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Get Institutions for : 
Dimensional U S Small Cap Etf (DFAS)  
$61.92 0.60 (0.98%) as of 4:30 Tue 5/14


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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  : 
8.33 (15.54%)  




 
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
   MERCER GLOBAL ADVISORS INC /ADV 71 - 2023-12-31 1,365,151 $81,390,000 -5,837
   RESOURCE CONSULTING GROUP INC 5 - 2023-12-31 1,053,036 $62,782,000 -81,321
   SAVANT CAPITAL MANAGEMENT INC 23 - 2024-03-31 973,028 $60,659,000 -391,582
   ARK & TLK INVESTMENTS LLC 1 - 2024-03-31 1,872,511 $60,250,000 -93,084
   COMMONWEALTH EQUITY SERVICES LLC. 279 - 2024-03-31 647,697 $40,377,000 -1,354
   CI Private Wealth LLC 264 - 2024-03-31 639,277 $39,853,000 -9,952
   DIXON FNANCIAL SERVICES INC. 2 - 2024-03-31 590,435 $36,808,000 -4,933
   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
   Heritage Investment Group Inc. 7 - 2024-03-31 483,247 $30,126,000 -6,663
   RSM US WEALTH MANAGEMENT LLC 35 - 2024-03-31 447,774 $27,914,000 -18,356
   BKD WEALTH ADVISORS LLC 32 - 2024-03-31 374,928 $23,373,000 -12,007
   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
   Planning Center Inc. 9 - 2024-03-31 311,796 $19,437,000 -1,297
   Buckingham Strategic Partners 22 - 2023-12-31 316,205 $18,852,000 -126,036
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 553 - 2024-03-31 285,044 $17,770,000 -39,676
   McLean Asset Management Corp 3 - 2024-03-31 286,096 $17,526,000 -4,936
   EnRich Financial Partners LLC 7 - 2024-03-31 263,610 $16,433,000 -2,253
   AdvisorNet Financial Inc 9 - 2024-03-31 230,301 $14,357,000 -23,934
   Larson Financial Group LLC 22 - 2024-03-31 230,127 $14,346,000 -16,544
   Systelligence LLC 15 - 2024-03-31 191,921 $11,964,000 -459
   Garrett Investment Advisors LLC 15 - 2024-03-31 185,815 $11,584,000 -55,841
   McGlone Suttner Wealth Management Inc. 10 - 2024-03-31 172,794 $10,772,000 -6,334
   AIRE ADVISORS LLC 10 - 2023-12-31 179,166 $10,690,000 -8,871
   MONOGRAPH WEALTH ADVISORS LLC 10 - 2023-12-31 165,447 $9,864,000 -36,892
   CARDIFF PARK ADVISORS LLC 18 - 2023-12-31 155,323 $9,260,000 -1,963
   CAPITAL PERFORMANCE ADVISORS LLP 7 - 2024-03-31 145,253 $9,055,000 -1,231
   Column Capital Advisors LLC 17 - 2023-09-30 271,337 $8,972,000 -4,412
   MONTICELLO WEALTH MANAGEMENT LLC 25 - 2024-03-31 140,436 $8,755,000 -2,516
   Your Advocates Ltd. LLP 10 - 2024-03-31 140,211 $8,741,000 -12,097
   Gemmer Asset Management LLC 27 - 2024-03-31 138,616 $8,641,000 -3,393
   Bridgewater Advisors Inc. 20 - 2024-03-31 138,276 $8,620,000 -1,399
   Forum Financial Management LP 40 - 2024-03-31 135,791 $8,465,000 -254
   ENZI WEALTH 10 - 2024-03-31 142,960 $8,337,000 -837
   Annapolis Financial Services LLC 11 - 2024-03-31 131,730 $8,212,000 -46,508
   TFO-TDC LLC 8 - 2023-12-31 133,805 $7,977,000 -1,168
   KEB ASSET MANAGEMENT LLC 9 - 2024-03-31 125,711 $7,837,000 -1,367
   Towneley Capital Management Inc / DE 13 - 2024-03-31 123,639 $7,708,000 -1,276
   Alpha Financial Advisors LLC 10 - 2024-03-31 123,078 $7,673,000 -506
   KOCHIS FITZ/QUINTILE LLC 44 - 2024-03-31 119,264 $7,435,000 -2,519
   Bordeaux Wealth Advisors LLC 11 - 2024-03-31 108,969 $6,793,000 -2,394
   COMERICA SECURITIESINC. 56 - 2023-09-30 125,856 $6,606,000 -2,558
   CLARIS ADVISORS LLC / MO / 7 - 2024-03-31 104,842 $6,536,000 -1,402
   Colorado Capital Management Inc. 8 - 2024-03-31 101,155 $6,306,000 -1,264
   RF&L WEALTH MANAGEMENT LLC 7 - 2024-03-31 94,640 $5,900,000 -5,363
   Hill Investment Group Partners LLC 18 - 2023-12-31 86,668 $5,167,000 -5,927
   Cetera Investment Advisers 434 - 2023-12-31 83,632 $4,986,000 -8,272
   M Financial Asset Management Inc. 4 - 2024-03-31 79,777 $4,973,000 -242
