Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Dfa Dimensional Us Core Equity Market Etf (DFAU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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
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
   Hemington Wealth Management 9 *New 2024-03-31 175,855 $6,426,000 175,855
   Portfolio Strategies Inc. 23 *New 2024-03-31 142,252 $5,198,000 142,252
   GOLDMAN SACHS GROUP INC/ 2832 *New 2023-12-31 98,268 $3,267,000 98,268
   Rockbridge Investment Management LCC 53 *New 2023-12-31 28,952 $963,000 28,952
   ZRC WEALTH MANAGEMENT LLC 41 *New 2024-03-31 26,284 $960,000 26,284
   TWO SIGMA INVESTMENTS LLC 2029 *New 2023-12-31 26,200 $871,000 26,200
   PATTEN & PATTEN INC/TN 206 *New 2024-03-31 16,043 $586,000 16,043
   Patriot Financial Group Insurance Agency LLC 249 *New 2024-03-31 15,665 $572,000 15,665
   Pensionmark Financial Group LLC 216 *New 2023-12-31 15,525 $516,000 15,525
   Sensible Financial Planning & Management LLC. 27 *New 2024-03-31 10,522 $384,000 10,522
   Sprinkle Financial Consultants LLC 51 *New 2024-03-31 8,411 $307,000 8,411
   FOSTER & MOTLEY INC 329 *New 2024-03-31 8,239 $301,000 8,239
   Synergy Financial Management LLC 106 *New 2024-03-31 7,638 $279,000 7,638
   Annandale Capital LLC 104 *New 2023-12-31 8,064 $268,000 8,064
   Ethos Financial Group LLC 200 *New 2024-03-31 6,750 $247,000 6,750
   Facet Wealth Inc. 105 *New 2024-03-31 6,587 $237,000 6,587
   Wealthstream Advisors Inc. 125 *New 2024-03-31 5,941 $217,000 5,941
   Golden State Equity Partners 332 *New 2023-12-31 6,531 $217,000 6,531
   MARSHALL FINANCIAL GROUP INC /ADV 53 *New 2024-03-31 5,774 $211,000 5,774
   SOUNDMARK WEALTH MANAGEMENT LLC 69 *New 2024-03-31 5,569 $204,000 5,569
   MONTAG A & ASSOCIATES INC 626 *New 2024-03-31 1,000 $37,000 1,000
   Kathleen S. Wright Associates Inc. 187 *New 2024-03-31 280 $10,000 280
   Fortitude Family Office LLC 492 *New 2024-03-31 200 $7,000 200
   HARBOUR INVESTMENTS INC. 2346 *New 2023-12-31 189 $6,000 189
   Nemes Rush Group LLC 597 *New 2023-12-31 27 $1,000 27
  25 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us