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Get Institutions for : 
Dimensional Funds plc - World Equity Fund (DFAX)  
$25.83 0.02 (0.08%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 403    5
Total shares held : 
 195,790,455  
% of shares held : 
 21.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   35  
Amount of shares held : 
 -11,174,295  
% of shares held change : 
   -1.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.21  
Last Quarter's Ending Price : 
 $24.42  
Last Quarter's Average Price : 
 $22.87  
Change from last quarter's     
avg. price to the last closing  : 
2.96 (12.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 739,436
 0.38%
 
Increased Positions :
159
 8,829,879
 4.51%
 
Unchanged Positions :
90
 8,501,310
 4.34%
 
Decreased Positions :
129
-19,208,908
-9.81%
 
Closed Positions :
20
-1,534,702
-0.78%
 
Guru Positions :
1
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BUCKINGHAM ASSET MANAGEMENT, LLC 8 - 2023-12-31 11,647,730 $284,438,000 142,853
   ENVESTNET ASSET MANAGEMENT INC 180 - 2023-12-31 10,667,769 $260,507,000 -300,822
   LPL FINANCIAL CORP 171 - 2023-12-31 7,274,225 $177,637,000 130,267
   Geometric Wealth Advisors 2 - 2023-12-31 6,208,302 $151,607,000 444,673
   COMMONWEALTH EQUITY SERVICES LLC. 77 - 2024-03-31 5,732,153 $145,826,000 211,845
   GLENMEDE TRUST CO NA 29 - 2023-12-31 5,189,377 $126,725,000 4,175
   MONOGRAPH WEALTH ADVISORS LLC 2 - 2023-12-31 4,723,857 $115,357,000 3,659
   RFG Advisory Group LLC 5 - 2024-03-31 4,515,992 $114,887,000 263,468
   COMERICA BANK 32 - 2023-12-31 4,499,060 $109,867,000 -155,531
   UBS Group AG 407 - 2023-12-31 4,257,023 $103,957,000 51,965
   Plancorp LLC 4 - 2023-12-31 4,197,112 $102,493,000 -20,827
   JFS WEALTH ADVISORS, LLC 1 - 2024-03-31 3,801,476 $96,710,000 -63,466
   ALERUS FINANCIAL NA 2 - 2023-12-31 3,948,218 $96,415,000 -204,491
   HANSON MCCLAIN, INC. 20 - 2024-03-31 3,682,172 $93,674,000 -17,026
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 65 - 2023-12-31 3,463,439 $84,577,000 84,765
   Pathstone Holdings LLC 39 - 2023-12-31 3,316,028 $80,980,000 0
   Great Waters Wealth Management 2 - 2024-03-31 3,023,687 $76,923,000 228,608
   PATHSTONE FAMILY OFFICE, LLC 31 - 2023-09-30 3,273,413 $73,717,000 -204,757
   Evanson Asset Management LLC 4 - 2024-03-31 2,836,700 $72,166,000 -34,882
   Planning Center Inc. 1 - 2024-03-31 2,832,063 $72,048,000 31,556
   Capstone Financial Advisors Inc. 7 - 2023-12-31 2,814,437 $68,729,000 7,503
   Asset Dedication LLC 3 - 2024-03-31 2,625,551 $66,807,000 164,479
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4 - 2024-03-31 2,403,592 $61,147,000 140,483
   DAVIDSON D A & CO 35 - 2023-12-31 2,442,009 $59,634,000 43,262
   Core Wealth Management Inc. 2 - 2024-03-31 2,165,160 $55,082,000 111,709
   New Capital Management LP 2 - 2024-03-31 2,138,210 $54,396,000 38,275
   Morton Capital Management LLC/CA 2 - 2024-03-31 2,072,389 $52,722,000 87,306
   Greenspring Advisors LLC 2 - 2024-03-31 2,016,003 $51,287,000 56,911
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 3 - 2024-03-31 1,944,723 $49,474,000 -1,190,744
   Buckingham Strategic Partners 13 - 2023-12-31 1,808,220 $44,157,000 -598,018
   BAKER BOYER NATIONAL BANK 3 - 2024-03-31 1,682,055 $42,775,000 73,836
