 2024-03-31 658,691 $16,283,000 -16,003
   Diversified Portfolios Inc. 9 - 2023-12-31 667,088 $16,084,000 -5,591
   Great Waters Wealth Management 10 - 2024-03-31 622,222 $15,381,000 -58,276
   JANE STREET GROUP LLC 748 - 2023-12-31 560,293 $13,509,000 -51,211
   MML INVESTORS SERVICES LLC 337 - 2023-12-31 475,906 $11,474,000 -178,122
   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
   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
   Dynamic Advisors Solutions LLC 88 - 2024-03-31 341,325 $8,438,000 -16,366
   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
   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
   Larson Financial Group LLC 41 - 2024-03-31 282,575 $6,985,000 -23,655
   LEGACY FINANCIAL GROUP INC. 14 - 2023-12-31 249,299 $6,011,000 -22,771
   Aptus Capital Advisors LLC 120 - 2023-12-31 219,906 $5,302,000 -8,009
   PINNACLE ASSOCIATES LTD 238 - 2024-03-31 214,085 $5,292,000 -1,395
   Pinnacle Wealth Management Advisory Group LLC 41 - 2024-03-31 213,980 $5,290,000 -1,395
   tru Independence LLC 33 - 2024-03-31 209,419 $5,177,000 -51,240
   Arista Wealth Management LLC 10 - 2024-03-31 187,847 $4,644,000 -301,945
   OLD MISSION CAPITAL LLC 149 - 2023-12-31 184,431 $4,447,000 -281,934
   Willow Creek Wealth Management Inc. 33 - 2023-12-31 180,937 $4,362,000 -4,973
   SAX WEALTH ADVISORS LLC 27 - 2023-12-31 176,830 $4,263,000 -6,291
   Quantum Financial Advisors LLC 22 - 2024-03-31 157,842 $3,902,000 -14,280
   Cetera Investment Advisers 546 - 2023-12-31 153,336 $3,697,000 -45,442
   Apella Capital LLC 76 - 2024-03-31 140,829 $3,550,000 -19,240
   Level Financial Advisors Inc. 15 - 2024-03-31 138,417 $3,422,000 -11,227
   Tortoise Investment Management LLC 58 - 2023-12-31 138,627 $3,342,000 -3,962
   MONTICELLO WEALTH MANAGEMENT LLC 62 - 2024-03-31 127,850 $3,160,000 -113,977
   FLOW TRADERS U.S. LLC 148 - 2023-12-31 128,730 $3,104,000 -237,682
   Buckingham Strategic Partners 75 - 2023-12-31 120,580 $2,907,000 -23,262
   First Command Bank 28 - 2023-06-30 121,197 $2,843,000 -30,580
   First Command Financial Services Inc. 28 - 2023-06-30 121,197 $2,843,000 -30,580
   CVA Family Office LLC 43 - 2024-03-31 109,610 $2,710,000 -17,213
   Waypoint Wealth Partners Inc. 14 - 2024-03-31 107,425 $2,656,000 -5,000
   Advisor Group Holdings Inc. 1653 - 2023-12-31 107,846 $2,600,000 -21,013
   RCS Financial Planning LLC 14 - 2024-03-31 102,202 $2,526,000 -3,708
   Annapolis Financial Services LLC 35 - 2024-03-31 95,521 $2,361,000 -170,836
   Beacon Pointe Advisors LLC 450 - 2023-12-31 93,038 $2,243,000 -9,319
   Vista Wealth Management Group LLC 57 - 2024-03-31 89,952 $2,224,000 -1,313
   Total Wealth Planning LLC 40 - 2024-03-31 71,476 $1,767,000 -350
   Versant Capital Management Inc 38 - 2024-03-31 71,334 $1,763,000 -7,717
   Garrett Investment Advisors LLC 114 - 2024-03-31 70,453 $1,742,000 -2,981
   Gradient Capital Advisors LLC 42 - 2024-03-31 64,443 $1,593,000 -733
   Breakwater Capital Group 67 - 2024-03-31 64,243 $1,588,000 -289
   PEAPACK GLADSTONE FINANCIAL CORP 340 - 2023-12-31 63,620 $1,534,000 -2,250
   Sequoia Financial Advisors LLC 386 - 2024-03-31 58,317 $1,442,000 -20,415
