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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
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
   MODERA WEALTH MANAGEMENT, LLC 7 - 2023-12-31 4,861,091 $161,631,000 4,781,919
   Sequoia Financial Advisors LLC 9 - 2024-03-31 3,668,922 $134,062,000 126,629
   PARSEC FINANCIAL MANAGEMENT, INC. 2 - 2023-03-31 4,151,665 $119,443,000 455,142
   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
   Kooman & Associates 1 - 2023-12-31 2,512,883 $83,553,000 96,497
   Meridian Wealth Partners LLC 2 - 2024-03-31 1,900,627 $69,449,000 26,188
   Spinnaker Investment Group LLC 1 - 2024-03-31 1,835,552 $67,071,000 122,414
   AE Wealth Management LLC 65 - 2023-12-31 1,759,108 $59,651,000 163,847
   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
   CI Private Wealth LLC 241 - 2024-03-31 1,208,816 $44,170,000 51,035
   HB Wealth Management LLC 22 - 2024-03-31 1,199,553 $43,830,000 83,148
   COMMONWEALTH EQUITY SERVICES LLC. 269 - 2024-03-31 1,152,575 $42,115,000 26,049
   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 - 2024-03-31 1,178,730 $39,193,000 1,490
   Aveo Capital Partners LLC 2 - 2024-03-31 1,013,206 $36,101,000 3,193
   Resources Investment Advisors Inc. 41 - 2024-03-31 957,204 $34,976,000 492,555
   BRIGHTON JONES LLC 10 - 2024-03-31 915,748 $33,461,000 88,932
   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
   Valued Wealth Advisors LLC 1 - 2024-03-31 748,147 $27,337,000 104,617
   MARINER WEALTH ADVISORS, LLC 247 - 2023-12-31 779,657 $25,924,000 75,713
   Financial Connections Group Inc. - 2024-03-31 700,802 $25,608,000 88,051
   PBMares Wealth Management LLC 2 - 2024-03-31 682,203 $24,928,000 140,498
   LIBERTY WEALTH MANAGEMENT LLC 4 - 2024-03-31 674,426 $24,657,000 25,868
   SC&H Financial Advisors Inc. 3 - 2024-03-31 641,496 $23,440,000 33,131
   CREATIVE PLANNING 217 - 2023-12-31 699,300 $23,252,000 376,500
   SAVANT CAPITAL MANAGEMENT INC 68 - 2024-03-31 629,680 $23,008,000 112,152
   Sterling Financial Group Inc. 3 - 2024-03-31 593,116 $21,672,000 14,007
   STIFEL FINANCIAL CORP 502 - 2023-12-31 624,295 $20,758,000 2,035
   Spectrum Investment Advisors Inc. 1 - 2024-03-31 567,951 $20,753,000 13,190
   Alpha Financial Advisors LLC 6 - 2024-03-31 553,025 $20,208,000 36,140
   Fonville Wealth Management LLC 1 - 2024-03-31 511,325 $18,684,000 91,016
   ACT Advisors LLC. 4 - 2024-03-31 504,196 $18,423,000 250
   Kure Advisory LLC 1 - 2024-03-31 501,726 $18,333,000 21,543
   Quantum Financial Advisors LLC 6 - 2024-03-31 499,695 $18,259,000 400,119
   MISSION WEALTH MANAGEMENT LLC 31 - 2024-03-31 496,841 $18,155,000 53,584
   LPL FINANCIAL CORP 985 - 2024-03-31 488,288 $17,842,000 247,872
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3 - 2024-03-31 476,322 $17,405,000 49,209
   Austin Wealth Management LLC 6 - 2023-12-31 492,252 $17,106,000 137,570
   Heritage Investment Group Inc. 9 - 2024-03-31 465,158 $16,997,000 13,323
   VeraBank N.A. 3 - 2024-03-31 443,757 $16,215,000 41,349
   Envision Financial Planning LLC 1 - 2024-03-31 430,889 $15,745,000 10,284
   BANK OF AMERICA CORP /DE/ 1993 - 2023-12-31 469,322 $15,605,000 8,982
