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Get Institutions for : 
Dimensional U S Targeted Value Etf (DFAT)  
$53.36 0.54 (1.02%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 560    34
Total shares held : 
 132,011,842  
% of shares held : 
 14.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 -5,162,954  
% of shares held change : 
   -0.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $45.10  
Last Quarter's Ending Price : 
 $52.33  
Last Quarter's Average Price : 
 $46.75  
Change from last quarter's     
avg. price to the last closing  : 
6.61 (14.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
52
 891,163
 0.68%
 
Increased Positions :
198
 4,776,375
 3.62%
 
Unchanged Positions :
141
 6,492,779
 4.92%
 
Decreased Positions :
169
-10,604,545
-8.03%
 
Closed Positions :
18
-225,947
-0.17%
 
Guru Positions :
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
   EdgeRock Capital LLC 61 *Closed 2024-03-31 0 $0 -2,305
   3D/L Capital Management LLC 25 *Closed 2023-12-31 0 $0 -62,044
   LOGAN CAPITAL MANAGEMENT INC 457 *Closed 2024-03-31 0 $0 0
   CAMBRIDGE TRUST CO 679 *Closed 2023-12-31 0 $0 -233
   Coulter & Justus Financial Services LLC 98 *Closed 2024-03-31 0 $0 -7,303
   Tempus Wealth Planning LLC 192 *Closed 2024-03-31 0 $0 -31,173
   D E SHAW & CO INC 2998 *Closed 2024-03-31 0 $0 -4,378
   ADVISORY SERVICES NETWORK, LLC 2524 *Closed 2024-03-31 0 $0 -2,394
   Richardson Capital Management LLC 164 *Closed 2024-03-31 0 $0 -420
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 286 *Closed 2024-03-31 0 $0 -3,874
   RENAISSANCE TECHNOLOGIES LLC 3919 *Closed 2024-03-31 0 $0 -5,500
   McClarren Financial Advisors Inc. 306 *Closed 2024-03-31 0 $0 -1,850
   Tradition Wealth Management LLC 1163 *Closed 2024-03-31 0 $0 -947
   QUANTITATIVE ADVANTAGE LLC 120 *Closed 2023-03-31 0 $0 -1,112,930
   NEUBERGER BERMAN GROUP LLC 1856 *Closed 2024-03-31 0 $0 -4,155
   VERITABLE LP 300 *Closed 2023-09-30 0 $0 -50,925
   FISCHER INVESTMENT STRATEGIES LLC 23 *Closed 2024-03-31 0 $0 -10,095
   THRIVENT FINANCIAL FOR LUTHERANS 2464 *Closed 2024-03-31 0 $0 -51,549
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 173 *Closed 2024-03-31 0 $0 -12,078
   AlphaCore Capital LLC 331 *Closed 2024-03-31 0 $0 -2,456
   Advisor Resource Council 339 *Closed 2024-03-31 0 $0 -12,981
   Iron Horse Wealth Management LLC 481 *Closed 2024-03-31 0 $0 -84
   Nemes Rush Group LLC 653 *Closed 2024-03-31 0 $0 -7
   Curi Capital 148 *Closed 2024-03-31 0 $0 -17,964
   Financial Gravity Wealth Inc. 1240 *Closed 2024-03-31 0 $0 -4,294
   Foundations Investment Advisors LLC 732 *Closed 2024-03-31 0 $0 -7,434
   Sontag Advisory LLC 649 *Closed 2024-03-31 0 $0 -5,792
   Northern Financial Advisors Inc 118 *Closed 2024-03-31 0 $0 -4,293
   COLUMBIA ADVISORY PARTNERS LLC 63 *Closed 2024-03-31 0 $0 -10,644
   IPG Investment Advisors LLC 219 *Closed 2024-03-31 0 $0 -5,648
   JNBA FINANCIAL ADVISORS 723 *Closed 2024-03-31 0 $0 -200
   Concord Wealth Partners 901 *Closed 2024-03-31 0 $0 -2,073
   Facet Wealth Inc. 130 *Closed 2024-03-31 0 $0 -5,420
   FLOW TRADERS U.S. LLC 1086 *Closed 2024-03-31 0 $0 -10,757
  34 Records found
  1    
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