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Get Institutions for : 
Dimensional World Equity Etf (DFAW)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 30    21
Total shares held : 
 1,131,227  
% of shares held : 
 12.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 458,273  
% of shares held change : 
   5.09%  
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 :
23
 330,801
 29.24%
 
Increased Positions :
4
 157,440
 13.92%
 
Unchanged Positions :
3
 451,107
 39.88%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
2
-29,968
-2.65%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Arlington Financial Advisors LLC 4 - 2024-03-31 483,111 $28,566,000 470,494
   DiNuzzo Private Wealth Inc. 12 - 2023-12-31 345,214 $18,954,000 0
   First Pacific Financial 8 - 2024-03-31 300,861 $17,790,000 128,919
   Abacus Planning Group Inc. 11 - 2024-03-31 179,463 $10,612,000 5,091
   Strategic Investment Solutions Inc. /IL 13 - 2023-12-31 126,244 $6,931,000 126,226
   Sivia Capital Partners LLC 6 - 2024-03-31 103,933 $6,146,000 6,658
   Bryant Woods Investment Advisors LLC - 2024-03-31 89,391 $5,286,000 76,451
   Fundamentun LLC 62 *New 2024-03-31 79,518 $4,702,000 79,518
   UMA Financial Services Inc. 27 - 2024-03-31 80,226 $4,532,000 42,658
   BUILDER INVESTMENT GROUP INC /ADV - 2023-12-31 47,033 $2,582,000 19,096
   Syverson Strege & Co - 2024-03-31 39,450 $2,333,000 24,942
   COMMONWEALTH EQUITY SERVICES LLC. 1719 - 2024-03-31 36,389 $2,152,000 21,469
   Apella Capital LLC 104 - 2024-03-31 28,310 $1,667,000 11,268
   Main Street Financial Solutions LLC 119 - 2024-03-31 27,079 $1,601,000 15,711
   Krilogy Financial LLC 146 *New 2024-03-31 18,703 $1,106,000 18,703
   Sprinkle Financial Consultants LLC 32 - 2024-03-31 12,551 $742,000 3,933
   Evanson Asset Management LLC 156 *New 2024-03-31 10,144 $600,000 10,144
   Barry Investment Advisors LLC 63 *New 2024-03-31 10,008 $592,000 10,008
   MERCER GLOBAL ADVISORS INC /ADV 1265 *New 2023-12-31 9,914 $544,000 9,914
   Spinnaker Investment Group LLC 55 - 2024-03-31 8,291 $490,000 3,875
   VISTA CAPITAL PARTNERS, INC. *New 2024-03-31 7,987 $472,000 7,987
   Root Financial Partners LLC 63 - 2024-03-31 6,986 $413,000 0
   Total Wealth Planning LLC 72 *New 2024-03-31 6,584 $389,000 6,584
   Beacon Pointe Advisors LLC 1003 *New 2023-12-31 6,386 $351,000 6,386
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2567 - 2024-03-31 5,896 $349,000 65
   Ronald Blue Trust Inc. *New 2024-03-31 5,354 $317,000 5,354
   Chicago Partners Investment Group LLC 566 *New 2024-03-31 5,201 $298,000 5,201
   Rehmann Capital Advisory Group *New 2024-03-31 4,681 $277,000 4,681
   Austin Asset Management Co Inc 60 *New 2024-03-31 4,346 $257,000 4,346
   Alpha Financial Advisors LLC *New 2024-03-31 4,192 $248,000 4,192
   SC&H Financial Advisors Inc. *New 2024-03-31 3,710 $219,000 3,710
   Foster Group Inc. 192 *New 2024-03-31 3,648 $216,000 3,648
   Greenspring Advisors LLC 73 *New 2024-03-31 3,625 $214,000 3,625
   PHILLIPS FINANCIAL MANAGEMENT LLC 169 - 2024-03-31 3,605 $213,000 1,935
   Smith Anglin Financial LLC 178 *New 2024-03-31 3,594 $213,000 3,594
   LAM GROUP INC. 72 - 2024-03-31 2,071 $122,000 1,725
   MATHER GROUP, INC. 707 *New 2024-03-31 1,770 $97,000 1,770
   DecisionPoint Financial LLC *New 2024-03-31 1,367 $79,000 1,367
   Concord Wealth Partners - 2024-03-31 1,135 $67,000 2
   Ruedi Wealth Management Inc. *New 2023-12-31 965 $53,000 965
   McIlrath & Eck LLC 325 *New 2023-12-31 607 $33,000 607
   BANK OF MONTREAL /CAN/ 3088 *New 2023-12-31 580 $32,000 580
   UBS Group AG 5656 *New 2023-12-31 461 $25,000 461
   Coston McIsaac & Partners 283 *New 2024-03-31 414 $24,000 414
   MORRIS FINANCIAL CONCEPTS INC. 130 - 2024-03-31 383 $23,000 264
   HANSON MCCLAIN, INC. 2104 *New 2024-03-31 165 $10,000 165
   Quent Capital LLC - 2024-03-31 134 $8,000 0
   GRAND WEALTH MANAGEMENT LLC 74 *New 2023-12-31 18 $1,000 18
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   DIMENSIONAL FUND ADVISORS INC 3469 *Closed 2023-12-31 0 $0 -20,000
   JANE STREET GROUP LLC 5969 *Closed 2023-12-31 0 $0 -9,968
  51 Records found
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