   Chicago Partners Investment Group LLC 254 - 2024-03-31 58,493 $1,431,000 -12,309
   Evanson Asset Management LLC 93 - 2024-03-31 57,439 $1,420,000 -2,828
   PrairieView Partners LLC 50 - 2024-03-31 57,359 $1,418,000 -13
   AdvisorNet Financial Inc 161 - 2024-03-31 56,661 $1,401,000 -38,292
   Nelson Van Denburg & Campbell Wealth Management Gr 219 - 2024-03-31 55,915 $1,382,000 -26,903
   Sailer Financial LLC 23 - 2023-12-31 54,385 $1,311,000 -4,192
   Valued Wealth Advisors LLC 15 - 2024-03-31 52,229 $1,291,000 -224,035
   Cahill Wealth Management LLC 21 - 2023-12-31 51,878 $1,251,000 -1,586
   Pinnacle Financial Group LLC / IL 30 - 2023-12-31 49,235 $1,187,000 -2,900
   WEALTHSOURCE PARTNERS LLC 181 - 2023-12-31 47,999 $1,157,000 -3,460
   FOSTER & MOTLEY INC 196 - 2024-03-31 45,134 $1,116,000 -305
   First Command Advisory Services Inc. 62 - 2024-03-31 42,887 $1,060,000 -18,221
   RETIREMENT GUYS FORMULA LLC 64 - 2024-03-31 41,880 $1,035,000 -172
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 15 - 2023-12-31 40,507 $977,000 -10,655
   WALDEN WEALTH PARTNERS LLC 30 - 2024-03-31 39,252 $975,000 -1,505
   Financial Advocates Investment Management 313 - 2024-03-31 39,386 $974,000 -167,029
   Morton Capital Management LLC/CA 38 - 2024-03-31 38,768 $958,000 -4,643
   SOUNDMARK WEALTH MANAGEMENT LLC 37 - 2024-03-31 38,531 $952,000 -878
   Shearwater Capital LLC 21 - 2024-03-31 36,135 $893,000 -1,501
   L & S ADVISORS INC 142 - 2023-12-31 35,817 $864,000 -1,719
   Relaxing Retirement Coach 40 - 2023-06-30 35,661 $837,000 -11,738
   Highland Financial Advisors LLC 29 - 2023-12-31 32,982 $795,000 -1,092
   Cordant Inc. 23 - 2024-03-31 31,584 $781,000 -1,786
   American Capital Advisory LLC 40 - 2024-03-31 33,026 $760,000 -21,772
   BANK OF NEW YORK MELLON CORP 3276 - 2024-03-31 30,242 $748,000 -2
   Mutual Advisors LLC 578 - 2024-03-31 29,186 $721,000 -304,528
   DRIVE WEALTH MANAGEMENT LLC 112 - 2024-03-31 23,856 $590,000 -3,503
   Signature Resources Capital Management LLC 19 - 2024-03-31 24,350 $587,000 -1,750
   Bristlecone Advisors LLC 175 - 2024-03-31 22,649 $560,000 -697
   FINANCIAL ENGINES ADVISORS L.L.C. 220 - 2023-12-31 22,429 $541,000 -839
   VanderPol Investments L.L.C. 20 - 2024-03-31 21,686 $536,000 -787
   Rehmann Capital Advisory Group 313 - 2024-03-31 20,564 $508,000 -572
   WMG Financial Advisors LLC 61 - 2023-12-31 20,182 $487,000 -1,690
   Investment Advisory Group LLC 88 - 2024-03-31 18,891 $467,000 -4,274
   Rather & Kittrell Inc. 60 - 2024-03-31 18,039 $446,000 -2,620
   Prosperity Planning Inc. 52 - 2024-03-31 17,064 $422,000 -20
   COMERICA BANK 1941 - 2023-12-31 17,304 $417,000 -122
   Cherry Tree Wealth Management LLC 100 - 2024-03-31 16,558 $409,000 -797
   PARSONS CAPITAL MANAGEMENT INC/RI 339 - 2024-03-31 16,391 $405,000 -3,213
   Ruedi Wealth Management Inc. - 2023-12-31 16,626 $401,000 -5,981
   Hill Investment Group Partners LLC 47 - 2023-12-31 14,648 $353,000 -9,044
   Marshall Financial Group LLC 138 - 2024-03-31 14,155 $350,000 -9,670
   DAVIDSON D A & CO 1068 - 2023-12-31 14,533 $350,000 -1,500
   ELEVATE WEALTH ADVISORY INC 45 - 2024-03-31 12,355 $305,000 -2,919
  100 Records found
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