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Get Institutions for : 
Dimensional U S Small Cap Etf (DFAS)  
$59.31 0.34 (0.58%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 535    26
Total shares held : 
 88,695,397  
% of shares held : 
 98.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   151  
Amount of shares held : 
 8,158,957  
% of shares held change : 
   9.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $51.83  
Last Quarter's Ending Price : 
 $59.62  
Last Quarter's Average Price : 
 $53.59  
Change from last quarter's     
avg. price to the last closing  : 
5.72 (10.67%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
47
 2,182,518
 2.46%
 
Increased Positions :
255
 8,947,335
 10.09%
 
Unchanged Positions :
103
 3,682,948
 4.15%
 
Decreased Positions :
130
-2,788,396
-3.14%
 
Closed Positions :
21
-182,500
-0.21%
 
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
   CREATIVE PLANNING 24 - 2023-12-31 10,700,799 $637,982,000 910,252
   Index Fund Advisors Inc. 2 - 2023-12-31 6,821,804 $406,716,000 63,496
   NORTHERN TRUST CORP 283 - 2023-12-31 6,013,693 $358,536,000 400,077
   BANK OF AMERICA CORP /DE/ 512 - 2023-12-31 3,990,727 $237,927,000 795,635
   Alaska Permanent Fund Corp 13 - 2024-03-31 2,703,619 $168,544,000 331,784
   BUCKINGHAM ASSET MANAGEMENT, LLC 12 - 2023-12-31 2,614,543 $155,879,000 -45,301
   ENVESTNET ASSET MANAGEMENT INC 317 - 2023-12-31 2,325,209 $138,629,000 68,952
   TCI Wealth Advisors Inc. 1 - 2023-12-31 2,104,887 $125,493,000 55,212
   Plancorp LLC 6 - 2023-12-31 1,508,933 $89,963,000 4,033
   FINANCIAL COUNSELORS INC - 2023-12-31 1,451,953 $86,565,000 1,366,082
   MERCER GLOBAL ADVISORS INC /ADV 71 - 2023-12-31 1,365,151 $81,390,000 -5,837
   SAVANT CAPITAL MANAGEMENT INC 17 - 2023-12-31 1,364,610 $81,358,000 233,637
   PURE FINANCIAL ADVISORS, INC. 12 - 2024-03-31 1,167,181 $72,762,000 139,923
   RESOURCE CONSULTING GROUP INC 5 - 2023-12-31 1,053,036 $62,782,000 -81,321
   SAGEWORTH TRUST CO 8 - 2024-03-31 983,906 $61,337,000 16,026
   MASSMUTUAL TRUST CO FSB/ADV 10 - 2024-03-31 964,667 $60,137,000 14,921
   Beaird Harris Wealth Management LLC 3 - 2023-12-31 984,119 $58,673,000 25,609
   ARK & TLK INVESTMENTS LLC - 2023-12-31 1,965,595 $57,877,000 0
   Evanson Asset Management LLC 6 - 2024-03-31 915,697 $57,085,000 23,520
   Moisand Fitzgerald Tamayo LLC 2 - 2024-03-31 840,043 $52,368,000 21,452
   First Command Advisory Services Inc. 13 - 2023-12-31 844,319 $50,338,000 185,191
   ML & R WEALTH MANAGEMENT LLC 4 - 2023-12-31 751,964 $44,832,000 28,249
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 195 - 2023-12-31 739,938 $44,115,000 66,860
   DiNuzzo Private Wealth Inc. 5 - 2023-12-31 723,350 $43,126,000 0
   Stordahl Capital Management Inc. 3 - 2024-03-31 666,496 $41,549,000 19,883
   Confluence Wealth Services Inc. 6 - 2024-03-31 640,733 $39,943,000 87,535
   Vista Wealth Management Group LLC 9 - 2023-12-31 657,564 $39,204,000 46,512
   CI Private Wealth LLC 262 - 2023-12-31 649,229 $38,707,000 -900
   COMMONWEALTH EQUITY SERVICES LLC. 261 - 2023-12-31 649,051 $38,696,000 42,739
   DIXON FNANCIAL SERVICES INC. 2 - 2024-03-31 590,435 $36,808,000 -4,933
   BROWN ADVISORY HOLDINGS INC 261 - 2024-03-31 584,555 $36,441,000 103,727
   Great Waters Wealth Management 8 - 2024-03-31 579,926 $36,153,000 50,170
   BANK OF MONTREAL /CAN/ 522 - 2023-12-31 567,673 $34,316,000 209,339
   Foster Group Inc. 19 - 2024-03-31 523,094 $32,610,000 -7,242
   COMERICA BANK 128 - 2023-12-31 529,579 $31,573,000 -4,021
   Austin Asset Management Co Inc 4 - 2024-03-31 486,126 $30,305,000 9,532
   LPL FINANCIAL CORP 692 - 2023-12-31 505,057 $30,111,000 31,603
   Relaxing Retirement Coach 3 - 2023-06-30 534,148 $29,271,000 23,348
   Heritage Investment Group Inc. 7 - 2023-12-31 489,910 $29,208,000 -10,038
   UBS Group AG 934 - 2023-12-31 477,863 $28,490,000 21,387
   RSM US WEALTH MANAGEMENT LLC 34 - 2023-12-31 466,130 $27,791,000 -17,739
   Sequoia Financial Advisors LLC - 2023-12-31 461,854 $27,536,000 25,717
   Chicago Partners Investment Group LLC 16 - 2024-03-31 462,778 $27,494,000 53,862
   Bouchey Financial Group Ltd 12 - 2024-03-31 434,646 $27,096,000 17,073
