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Get Institutions for : 
Dfa Dimensional Us Real Estate Etf (DFAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 175    19
Total shares held : 
 22,912,103  
% of shares held : 
 25.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 3,425  
% of shares held change : 
   0%  
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 :
28
 1,463,828
 6.39%
 
Increased Positions :
81
 2,667,807
 11.64%
 
Unchanged Positions :
29
 1,186,814
 5.18%
 
Decreased Positions :
37
-4,038,383
-17.63%
 
Closed Positions :
9
-89,827
-0.39%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Vista Wealth Management Group LLC 8 - 2024-03-31 1,992,838 $44,580,000 1,823,470
   HIGHTOWER ADVISORS, LLC 299 - 2024-03-31 1,809,673 $40,483,000 201,748
   Beaird Harris Wealth Management LLC 8 - 2023-12-31 1,722,823 $39,177,000 54,403
   Elwood & Goetz Wealth Advisory Group LLC 3 - 2024-03-31 1,743,312 $38,998,000 83,384
   Bridgeworth LLC - 2023-12-31 1,327,345 $30,184,000 27,038
   RAM Investment Partners LLC 4 - 2024-03-31 1,121,465 $25,087,000 31,817
   Rather & Kittrell Inc. 7 - 2024-03-31 817,900 $18,296,000 3,780
   Brown Financial Advisory 3 - 2024-03-31 647,295 $14,480,000 -27,705
   BKD WEALTH ADVISORS LLC 47 - 2024-03-31 591,707 $13,236,000 8,609
   AE Wealth Management LLC 349 - 2023-12-31 549,220 $12,028,000 137,031
   GREAT OAK CAPITAL PARTNERS LLC 8 - 2024-03-31 516,955 $11,564,000 156,475
   Bridgewater Advisors Inc. 12 - 2024-03-31 508,437 $11,374,000 -2,149
   Integrated Wealth Concepts LLC 129 - 2023-12-31 498,359 $11,333,000 -5,901
   Relaxing Retirement Coach 9 - 2023-06-30 469,441 $10,102,000 87,876
   Willow Creek Wealth Management Inc. 24 - 2023-12-31 422,551 $9,609,000 172,018
   BURNS WEALTH MANAGEMENT, INC. 88 - 2024-03-31 426,314 $9,537,000 413,848
   Forum Financial Management LP 37 - 2024-03-31 420,430 $9,405,000 4,948
   Root Financial Partners LLC 10 - 2024-03-31 411,535 $9,206,000 72,171
   Core Wealth Management Inc. 4 - 2024-03-31 402,228 $8,998,000 34,226
   PHILLIPS FINANCIAL MANAGEMENT LLC 35 - 2024-03-31 396,302 $8,865,000 35,995
   Fidato Wealth LLC 4 - 2024-03-31 370,480 $8,288,000 8,438
   Crestmont Private Wealth LLC 8 - 2024-03-31 366,706 $8,203,000 -23,764
   COMMONWEALTH EQUITY SERVICES LLC. 900 - 2024-03-31 353,468 $7,907,000 22,140
   Retirement Solution Inc. 8 - 2024-03-31 344,317 $7,702,000 1,465
   ASSET PLANNING CORPORATION 9 - 2024-03-31 334,731 $7,488,000 -2,080
   MERCER GLOBAL ADVISORS INC /ADV 394 - 2023-12-31 295,133 $6,711,000 176,435
   Beacon Pointe Advisors LLC 227 - 2023-12-31 290,018 $6,595,000 47,259
   Wealth Dimensions Group Ltd. 15 - 2024-03-31 285,084 $6,377,000 41,621
   Pinnacle Financial Group LLC / IL 9 - 2023-12-31 275,312 $6,261,000 15,207
   FirstPurpose Wealth LLC 7 - 2024-03-31 289,837 $6,191,000 20,907
   Austin Wealth Management LLC 21 - 2023-12-31 274,574 $5,969,000 -59,449
   Helen Stephens Group LLC 14 - 2024-03-31 265,153 $5,931,000 90,175
   Sequoia Financial Advisors LLC 180 - 2024-03-31 264,392 $5,914,000 23,844
   Onyx Financial Advisors LLC 4 - 2024-03-31 255,811 $5,722,000 60,351
   Vannoy Advisory Group Inc. 7 - 2024-03-31 239,583 $5,359,000 754
   SAVANT CAPITAL MANAGEMENT INC 187 - 2024-03-31 232,365 $5,198,000 -64,090
   LPL FINANCIAL CORP 1777 - 2024-03-31 221,652 $4,958,000 2,069
   Dynamic Advisors Solutions LLC 178 - 2024-03-31 208,720 $4,669,000 19,088
   Rockwood Wealth Management LLC 16 - 2024-03-31 207,809 $4,649,000 5,690
   Goss Wealth Management LLC 371 - 2023-12-31 208,261 $4,588,000 42,162
   Carlson Capital Management 24 - 2024-03-31 196,995 $4,407,000 -34,124
   RESOURCE CONSULTING GROUP INC 9 - 2023-12-31 192,643 $4,381,000 43,968
   BUCKINGHAM ASSET MANAGEMENT, LLC 161 - 2024-03-31 192,537 $4,307,000 59,970
   SAX WEALTH ADVISORS LLC 29 - 2023-12-31 175,228 $3,985,000 93,428
   Ruedi Wealth Management Inc. 14 - 2024-03-31 177,662 $3,974,000 167
   Oceanside Advisors LLC 11 - 2024-03-31 173,031 $3,871,000 5,736
