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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
   Fundamentun LLC 62 *New 2024-03-31 79,518 $4,702,000 79,518
   Krilogy Financial LLC 146 *New 2024-03-31 18,703 $1,106,000 18,703
   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
   MB Generational Wealth LLC 27 *New 2024-03-31 9,062 $536,000 9,062
   Keyes Stange & Wooten Wealth Management LLC 38 *New 2024-03-31 8,952 $529,000 8,952
   VISTA CAPITAL PARTNERS, INC. 47 *New 2024-03-31 7,987 $472,000 7,987
   Belpointe Asset Management LLC 490 *New 2024-03-31 6,874 $406,000 6,874
   Total Wealth Planning LLC 72 *New 2024-03-31 6,584 $389,000 6,584
   Toroso Investments LLC 1326 *New 2024-03-31 5,730 $339,000 5,730
   TCI Wealth Advisors Inc. 153 *New 2024-03-31 5,631 $333,000 5,631
   Ronald Blue Trust Inc. 383 *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 468 *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 38 *New 2024-03-31 4,192 $248,000 4,192
   SC&H Financial Advisors Inc. 134 *New 2024-03-31 3,710 $219,000 3,710
   ENVESTNET ASSET MANAGEMENT INC 3864 *New 2024-03-31 3,681 $218,000 3,681
   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
   Smith Anglin Financial LLC 178 *New 2024-03-31 3,594 $213,000 3,594
   MATHER GROUP, INC. 707 *New 2024-03-31 1,770 $97,000 1,770
   DecisionPoint Financial LLC 61 *New 2024-03-31 1,367 $79,000 1,367
   MORGAN STANLEY 5976 *New 2024-03-31 892 $53,000 892
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 97 *New 2024-03-31 540 $32,000 540
   Coston McIsaac & Partners 283 *New 2024-03-31 414 $24,000 414
   HANSON MCCLAIN, INC. 2104 *New 2024-03-31 165 $10,000 165
  27 Records found
  1    
  Page 1 of 1
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