   KWMG LLC 6 - 2024-03-31 419,825 $26,172,000 9,519
   THRIVENT FINANCIAL FOR LUTHERANS 386 - 2023-12-31 408,302 $24,343,000 206,151
   BKD WEALTH ADVISORS LLC 32 - 2024-03-31 374,928 $23,373,000 -12,007
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 294 - 2024-03-31 367,269 $22,896,000 68,036
   FIRST NATIONAL TRUST CO 26 - 2024-03-31 363,160 $22,639,000 -9,964
   MODERA WEALTH MANAGEMENT, LLC 67 - 2023-12-31 365,645 $21,800,000 -546,313
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8 - 2024-03-31 340,000 $21,196,000 10,444
   BB&T CORP 395 - 2023-12-31 339,009 $20,212,000 85,204
   Planning Center Inc. 9 - 2024-03-31 311,796 $19,437,000 -1,297
   ROYAL BANK OF CANADA 1126 - 2023-12-31 325,900 $19,430,000 59,367
   Heritage Wealth Management Inc./Texas 3 - 2024-03-31 309,243 $19,278,000 8,716
   Tillman Hartley LLC 3 - 2023-12-31 321,938 $19,194,000 2,899
   Buckingham Strategic Partners 22 - 2023-12-31 316,205 $18,852,000 -126,036
   Pathstone Holdings LLC 147 - 2023-12-31 306,519 $18,275,000 0
   Tanager Wealth Management LLP 5 - 2023-12-31 302,242 $18,020,000 16,924
   EMPIRICAL FINANCIAL SERVICES, LLC 30 - 2023-12-31 299,956 $17,883,000 -778
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 553 - 2024-03-31 285,044 $17,770,000 -39,676
   SAX WEALTH ADVISORS LLC 9 - 2023-12-31 294,691 $17,570,000 16,980
   McLean Asset Management Corp 3 - 2024-03-31 286,096 $17,526,000 -4,936
   Disciplined Equity Management Inc. 4 - 2023-12-31 286,388 $17,074,000 16,140
   JACKSON THORNTON ASSET MANAGEMENT LLC 8 - 2023-12-31 285,946 $17,048,000 3,373
   New Hampshire Trust 4 - 2024-03-31 270,533 $16,865,000 6,887
   BUILDER INVESTMENT GROUP INC /ADV - 2023-12-31 281,742 $16,797,000 3,189
   SRS Capital Advisors Inc. 21 - 2023-12-31 273,583 $16,311,000 4,966
   Tilson Financial Group Inc. 2 - 2024-03-31 257,433 $16,048,000 34,897
   EnRich Financial Partners LLC 6 - 2023-12-31 265,863 $15,851,000 0
   HM PAYSON & CO 62 - 2023-12-31 258,785 $15,429,000 257,243
   Beacon Pointe Advisors LLC 130 - 2023-12-31 252,838 $15,074,000 10,670
   Hurlow Wealth Management Group Inc. 5 - 2024-03-31 237,747 $14,821,000 8,027
   Larson Financial Group LLC 20 - 2023-12-31 246,671 $14,707,000 8,577
   AdvisorNet Financial Inc 9 - 2024-03-31 230,301 $14,357,000 -23,934
   PATHSTONE FAMILY OFFICE, LLC 130 - 2023-09-30 369,982 $13,704,000 349,737
   Lutz Financial Services LLC 22 - 2023-12-31 228,211 $13,606,000 5,067
   MARINER WEALTH ADVISORS, LLC 394 - 2023-12-31 224,975 $13,413,000 32,172
   HIGHTOWER ADVISORS, LLC 606 - 2023-12-31 211,232 $12,593,000 15,745
   DecisionPoint Financial LLC 7 - 2023-12-31 210,969 $12,578,000 27,330
   Advisory Services & Investments LLC 3 - 2024-03-31 199,397 $12,430,000 3,937
   EP WEALTH ADVISORS, INC. 96 - 2023-12-31 207,530 $12,373,000 1,306
   Financial Synergies Wealth Advisors Inc. 15 - 2024-03-31 194,432 $12,121,000 185,337
   CWM LLC 260 - 2024-03-31 192,196 $11,981,000 21,186
   Systelligence LLC 15 - 2024-03-31 191,921 $11,964,000 -459
   Forum Private Client Group LLC 5 - 2023-12-31 198,298 $11,823,000 198,298
   MISSION WEALTH MANAGEMENT LLC 36 - 2023-12-31 195,136 $11,634,000 -28,767
   Armor Investment Advisors LLC 1 - 2024-03-31 185,901 $11,589,000 18,132
   Garrett Investment Advisors LLC 15 - 2024-03-31 185,815 $11,584,000 -55,841
   Williams Financial LLC 7 *New 2024-03-31 184,443 $11,498,000 184,443
   HPM Partners LLC - 2023-12-31 190,658 $11,367,000 56,052
   First Command Bank 15 *New 2023-06-30 206,344 $11,308,000 206,344
   First Command Financial Services Inc. 15 *New 2023-06-30 206,344 $11,308,000 206,344
   West Financial Advisors LLC 9 - 2024-03-31 178,924 $11,154,000 948
   McGlone Suttner Wealth Management Inc. 10 - 2024-03-31 172,794 $10,772,000 -6,334
   AMERICAN INVESTMENT SERVICES INC. 11 - 2023-12-31 179,951 $10,729,000 13,347
   AIRE ADVISORS LLC 10 - 2023-12-31 179,166 $10,690,000 -8,871
   Dynamic Advisors Solutions LLC 68 - 2024-03-31 170,144 $10,607,000 9,050
   Fundamentun LLC 30 *New 2024-03-31 169,915 $10,593,000 169,915
   Advisor Group Holdings Inc. 787 - 2023-12-31 173,362 $10,334,000 -25,583
  100 Records found
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