   Zhang Financial LLC 18 - 2024-03-31 411,193 $15,025,000 3,042
   Tortoise Investment Management LLC 15 - 2024-03-31 365,620 $13,360,000 18,454
   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
   Bay Harbor Wealth Management LLC 8 - 2024-03-31 341,675 $12,485,000 27,343
   Allegiance Financial Group Advisory Services LLC 6 - 2024-03-31 338,703 $12,376,000 32,853
   Advisory Alpha LLC 36 - 2024-03-31 337,349 $12,327,000 26,875
   Physician Wealth Solutions Inc. 1 - 2024-03-31 329,962 $12,057,000 43,207
   MCCORMACK ADVISORS INTERNATIONAL 139 - 2024-03-31 317,994 $11,620,000 29,022
   Sowell Financial Services LLC 38 - 2024-03-31 317,527 $11,602,000 198,501
   IFP Advisors Inc 32 - 2023-12-31 348,604 $11,591,000 96,562
   J P MORGAN CHASE & CO 1980 - 2024-03-31 313,715 $11,463,000 35,919
   JFS WEALTH ADVISORS, LLC 24 - 2024-03-31 313,016 $11,438,000 17,297
   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
   Willow Creek Wealth Management Inc. 21 - 2023-12-31 318,912 $10,604,000 10,160
   Security Financial Services INC. 9 - 2024-03-31 267,027 $9,757,000 24,587
   PATHSTONE FAMILY OFFICE, LLC 176 - 2023-09-30 552,181 $9,597,000 503,036
   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
   Advisor Group Holdings Inc. 792 - 2024-03-31 217,814 $7,959,000 10,001
   JACKSON THORNTON ASSET MANAGEMENT LLC 11 - 2023-12-31 234,309 $7,791,000 138,757
   U.S. Capital Wealth Advisors LLC 77 - 2024-03-31 209,783 $7,665,000 1,583
   Waypoint Capital Advisors LLC 15 - 2024-03-31 206,708 $7,553,000 2
   Bridge Advisory LLC 5 - 2024-03-31 202,741 $7,408,000 1,055
   MARYLAND CAPITAL ADVISORS INC. 6 - 2024-03-31 190,052 $6,945,000 10,795
   Teamwork Financial Advisors LLC 33 - 2024-03-31 179,954 $6,576,000 31,867
   Private Advisor Group LLC 379 - 2024-03-31 176,642 $6,454,000 21,665
   Garrett Investment Advisors LLC 30 - 2024-03-31 167,048 $6,104,000 15,541
   Beacon Pointe Advisors LLC 239 - 2023-12-31 179,281 $5,961,000 23,150
   Brainard Capital Management LLC 5 - 2023-03-31 199,857 $5,750,000 40,136
   HUTCHINSON CAPITAL MANAGEMENT/CA 27 - 2024-03-31 152,841 $5,585,000 6,069
   Heirloom Wealth Management 18 - 2024-03-31 145,125 $5,303,000 5,240
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1110 - 2024-03-31 142,272 $5,199,000 4,534
   Sollinda Capital Management LLC 15 - 2024-03-31 140,768 $5,144,000 6,565
   HTG Investment Advisors Inc. 11 - 2024-03-31 140,255 $5,125,000 33,533
   Jacobi Capital Management LLC 33 - 2024-03-31 138,785 $5,071,000 103,458
   Cypress Point Wealth Management LLC 8 - 2024-03-31 131,463 $4,804,000 40,995
   FINANCIAL NETWORK 610 - 2023-12-31 137,968 $4,587,000 125
   Mattern Wealth Management LLC 23 - 2023-12-31 128,939 $4,287,000 881
   GEM Asset Management LLC 8 - 2024-03-31 120,258 $4,187,000 6,038
   Helen Stephens Group LLC 17 - 2024-03-31 111,762 $4,084,000 6,333
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 868 - 2024-03-31 109,990 $4,019,000 14,223
   DAVIDSON D A & CO 344 - 2023-12-31 110,450 $3,672,000 2,200
   CATALYST PRIVATE WEALTH LLC 13 - 2024-03-31 100,416 $3,669,000 5,109
   SYM FINANCIAL CORPORATION 17 - 2024-03-31 99,030 $3,619,000 19,056
  100 Records found
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