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Get Institutions for : 
Dimensional U S Small Cap Etf (DFAS)  
$61.32 0.02 (0.03%) as of 4:30 Mon 5/13


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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  : 
7.73 (14.42%)  




 
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 :
2
7,463
 0.01%
 
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
   BUCKINGHAM ASSET MANAGEMENT, LLC 11 - 2024-03-31 2,726,444 $169,967,000 111,901
   Alaska Permanent Fund Corp 13 - 2024-03-31 2,703,619 $168,544,000 331,784
   ENVESTNET ASSET MANAGEMENT INC 317 - 2023-12-31 2,325,209 $138,629,000 68,952
   TCI Wealth Advisors Inc. 1 - 2024-03-31 2,157,950 $134,527,000 53,063
   FINANCIAL COUNSELORS INC 7 - 2024-03-31 1,492,598 $93,049,000 40,645
   Plancorp LLC 6 - 2023-12-31 1,508,933 $89,963,000 4,033
   PURE FINANCIAL ADVISORS, INC. 12 - 2024-03-31 1,167,181 $72,762,000 139,923
   HIGHTOWER ADVISORS, LLC 195 - 2024-03-31 1,110,295 $69,218,000 899,063
   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
   Evanson Asset Management LLC 6 - 2024-03-31 915,697 $57,085,000 23,520
   First Command Advisory Services Inc. 13 - 2024-03-31 904,011 $56,356,000 59,692
   Moisand Fitzgerald Tamayo LLC 2 - 2024-03-31 840,043 $52,368,000 21,452
   DiNuzzo Private Wealth Inc. 5 - 2024-03-31 723,780 $45,120,000 430
   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
   Vista Wealth Management Group LLC 9 - 2024-03-31 690,303 $43,034,000 32,739
   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
   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
   LPL FINANCIAL CORP 671 - 2024-03-31 572,872 $35,713,000 67,815
   BANK OF MONTREAL /CAN/ 522 - 2023-12-31 567,673 $34,316,000 209,339
   Austin Asset Management Co Inc 4 - 2024-03-31 486,126 $30,305,000 9,532
   Relaxing Retirement Coach 3 - 2023-06-30 534,148 $29,271,000 23,348
   Sequoia Financial Advisors LLC 65 - 2024-03-31 466,698 $29,094,000 4,844
   UBS Group AG 934 - 2023-12-31 477,863 $28,490,000 21,387
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 294 - 2024-03-31 367,269 $22,896,000 68,036
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8 - 2024-03-31 340,000 $21,196,000 10,444
   Tanager Wealth Management LLP 5 - 2024-03-31 324,291 $20,216,000 22,049
   BB&T CORP 395 - 2023-12-31 339,009 $20,212,000 85,204
   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
   EMPIRICAL FINANCIAL SERVICES, LLC 30 - 2024-03-31 300,224 $18,716,000 268
   Disciplined Equity Management Inc. 4 - 2024-03-31 292,761 $18,251,000 6,373
   SAX WEALTH ADVISORS LLC 9 - 2023-12-31 294,691 $17,570,000 16,980
   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
   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
   Lutz Financial Services LLC 23 - 2024-03-31 228,718 $14,258,000 507
   DecisionPoint Financial LLC 6 - 2024-03-31 236,919 $14,052,000 25,950
   PATHSTONE FAMILY OFFICE, LLC 130 - 2023-09-30 369,982 $13,704,000 349,737
   MARINER WEALTH ADVISORS, LLC 394 - 2023-12-31 224,975 $13,413,000 32,172
   MISSION WEALTH MANAGEMENT LLC 40 - 2024-03-31 209,052 $13,032,000 13,916
   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
   Forum Private Client Group LLC 5 - 2023-12-31 198,298 $11,823,000 198,298
   One Capital Management LLC 57 - 2024-03-31 188,525 $11,756,000 126,749
   Armor Investment Advisors LLC 1 - 2024-03-31 185,901 $11,589,000 18,132
   Advisor Group Holdings Inc. 619 - 2024-03-31 185,298 $11,552,000 11,936
   HPM Partners LLC - 2023-12-31 190,658 $11,367,000 56,052
   West Financial Advisors LLC 9 - 2024-03-31 178,924 $11,154,000 948
   G2 CAPITAL MANAGEMENT LLC / OH 7 - 2024-03-31 174,358 $10,869,000 1,833
   AMERICAN INVESTMENT SERVICES INC. 11 - 2023-12-31 179,951 $10,729,000 13,347
   Dynamic Advisors Solutions LLC 68 - 2024-03-31 170,144 $10,607,000 9,050
   J P MORGAN CHASE & CO 2025 - 2024-03-31 167,572 $10,446,000 32,095
   PHILLIPS FINANCIAL MANAGEMENT LLC 31 - 2024-03-31 162,140 $10,108,000 30,223
   Baird Financial Group Inc. 452 - 2023-12-31 164,187 $9,789,000 7,842
   Midwest Heritage Bank FSB 6 - 2024-03-31 156,443 $9,753,000 18,400
   WorthPointe LLC 5 - 2023-12-31 161,785 $9,646,000 3,006
   Spinnaker Investment Group LLC 10 - 2024-03-31 152,343 $9,497,000 8,808
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 476 - 2024-03-31 152,326 $9,496,000 29,782
   Goss Wealth Management LLC 211 - 2023-12-31 161,828 $9,480,000 59,856
   Granite Harbor Advisors Inc. 4 - 2024-03-31 150,161 $9,361,000 3,852
   Mendota Financial Group LLC 7 - 2024-03-31 136,938 $8,537,000 106,004
   PBMares Wealth Management LLC 13 - 2024-03-31 133,524 $8,324,000 3,993
   Spire Wealth Management 105 - 2024-03-31 132,515 $8,261,000 1,788
   Regal Wealth Group Inc. 6 - 2023-12-31 142,852 $8,227,000 4,879
   Traverso Chambers Private Wealth Management LLC 15 - 2023-12-31 136,000 $8,108,000 5,671
   HANSON MCCLAIN, INC. 137 - 2024-03-31 126,606 $7,893,000 4,411
   MORGAN STANLEY 3520 - 2023-12-31 129,844 $7,741,000 21,410
   FLC Capital Advisors 15 - 2024-03-31 115,554 $7,204,000 2,249
   LAM GROUP INC. 3 - 2024-03-31 110,382 $6,881,000 2,011
   CarsonAllaria Wealth Management Ltd. 6 - 2024-03-31 110,126 $6,865,000 77
   ACORN CREEK CAPITAL LLC 8 - 2024-03-31 108,595 $6,770,000 4,953
   Ruedi Wealth Management Inc. 11 - 2024-03-31 103,678 $6,463,000 1,611
   CRITERION CAPITAL ADVISORS LLC 4 - 2024-03-31 103,457 $6,450,000 6,153
   Wescott Financial Advisory Group LLC 22 - 2023-12-31 103,723 $6,184,000 11,537
   CONTINUUM WEALTH ADVISORS LLC 9 - 2023-12-31 103,729 $6,184,000 1,426
   Trinity Financial Advisors LLC 12 - 2024-03-31 98,191 $6,121,000 15,000
   Zhang Financial LLC 35 - 2024-03-31 98,190 $6,121,000 941
   Hardy Reed LLC 21 - 2024-03-31 94,954 $5,919,000 2,617
   Pinnacle Financial Group LLC / IL 11 - 2023-12-31 98,752 $5,888,000 1,252
  100 Records found
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