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Get Institutions for : 
Dfa Dimensional Us Core Equity Market Etf (DFAU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 349    23
Total shares held : 
 84,436,787  
% of shares held : 
 93.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   100  
Amount of shares held : 
 5,461,562  
% of shares held change : 
   6.07%  
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 :
32
 1,042,702
 1.23%
 
Increased Positions :
169
 11,180,109
 13.24%
 
Unchanged Positions :
56
 3,827,826
 4.53%
 
Decreased Positions :
92
-6,608,932
-7.83%
 
Closed Positions :
9
-152,317
-0.18%
 
Guru Positions :
2
6,992
 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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MODERA WEALTH MANAGEMENT, LLC 7 - 2023-12-31 4,861,091 $161,631,000 4,781,919
   PARSEC FINANCIAL MANAGEMENT, INC. 2 - 2023-03-31 4,151,665 $119,443,000 455,142
   Sequoia Financial Advisors LLC - 2023-12-31 3,542,293 $117,781,000 338,346
   Aquire Wealth Advisors LLC 1 - 2023-12-31 3,144,851 $104,566,000 73,206
   Blankinship & Foster LLC 1 - 2023-12-31 2,668,796 $88,737,000 3,769
   HANSON MCCLAIN, INC. 23 - 2024-03-31 2,412,078 $88,137,000 -43,799
   Kooman & Associates 1 - 2023-12-31 2,512,883 $83,553,000 96,497
   Spinnaker Investment Group LLC 1 - 2024-03-31 1,835,552 $67,071,000 122,414
   Meridian Wealth Partners LLC 2 - 2023-12-31 1,874,439 $62,325,000 -24,755
   AE Wealth Management LLC 65 - 2023-12-31 1,759,108 $59,651,000 163,847
   BUCKINGHAM ASSET MANAGEMENT, LLC 22 - 2023-12-31 1,686,644 $56,081,000 295,025
   BILLEAUD CAPITAL MANAGEMENT INC. 2 - 2024-03-31 1,570,607 $55,380,000 -727
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 161 - 2024-03-31 1,371,424 $50,112,000 38,871
   RVW Wealth LLC 4 - 2024-03-31 1,239,538 $45,293,000 14,810
   Krilogy Financial LLC 3 - 2024-03-31 1,223,209 $44,696,000 30,297
   Betterment LLC 46 - 2023-12-31 1,255,713 $41,752,000 184,048
   EVOKE WEALTH LLC 24 - 2023-12-31 1,235,065 $41,066,000 97,873
   FirstPurpose Wealth LLC 1 - 2024-03-31 1,094,777 $39,237,000 27,091
   Essential Planning LLC. 2 - 2023-12-31 1,177,240 $39,143,000 939
   CI Private Wealth LLC 263 - 2023-12-31 1,157,781 $38,496,000 34,360
   COMMONWEALTH EQUITY SERVICES LLC. 271 - 2023-12-31 1,126,526 $37,457,000 131,484
   HB Wealth Management LLC 21 - 2023-12-31 1,116,405 $37,121,000 87,715
   Aveo Capital Partners LLC 1 - 2023-12-31 1,010,013 $33,583,000 37,639
   Pioneer Wealth Management Group 1 - 2024-03-31 914,839 $33,428,000 128,822
   WPWealth LLP 3 - 2023-12-31 955,307 $31,764,000 96,631
   TCP Asset Management LLC 2 - 2024-03-31 810,071 $29,600,000 151,008
   Rappaport Reiches Capital Management LLC 3 - 2024-03-31 801,815 $29,298,000 92,885
   BKD WEALTH ADVISORS LLC 27 - 2024-03-31 775,058 $28,321,000 57,668
   BRIGHTON JONES LLC 10 - 2023-12-31 826,816 $27,492,000 197,021
   MARINER WEALTH ADVISORS, LLC 247 - 2023-12-31 779,657 $25,924,000 75,713
   CREATIVE PLANNING 217 - 2023-12-31 699,300 $23,252,000 376,500
   Arista Wealth Management LLC 1 - 2024-03-31 628,354 $22,960,000 -1,040,779
   Sterling Financial Group Inc. 3 - 2024-03-31 593,116 $21,672,000 14,007
   LIBERTY WEALTH MANAGEMENT LLC 4 - 2023-12-31 648,558 $21,559,000 149,245
   STIFEL FINANCIAL CORP 502 - 2023-12-31 624,295 $20,758,000 2,035
   Financial Connections Group Inc. - 2023-12-31 612,751 $20,373,000 152,345
   SC&H Financial Advisors Inc. 3 - 2023-12-31 608,365 $20,228,000 45,725
   Buckingham Strategic Partners 21 - 2023-12-31 598,601 $19,904,000 -2,165
   AWM CAPITAL LLC 9 - 2024-03-31 529,817 $19,360,000 -8,717
   Valued Wealth Advisors LLC 1 - 2023-12-31 643,530 $19,274,000 0
   Shira Ridge Wealth Management 2 - 2024-03-31 527,022 $19,257,000 -11,522
   Fonville Wealth Management LLC 1 - 2024-03-31 511,325 $18,684,000 91,016
   Spectrum Investment Advisors Inc. 1 - 2023-12-31 554,761 $18,446,000 0
   ACT Advisors LLC. 4 - 2024-03-31 504,196 $18,423,000 250
   Private Ocean LLC 11 - 2024-03-31 503,216 $18,387,000 -38,366
