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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
   BANK OF AMERICA CORP /DE/ 721 - 2023-12-31 4,589,017 $131,429,000 119,376
   CI Private Wealth LLC 115 - 2024-03-31 3,851,222 $116,384,000 276,396
   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 - 2024-03-31 1,996,734 $60,341,000 4,133
   Resources Investment Advisors Inc. 25 - 2024-03-31 1,955,812 $59,105,000 571,620
   LVZ Advisors Inc. 6 - 2024-03-31 1,871,358 $56,552,000 17,412
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 16 - 2024-03-31 1,815,008 $54,850,000 43,995
   RVW Wealth LLC 3 - 2024-03-31 1,639,540 $49,547,000 73,239
   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
   McIlrath & Eck LLC 6 - 2024-03-31 1,431,497 $43,260,000 319,986
   Zhang Financial LLC 9 - 2024-03-31 1,409,253 $42,588,000 121,182
   RAM Investment Partners LLC 2 - 2024-03-31 1,337,915 $40,432,000 85,535
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 199 - 2024-03-31 1,327,539 $40,118,000 331,953
   BUCKINGHAM ASSET MANAGEMENT, LLC 38 - 2024-03-31 1,326,231 $40,079,000 620,843
   Sequoia Financial Advisors LLC 46 - 2024-03-31 1,292,218 $39,051,000 45,358
   Spinnaker Investment Group LLC 4 - 2024-03-31 1,211,796 $36,620,000 42,461
   Great Point Wealth Advisors LLC 2 - 2024-03-31 1,167,197 $35,273,000 747,269
   Bedel Financial Consulting Inc. 2 - 2024-03-31 1,115,293 $33,704,000 57,638
   MISSION WEALTH MANAGEMENT LLC 21 - 2024-03-31 1,055,890 $31,909,000 129,082
   Financial Planning & Information Services Inc. 7 - 2023-12-31 1,084,387 $31,057,000 145,790
   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
   Chico Wealth RIA 2 - 2024-03-31 846,656 $25,586,000 39,419
   Wealth Dimensions Group Ltd. 2 - 2024-03-31 829,171 $25,058,000 48,868
   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
   MCCORMACK ADVISORS INTERNATIONAL 88 - 2024-03-31 800,248 $24,184,000 369,624
   BRIGHTON JONES LLC 17 - 2024-03-31 784,563 $23,709,000 63,744
   Monument Group Wealth Advisors LLC 2 - 2024-03-31 717,462 $21,682,000 78,809
   CREATIVE PLANNING 232 - 2023-12-31 755,950 $21,650,000 109,376
   M HOLDINGS SECURITIES, INC. 11 - 2023-12-31 714,139 $20,453,000 16,910
   Perigon Wealth Management LLC 29 - 2024-03-31 664,943 $20,095,000 38,635
   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
   Keyes Stange & Wooten Wealth Management LLC 1 - 2024-03-31 641,521 $19,387,000 9,591
   GeoWealth Management LLC 5 - 2023-12-31 660,846 $18,926,000 33,710
   Valued Wealth Advisors LLC 2 - 2024-03-31 603,055 $18,224,000 112,277
   UMA Financial Services Inc. 4 - 2024-03-31 620,074 $17,957,000 19,279
   SC&H Financial Advisors Inc. 5 - 2024-03-31 578,044 $17,468,000 21,570
   Stonehearth Capital Management LLC 3 - 2024-03-31 574,897 $17,373,000 22,910
   Kure Advisory LLC 2 - 2024-03-31 571,235 $17,263,000 28,001
   TRIAD FINANCIAL ADVISORS INC. 5 - 2023-09-30 634,025 $16,554,000 266,874
   BROGAN FINANCIAL INC. 4 - 2024-03-31 543,933 $16,438,000 25,928
   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
   Rappaport Reiches Capital Management LLC 7 - 2024-03-31 525,013 $15,866,000 65,824
   Consilium Wealth Advisory LLC 2 - 2024-03-31 516,714 $15,615,000 19,083
   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
