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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 426    29
Total shares held : 
 117,036,469  
% of shares held : 
 90.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   158  
Amount of shares held : 
 11,736,670  
% of shares held change : 
   9.07%  
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 :
41
 3,206,215
 2.74%
 
Increased Positions :
224
 12,596,146
 10.76%
 
Unchanged Positions :
66
 5,394,467
 4.61%
 
Decreased Positions :
95
-3,583,736
-3.06%
 
Closed Positions :
12
-481,955
-0.41%
 
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
   SYM FINANCIAL CORPORATION 1 - 2023-12-31 6,146,997 $176,050,000 -229,072
   Cable Hill Partners LLC 1 - 2023-12-31 5,276,464 $149,271,000 265,810
   BANK OF AMERICA CORP /DE/ 721 - 2023-12-31 4,589,017 $131,429,000 119,376
   CI Private Wealth LLC 122 - 2023-12-31 3,574,826 $102,383,000 192,990
   Moisand Fitzgerald Tamayo LLC 1 - 2024-03-31 3,333,486 $100,738,000 121,916
   ROYAL BANK OF CANADA 570 - 2023-12-31 2,464,341 $70,578,000 353,167
   MARQUETTE ASSET MANAGEMENT INC. 2 - 2023-12-31 1,992,601 $57,068,000 527,755
   LVZ Advisors Inc. 6 - 2024-03-31 1,871,358 $56,552,000 17,412
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 15 - 2023-12-31 1,771,013 $50,722,000 201,252
   RVW Wealth LLC 3 - 2024-03-31 1,639,540 $49,547,000 73,239
   COMMONWEALTH EQUITY SERVICES LLC. 227 - 2023-12-31 1,620,842 $46,421,000 20,506
   MARINER WEALTH ADVISORS, LLC 181 - 2023-12-31 1,613,191 $46,202,000 25,282
   Private Ocean LLC 6 - 2024-03-31 1,502,137 $45,395,000 201,076
   EVOKE WEALTH LLC 23 - 2023-12-31 1,526,227 $43,711,000 40,172
   Root Financial Partners LLC 2 - 2024-03-31 1,441,886 $43,574,000 194,696
   Zhang Financial LLC 9 - 2024-03-31 1,409,253 $42,588,000 121,182
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 199 - 2024-03-31 1,327,539 $40,118,000 331,953
   Resources Investment Advisors Inc. 32 - 2023-12-31 1,384,192 $39,643,000 1,371,053
   Spinnaker Investment Group LLC 4 - 2024-03-31 1,211,796 $36,620,000 42,461
   UBS Group AG 816 - 2023-12-31 1,267,976 $36,315,000 -108,755
   RAM Investment Partners LLC 2 - 2023-12-31 1,252,380 $35,868,000 18,085
   Sequoia Financial Advisors LLC - 2023-12-31 1,246,860 $35,710,000 95,136
   McIlrath & Eck LLC 6 - 2023-12-31 1,111,511 $31,834,000 196,063
   Financial Planning & Information Services Inc. 7 - 2023-12-31 1,084,387 $31,057,000 145,790
   Bedel Financial Consulting Inc. 3 - 2023-12-31 1,057,655 $30,291,000 18,270
   Aquire Wealth Advisors LLC 2 - 2023-12-31 1,030,711 $29,520,000 24,171
   PRIVATE CAPITAL MANAGEMENT LLC 4 - 2024-03-31 966,407 $29,205,000 104,805
   MATHER GROUP, INC. 28 - 2024-03-31 994,980 $28,496,000 -2,060
   JFS WEALTH ADVISORS, LLC 11 - 2023-12-31 974,869 $27,920,000 302,859
   BEDEL FINANCIAL CONSULTING INC 3 - 2023-09-30 1,039,385 $27,138,000 0
   MISSION WEALTH MANAGEMENT LLC 21 - 2023-12-31 926,808 $26,544,000 -21,138
   Chico Wealth RIA 2 - 2024-03-31 846,656 $25,586,000 39,419
   Larson Financial Group LLC 8 - 2023-12-31 857,521 $24,559,000 49,194
   PURE FINANCIAL ADVISORS, INC. 28 - 2024-03-31 807,316 $24,397,000 136,323
   Pioneer Wealth Management Group 2 - 2024-03-31 805,188 $24,333,000 111,871
   Betterment LLC 53 - 2023-12-31 829,488 $23,757,000 256,879
   NORTHERN TRUST CORP 1505 *New 2023-12-31 810,491 $23,212,000 810,491
   Wealth Dimensions Group Ltd. 3 - 2023-12-31 780,303 $22,348,000 321,060
   CREATIVE PLANNING 232 - 2023-12-31 755,950 $21,650,000 109,376
   BRIGHTON JONES LLC 16 - 2023-12-31 720,819 $20,644,000 193,841
   ENVESTNET ASSET MANAGEMENT INC 1023 - 2023-12-31 720,065 $20,623,000 -9,099
   M HOLDINGS SECURITIES, INC. 11 - 2023-12-31 714,139 $20,453,000 16,910
   BUCKINGHAM ASSET MANAGEMENT, LLC 59 - 2023-12-31 705,388 $20,202,000 329,056
   Kestra Advisory Services LLC 120 - 2023-12-31 697,378 $19,973,000 577,939
   Aptus Capital Advisors LLC 36 - 2023-12-31 684,732 $19,611,000 13,100
   GeoWealth Management LLC 5 - 2023-12-31 660,846 $18,926,000 33,710