   Waterfront Wealth Inc. 16 - 2023-12-31 80,533 $4,801,000 -2,133
   RAYMOND JAMES & ASSOCIATES 1696 - 2024-03-31 67,749 $4,223,000 -31,470
   MML INVESTORS SERVICES LLC 698 - 2023-12-31 67,734 $4,038,000 -10,189
   FIRST WESTERN TRUST BANK 47 - 2023-12-31 63,454 $3,783,000 -4,577
   BANK OF NEW YORK MELLON CORP 2482 - 2024-03-31 57,111 $3,560,000 -1,972
   Envestnet Portfolio Solutions Inc. 484 - 2024-03-31 54,715 $3,411,000 -1,162
   DOPKINS WEALTH MANAGEMENT LLC 12 - 2024-03-31 53,908 $3,361,000 -2,134
   Grunden Financial Advisory Inc. 10 - 2024-03-31 51,760 $3,227,000 -1,890
   FinDec Wealth Services Inc. 20 - 2023-12-31 52,893 $3,153,000 -18,956
   Strategic Investment Solutions Inc. /IL 24 - 2023-12-31 52,469 $3,128,000 -930,909
   Equius Partners Inc. 7 - 2022-12-31 60,750 $3,107,000 -700
   Apella Capital LLC 83 - 2024-03-31 50,014 $3,064,000 -6,411
   Glass Jacobson Investment Advisors llc 17 - 2024-03-31 48,987 $3,054,000 -401
   Financial Connections Group Inc. - 2024-03-31 48,033 $2,995,000 -7,602
   Gladstone Institutional Advisory LLC 157 - 2023-12-31 49,671 $2,961,000 -5,474
   BAKER BOYER NATIONAL BANK 14 - 2024-03-31 43,853 $2,734,000 -1,023
   Syverson Strege & Co 14 - 2024-03-31 43,287 $2,699,000 -2,775
   Wealthstream Advisors Inc. 18 - 2024-03-31 42,651 $2,659,000 -268
   Great Point Wealth Advisors LLC 29 - 2024-03-31 40,616 $2,532,000 -740
   Five Oceans Advisors 18 - 2024-03-31 38,042 $2,372,000 -242
   COLLECTIVE FAMILY OFFICE LLC 35 - 2024-03-31 36,884 $2,299,000 -51
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 392 - 2023-12-31 38,240 $2,280,000 -66,528
   Ironwood Wealth Management llc 43 - 2024-03-31 36,482 $2,274,000 -10,179
   Willow Creek Wealth Management Inc. 46 - 2023-12-31 36,225 $2,160,000 -806
   RETIREMENT GUYS FORMULA LLC 23 - 2024-03-31 34,364 $2,142,000 -1,764
   LVZ Advisors Inc. 33 - 2024-03-31 33,971 $2,118,000 -4,028
   Cresset Asset Management LLC 558 - 2023-12-31 35,310 $2,105,000 -1,278
   Private Ocean LLC 42 - 2024-03-31 32,388 $2,019,000 -2,779
   ELEVATE WEALTH ADVISORY INC 18 - 2024-03-31 29,676 $1,850,000 -385
   TIAA TRUST NATIONAL ASSOCIATION 289 - 2024-03-31 29,230 $1,822,000 -2,982
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 782 - 2023-09-30 33,867 $1,778,000 -16,001
   Integrated Advisors Network LLC 222 - 2024-03-31 27,816 $1,734,000 -412
   Pettinga Financial Advisors LLC 44 - 2024-03-31 26,431 $1,648,000 -11,575
   MATHER GROUP, INC. 174 - 2024-03-31 25,888 $1,543,000 -682
   AWM CAPITAL LLC 34 - 2024-03-31 24,246 $1,511,000 -701
   Shearwater Capital LLC 13 - 2024-03-31 24,119 $1,504,000 -616
   Lauterbach Financial Advisors LLC 17 - 2024-03-31 23,778 $1,482,000 -7,000
   Cherry Tree Wealth Management LLC 53 - 2024-03-31 23,332 $1,455,000 -172
   WETHERBY ASSET MANAGEMENT INC 280 - 2023-12-31 22,609 $1,348,000 -850
   ZRC WEALTH MANAGEMENT LLC 32 - 2024-03-31 21,321 $1,329,000 -1,664
   WALDEN WEALTH PARTNERS LLC 22 - 2024-03-31 21,681 $1,311,000 -67
   Quantum Financial Advisors LLC 43 - 2024-03-31 20,762 $1,294,000 -47
   Root Financial Partners LLC 32 - 2024-03-31 20,667 $1,288,000 -723
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 29 - 2024-03-31 20,221 $1,261,000 -370
   WHITTIER TRUST CO 325 - 2024-03-31 20,198 $1,259,000 -77,366
   Financial Insights Inc. 58 - 2024-03-31 19,271 $1,201,000 -2,633
   Olistico Wealth LLC 30 - 2024-03-31 19,073 $1,189,000 -1
   WEBSTERROGERS FINANCIAL ADVISORS LLC 31 - 2023-12-31 18,277 $1,090,000 -102
   KM Capital Management Ltd. 27 - 2023-12-31 17,982 $1,072,000 -5,823
   Cassady Schiller Wealth Management LLC 38 - 2023-12-31 17,729 $1,057,000 -14,985
   USAdvisors Wealth Management LLC 65 - 2024-03-31 15,045 $933,000 -715
  100 Records found
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