   Quantum Financial Advisors LLC 6 - 2024-03-31 499,695 $18,259,000 400,119
   PBMares Wealth Management LLC - 2023-12-31 541,705 $18,012,000 204,447
   Highland Financial Advisors LLC 5 - 2023-12-31 537,592 $17,875,000 14,643
   Perigon Wealth Management LLC 38 - 2023-12-31 520,200 $17,297,000 66,052
   SAVANT CAPITAL MANAGEMENT INC 84 - 2023-12-31 517,528 $17,208,000 114,977
   Alpha Financial Advisors LLC 5 - 2023-12-31 516,885 $17,186,000 45,112
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 219 - 2023-12-31 516,626 $17,178,000 -5,257
   Austin Wealth Management LLC 6 - 2023-12-31 492,252 $17,106,000 137,570
   Kure Advisory LLC 1 - 2023-12-31 480,183 $15,966,000 1,109
   BANK OF AMERICA CORP /DE/ 1993 - 2023-12-31 469,322 $15,605,000 8,982
   Resources Investment Advisors Inc. 84 *New 2023-12-31 464,649 $15,450,000 464,649
   Zhang Financial LLC 18 - 2024-03-31 411,193 $15,025,000 3,042
   Heritage Investment Group Inc. 9 - 2023-12-31 451,835 $15,024,000 19,084
   MISSION WEALTH MANAGEMENT LLC 29 - 2023-12-31 443,257 $14,738,000 10,682
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4 - 2023-12-31 427,113 $14,202,000 41,464
   Envision Financial Planning LLC - 2023-12-31 420,605 $13,985,000 -8,885
   ENVESTNET ASSET MANAGEMENT INC 1252 - 2023-12-31 412,149 $13,704,000 -19,895
   VeraBank N.A. 3 - 2023-12-31 402,408 $13,380,000 97,223
   Plancorp LLC 20 - 2023-12-31 396,639 $13,188,000 17,011
   UMA Financial Services Inc. 7 - 2024-03-31 375,196 $13,139,000 14,192
   AdvisorNet Financial Inc 10 - 2024-03-31 358,492 $13,099,000 -17,676
   Cetera Investment Advisers 182 - 2023-12-31 392,415 $13,048,000 -23,343
   Pathstone Holdings LLC 211 - 2023-12-31 389,919 $12,965,000 0
   Bay Harbor Wealth Management LLC 8 - 2024-03-31 341,675 $12,485,000 27,343
   Physician Wealth Solutions Inc. 1 - 2024-03-31 329,962 $12,057,000 43,207
   IFP Advisors Inc 32 - 2023-12-31 348,604 $11,591,000 96,562
   Tortoise Investment Management LLC 15 - 2023-12-31 347,166 $11,543,000 4,343
   Chicago Partners Investment Group LLC 49 - 2024-03-31 320,771 $11,307,000 5,346
   CVA Family Office LLC 9 - 2024-03-31 308,707 $11,280,000 18,303
   FinDec Wealth Services Inc. 2 - 2023-12-31 338,153 $11,244,000 28,920
   WEALTHSOURCE PARTNERS LLC 22 - 2023-12-31 336,505 $11,189,000 -7,063
   Great Point Wealth Advisors LLC - 2023-12-31 335,893 $11,168,000 -15,812
   Willow Creek Wealth Management Inc. 21 - 2023-12-31 318,912 $10,604,000 10,160
   Advisory Alpha LLC - 2023-12-31 310,474 $10,323,000 4,885
   ARK & TLK INVESTMENTS LLC - 2023-12-31 309,674 $10,297,000 0
   Syverson Strege & Co 5 - 2023-12-31 306,200 $10,181,000 1,395
   Allegiance Financial Group Advisory Services LLC - 2023-12-31 305,850 $10,170,000 42,481
   JFS WEALTH ADVISORS, LLC 26 - 2023-12-31 295,719 $9,833,000 2,060
   Security Financial Services INC. 9 - 2024-03-31 267,027 $9,757,000 24,587
   MCCORMACK ADVISORS INTERNATIONAL 137 - 2023-12-31 288,972 $9,608,000 31,885
   PATHSTONE FAMILY OFFICE, LLC 176 - 2023-09-30 552,181 $9,597,000 503,036
   J P MORGAN CHASE & CO 2089 - 2023-12-31 277,796 $9,237,000 76,564
   LEGACY FINANCIAL GROUP INC. 8 - 2023-12-31 273,888 $9,107,000 -383
   CHERRYDALE WEALTH MANAGEMENT LLC 7 - 2024-03-31 237,915 $8,693,000 -13,313
   Relative Value Partners Group LLC 36 - 2023-12-31 260,823 $8,672,000 176,808
   Clarity Capital Advisors LLC 3 - 2024-03-31 236,754 $8,651,000 13,163
   WALDEN WEALTH PARTNERS LLC 6 - 2024-03-31 239,921 $8,589,000 2,420
   SAX WEALTH ADVISORS LLC 20 - 2023-12-31 257,231 $8,553,000 78,589
   Integrated Wealth Concepts LLC 161 - 2023-12-31 257,213 $8,552,000 22,602
   LPL FINANCIAL CORP 1374 - 2023-12-31 240,416 $7,994,000 -4,344
   JACKSON THORNTON ASSET MANAGEMENT LLC 11 - 2023-12-31 234,309 $7,791,000 138,757
   WMS PARTNERS, LLC 29 - 2023-12-31 233,985 $7,780,000 -18,991
   Bridge Advisory LLC 5 - 2024-03-31 202,741 $7,408,000 1,055
   MERCER GLOBAL ADVISORS INC /ADV 377 - 2023-12-31 219,327 $7,293,000 -17,857
   ROYAL BANK OF CANADA 1659 - 2023-12-31 217,377 $7,229,000 -94,327
  100 Records found
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