   DecisionPoint Financial LLC 4 - 2023-12-31 648,630 $18,577,000 -387
   Monument Group Wealth Advisors LLC 2 - 2023-12-31 638,653 $18,291,000 0
   Keyes Stange & Wooten Wealth Management LLC 1 - 2023-12-31 631,930 $18,098,000 0
   UMA Financial Services Inc. 4 - 2024-03-31 620,074 $17,957,000 19,279
   Perigon Wealth Management LLC 35 - 2023-12-31 626,308 $17,937,000 -48,135
   HANSON MCCLAIN, INC. 78 - 2024-03-31 592,041 $17,891,000 -12,226
   AWM CAPITAL LLC 10 - 2024-03-31 583,803 $17,643,000 -25,041
   Stonehearth Capital Management LLC 3 - 2024-03-31 574,897 $17,373,000 22,910
   TRIAD FINANCIAL ADVISORS INC. 5 - 2023-09-30 634,025 $16,554,000 266,874
   Vantage Financial Partners Ltd. Inc. 3 *New 2023-12-31 571,727 $16,374,000 571,727
   LEGACY FINANCIAL GROUP INC. 4 - 2023-12-31 564,423 $16,165,000 6,822
   Pallas Capital Advisors LLC 17 - 2024-03-31 531,325 $16,057,000 17,287
   SC&H Financial Advisors Inc. 5 - 2023-12-31 556,474 $15,937,000 22,459
   Rappaport Reiches Capital Management LLC 7 - 2024-03-31 525,013 $15,866,000 65,824
   Kure Advisory LLC 2 - 2023-12-31 543,234 $15,558,000 6,762
   MML INVESTORS SERVICES LLC 278 - 2023-12-31 535,756 $15,344,000 2,990
   Willow Creek Wealth Management Inc. 14 - 2023-12-31 533,363 $15,276,000 176,526
   CAPTRUST FINANCIAL ADVISORS 288 - 2023-12-31 518,291 $14,844,000 14,780
   BROGAN FINANCIAL INC. 3 *New 2023-12-31 518,005 $14,836,000 518,005
   TCP Asset Management LLC 8 - 2024-03-31 490,202 $14,814,000 101,285
   FirstPurpose Wealth LLC 3 - 2024-03-31 486,052 $14,470,000 17,202
   Mutual Advisors LLC 29 - 2023-12-31 500,459 $14,333,000 357,798
   Consilium Wealth Advisory LLC 2 - 2023-12-31 497,631 $14,252,000 9,329
   Evanson Asset Management LLC 21 - 2024-03-31 465,271 $14,060,000 37,896
   Goss Wealth Management LLC 163 - 2023-12-31 492,962 $13,975,000 -189,427
   Chicago Partners Investment Group LLC 40 - 2024-03-31 462,357 $13,653,000 38,318
   Quantum Financial Advisors LLC 11 - 2024-03-31 438,253 $13,244,000 196,343
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 676 - 2024-03-31 437,359 $13,217,000 -294,119
   Essential Planning LLC. 3 - 2023-12-31 459,837 $13,170,000 4,884
   Sterling Financial Group Inc. 6 - 2024-03-31 430,633 $13,014,000 24,310
   Pathstone Holdings LLC 212 - 2023-12-31 451,552 $12,934,000 0
   Annandale Capital LLC 7 - 2023-12-31 447,467 $12,815,000 89,344
   Valued Wealth Advisors LLC 4 - 2023-12-31 490,778 $12,814,000 0
   AE Wealth Management LLC 340 - 2023-12-31 438,068 $12,467,000 61,042
   MERCER GLOBAL ADVISORS INC /ADV 262 - 2023-12-31 434,026 $12,430,000 -28,541
   MCCORMACK ADVISORS INTERNATIONAL 115 - 2023-12-31 430,624 $12,333,000 -38,382
   Financial Advocates Investment Management 22 - 2023-12-31 423,428 $12,127,000 -65,693
   tru Independence LLC 1 - 2024-03-31 398,778 $12,051,000 -85,065
   Great Point Wealth Advisors LLC - 2023-12-31 419,928 $12,027,000 45,980
   Arista Wealth Management LLC 5 - 2024-03-31 395,260 $11,945,000 -665,796
   BUILDER INVESTMENT GROUP INC /ADV - 2023-12-31 412,017 $11,800,000 2,673
   PINNACLE ASSOCIATES LTD 141 - 2024-03-31 383,301 $11,583,000 -2,224
   Mendota Financial Group LLC 3 - 2024-03-31 381,187 $11,519,000 301,426
   MONTICELLO WEALTH MANAGEMENT LLC 17 - 2024-03-31 380,581 $11,501,000 -381,774
   JANE STREET GROUP LLC 837 - 2023-12-31 397,823 $11,394,000 -570,432
   SAX WEALTH ADVISORS LLC 15 - 2023-12-31 391,622 $11,216,000 174,635
   Pinnacle Wealth Management Advisory Group LLC 19 - 2023-12-31 385,225 $11,033,000 -29,339
   Dynamic Advisors Solutions LLC 63 - 2024-03-31 364,792 $11,024,000 22,377
   Financial Alternatives Inc 2 - 2023-12-31 381,871 $10,937,000 11,684
   Spectrum Investment Advisors Inc. 3 - 2023-12-31 380,378 $10,894,000 0
   KICKSTAND VENTURES LLC. 10 - 2023-12-31 374,259 $10,719,000 -68,775
   Advisory Alpha LLC - 2023-12-31 361,964 $10,367,000 6,115
   OKABENA INVESTMENT SERVICES INC 4 - 2023-12-31 361,293 $10,347,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 450 - 2024-03-31 340,997 $10,305,000 11,758
  100 Records found
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