   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
   Evanson Asset Management LLC 21 - 2024-03-31 465,271 $14,060,000 37,896
   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
   Essential Planning LLC. 3 - 2024-03-31 460,656 $13,193,000 819
   Sterling Financial Group Inc. 6 - 2024-03-31 430,633 $13,014,000 24,310
   Annandale Capital LLC 7 - 2023-12-31 447,467 $12,815,000 89,344
   Spectrum Investment Advisors Inc. 4 - 2024-03-31 420,860 $12,718,000 40,482
   AE Wealth Management LLC 340 - 2023-12-31 438,068 $12,467,000 61,042
   PBMares Wealth Management LLC 8 - 2024-03-31 410,944 $12,419,000 81,180
   Financial Alternatives Inc 2 - 2024-03-31 409,454 $12,374,000 27,583
   BUILDER INVESTMENT GROUP INC /ADV - 2023-12-31 412,017 $11,800,000 2,673
   Advisory Alpha LLC 37 - 2024-03-31 382,174 $11,549,000 20,210
   Mendota Financial Group LLC 3 - 2024-03-31 381,187 $11,519,000 301,426
   SAX WEALTH ADVISORS LLC 15 - 2023-12-31 391,622 $11,216,000 174,635
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 8 - 2024-03-31 368,110 $11,124,000 41,662
   Dynamic Advisors Solutions LLC 63 - 2024-03-31 364,792 $11,024,000 22,377
   BURNS WEALTH MANAGEMENT, INC. 80 - 2024-03-31 345,681 $10,446,000 1,611
   J P MORGAN CHASE & CO 2036 - 2024-03-31 340,989 $10,305,000 44,837
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 450 - 2024-03-31 340,997 $10,305,000 11,758
   MODERA WEALTH MANAGEMENT, LLC 106 - 2023-12-31 351,664 $10,072,000 318,964
   Diversified Portfolios Inc. 19 - 2024-03-31 331,891 $10,030,000 8,668
   Forum Private Client Group LLC 7 - 2023-12-31 348,061 $9,968,000 348,061
   Traverso Chambers Private Wealth Management LLC 12 - 2023-12-31 345,262 $9,888,000 16,651
   BROWN ADVISORY HOLDINGS INC 424 - 2024-03-31 320,148 $9,675,000 230,425
   Plancorp LLC 29 - 2023-12-31 332,519 $9,523,000 17,433
   Envision Financial Planning LLC 4 - 2024-03-31 311,836 $9,424,000 11,638
   Midwest Heritage Bank FSB 7 - 2024-03-31 303,324 $9,166,000 135,011
   LIBERTY WEALTH MANAGEMENT LLC 16 - 2024-03-31 296,850 $8,971,000 10,237
   RAYMOND JAMES & ASSOCIATES 1229 - 2024-03-31 294,370 $8,896,000 5,224
   Fonville Wealth Management LLC 4 - 2024-03-31 286,320 $8,653,000 69,691
   PATHSTONE FAMILY OFFICE, LLC 191 - 2023-09-30 462,114 $8,524,000 361,977
   HIGHTOWER ADVISORS, LLC 747 - 2024-03-31 280,550 $8,484,000 69,755
   Baird Financial Group Inc. 499 - 2023-12-31 295,586 $8,466,000 31,835
   Heritage Wealth Management Inc./Texas 5 - 2024-03-31 276,274 $8,349,000 7,949
   GUARDIAN WEALTH ADVISORS LLC / NC 14 - 2023-12-31 289,196 $8,283,000 16,794
   Allegiance Financial Group Advisory Services LLC 13 - 2024-03-31 273,620 $8,269,000 34,758
   CONTINUUM WEALTH ADVISORS LLC 7 - 2023-12-31 287,087 $8,222,000 2,564
   Plan Group Financial LLC 4 - 2024-03-31 248,596 $7,513,000 30,580
   Hurlow Wealth Management Group Inc. 13 - 2024-03-31 234,342 $7,082,000 2,037
   Landmark Financial Advisors LLC 12 - 2023-12-31 243,871 $6,984,000 23,916
   LPL FINANCIAL CORP 1559 - 2024-03-31 227,362 $6,871,000 49,512
   Cetera Investment Advisers 340 - 2023-12-31 238,722 $6,837,000 22,853
   Security Financial Services INC. 20 - 2024-03-31 222,799 $6,733,000 8,818
   Wealthquest Corp 19 - 2024-03-31 220,368 $6,660,000 27,071
  100 Records found
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