   Steward Financial Group LLC 11 - 2023-09-30 194,717 $3,800,000 42,729
   Gradient Capital Advisors LLC 22 - 2024-03-31 165,466 $3,701,000 6,286
   PBMares Wealth Management LLC 22 - 2024-03-31 160,500 $3,590,000 30,048
   DecisionPoint Financial LLC 12 - 2024-03-31 172,149 $3,574,000 47,695
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1333 - 2024-03-31 155,618 $3,481,000 7,940
   Evanson Asset Management LLC 47 - 2024-03-31 155,487 $3,478,000 24,934
   MARINER WEALTH ADVISORS, LLC 827 - 2023-12-31 149,775 $3,406,000 37,879
   Betterment LLC 117 - 2024-03-31 149,796 $3,351,000 50,235
   Straight Path Wealth Management 14 - 2024-03-31 140,858 $3,151,000 13,953
   SATOVSKY ASSET MANAGEMENT LLC 13 - 2024-03-31 140,740 $3,148,000 8,149
   GRAND WEALTH MANAGEMENT LLC 13 - 2024-03-31 136,142 $3,045,000 20,043
   Chicago Partners Investment Group LLC 144 - 2024-03-31 144,137 $3,011,000 21,039
   Pathstone Holdings LLC 586 - 2023-12-31 130,916 $2,977,000 0
   LEGACY FINANCIAL GROUP INC. 24 - 2023-12-31 123,449 $2,807,000 79,364
   Monument Group Wealth Advisors LLC 8 - 2024-03-31 119,534 $2,674,000 25,587
   MARYLAND CAPITAL ADVISORS INC. 14 - 2024-03-31 115,463 $2,583,000 6,141
   Resource Planning Group 20 *New 2023-12-31 88,097 $2,520,000 88,097
   CarsonAllaria Wealth Management Ltd. 18 - 2024-03-31 108,627 $2,430,000 19,202
   Integrity Wealth Solutions LLC 25 - 2024-03-31 102,365 $2,290,000 3,186
   Jentner Corp 12 - 2023-12-31 96,115 $2,186,000 -101,495
   Apollon Wealth Management LLC 267 - 2024-03-31 96,667 $2,162,000 2,667
   Hemington Wealth Management 24 - 2024-03-31 95,325 $2,133,000 56,743
   White Wing Wealth Management 11 - 2024-03-31 96,890 $2,129,000 -7,582
   RFG Advisory Group LLC 209 - 2024-03-31 94,453 $2,113,000 -1,446
   Disciplined Investments LLC 28 - 2024-03-31 92,525 $2,070,000 4,608
   Summit Wealth Group LLC 13 - 2024-03-31 92,333 $2,065,000 4,746
   Signature Resources Capital Management LLC 10 - 2024-03-31 84,883 $1,930,000 -3,376
   CI Private Wealth LLC 1029 - 2024-03-31 85,685 $1,917,000 -7,292
   SageView Advisory Group LLC 121 - 2024-03-31 80,530 $1,801,000 291
   WPWealth LLP 20 - 2023-12-31 76,515 $1,740,000 -41,178
   Glass Jacobson Investment Advisors llc 52 - 2024-03-31 75,577 $1,691,000 8,232
   Tillman Hartley LLC 25 - 2023-12-31 74,300 $1,690,000 4,697
   MML INVESTORS SERVICES LLC 1097 - 2023-12-31 73,232 $1,665,000 4,129
   RCS Financial Planning LLC 27 - 2024-03-31 67,732 $1,515,000 -14,116
   Sowell Financial Services LLC 277 - 2024-03-31 67,342 $1,506,000 6,636
   JMG FINANCIAL GROUP, LTD. 57 - 2024-03-31 67,238 $1,504,000 8,713
   BCU Wealth Advisors LLC 12 - 2024-03-31 66,785 $1,494,000 13,193
   Strategic Investment Solutions Inc. /IL 39 - 2023-12-31 65,639 $1,493,000 -1,437,449
   Applied Capital LLC 20 - 2024-03-31 65,861 $1,473,000 5,971
   Arista Wealth Management LLC 15 - 2024-03-31 65,254 $1,460,000 -304,666
   ENVESTNET ASSET MANAGEMENT INC 2654 - 2023-12-31 63,321 $1,440,000 5,924
   BUILDER INVESTMENT GROUP INC /ADV - 2023-12-31 62,376 $1,418,000 9,555
   Garrett Investment Advisors LLC 129 - 2024-03-31 62,122 $1,390,000 1,007
   PFG Advisors 227 - 2024-03-31 62,123 $1,390,000 4,443
   Forum Private Client Group LLC 28 - 2023-12-31 61,050 $1,388,000 61,050
   JANE STREET GROUP LLC 2834 - 2023-12-31 60,452 $1,375,000 60,452
   AMERICAN INVESTMENT SERVICES INC. 69 - 2023-12-31 59,531 $1,354,000 11,639
   PATHSTONE FAMILY OFFICE, LLC 622 - 2023-09-30 111,952 $1,251,000 17,571
   Total Clarity Wealth Management Inc. 64 - 2024-03-31 55,318 $1,237,000 1,781
   DiNuzzo Private Wealth Inc. 31 - 2024-03-31 54,680 $1,223,000 -352
   ML & R WEALTH MANAGEMENT LLC 28 *New 2023-12-31 51,099 $1,162,000 51,099
   HUTCHINSON CAPITAL MANAGEMENT/CA 43 - 2024-03-31 51,465 $1,151,000 885
   Moisand Fitzgerald Tamayo LLC 47 - 2024-03-31 49,665 $1,111,000 3,074
   Arcadia Wealth Management LLC 26 - 2024-03-31 48,970 $1,099,000 1,259
  100 Records found
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