   JACKSON THORNTON ASSET MANAGEMENT LLC 5 - 2023-12-31 1,750,941 $42,758,000 -136,975
   BANK OF AMERICA CORP /DE/ 1271 - 2023-12-31 1,712,096 $41,809,000 992,734
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 28 - 2024-03-31 1,585,013 $40,323,000 -27,638
   JANE STREET GROUP LLC 312 - 2023-12-31 1,610,856 $39,337,000 -3,569,018
   Forum Financial Management LP 16 - 2023-12-31 1,596,743 $38,992,000 59,225
   Trellis Wealth Advisors LLC 1 - 2024-03-31 1,425,526 $36,265,000 22,615
   Glassman Wealth Services 5 - 2024-03-31 1,423,560 $36,215,000 85,146
   First Ascent Asset Management LLC 9 - 2023-12-31 1,457,609 $35,595,000 34,892
   ShankerValleau Wealth Advisors Inc. 2 - 2024-03-31 1,383,664 $35,200,000 9,377
   Creative Capital Management Investments LLC 2 - 2024-03-31 1,380,832 $35,128,000 138,793
   Altiora Financial Group LLC 2 - 2024-03-31 1,327,409 $33,769,000 -12,580
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 349 - 2024-03-31 1,305,988 $33,224,000 97,850
   CARDIFF PARK ADVISORS LLC 4 - 2023-12-31 1,287,307 $31,436,000 -6,512
   MERCER GLOBAL ADVISORS INC /ADV 150 - 2023-12-31 1,226,451 $29,950,000 -27,913
   Financial Symmetry Inc 2 - 2024-03-31 1,174,758 $29,886,000 109,000
   BlueSky Wealth Advisors LLC 1 - 2024-03-31 1,164,698 $29,630,000 46,720
   VANCE WEALTH INC. 2 - 2024-03-31 1,094,202 $27,837,000 18,598
   ROYAL BANK OF CANADA 961 - 2023-12-31 1,138,779 $27,810,000 168,112
   Meridian Wealth Partners LLC 6 - 2023-12-31 1,058,564 $25,850,000 -20,111
   Private Advisor Group LLC 105 - 2024-03-31 1,009,103 $25,672,000 22,053
   Confluence Wealth Services Inc. 13 - 2024-03-31 1,003,639 $25,533,000 175,494
   HIGHTOWER ADVISORS, LLC 408 - 2023-12-31 1,045,457 $25,530,000 -53,977
   Cardinal Point Capital Management ULC 8 *New 2024-03-31 987,830 $25,130,000 987,830
   Onyx Financial Advisors LLC 2 - 2024-03-31 985,957 $25,083,000 86,890
   M HOLDINGS SECURITIES, INC. 6 - 2023-12-31 1,027,074 $25,081,000 1,027,074
   BetterWealth LLC 4 - 2024-03-31 941,739 $23,958,000 14,010
   Apella Capital LLC 23 - 2024-03-31 883,427 $22,660,000 -33,900
   Resources Investment Advisors Inc. 56 - 2023-12-31 921,782 $22,510,000 898,711
   Symmetry Partner LLC 15 - 2024-03-31 823,987 $20,962,000 -129,747
   COMERICA SECURITIESINC. 9 - 2023-09-30 916,863 $20,648,000 -19,179
   Advisor Group Holdings Inc. 475 - 2023-12-31 831,845 $20,314,000 -861,695
   Shearwater Capital LLC 2 - 2024-03-31 770,195 $19,594,000 34,436
   RWM Asset Management LLC 2 - 2024-03-31 757,905 $19,281,000 -71,607
   CI Private Wealth LLC 393 - 2023-12-31 776,378 $18,959,000 -49,224
   TCI Wealth Advisors Inc. 13 - 2023-12-31 698,198 $17,050,000 2,028
   Chicago Partners Investment Group LLC 27 - 2024-03-31 675,465 $16,893,000 -18,453
   Sowell Financial Services LLC 19 - 2024-03-31 658,287 $16,747,000 464,670
   Glassy Mountain Advisors Inc. 1 - 2024-03-31 632,113 $16,081,000 25,875
   Prosperity Planning Inc. 3 - 2024-03-31 630,565 $16,042,000 -5,617
   OLD MISSION CAPITAL LLC 36 - 2023-12-31 629,233 $15,366,000 171,544
   Kestra Advisory Services LLC 178 - 2023-12-31 621,712 $15,182,000 -7,808
   HTG Investment Advisors Inc. 3 - 2024-03-31 588,057 $14,960,000 -46,291
   CHERRYDALE WEALTH MANAGEMENT LLC 5 - 2024-03-31 580,482 $14,767,000 33,103
   GRAND WEALTH MANAGEMENT LLC 3 - 2023-12-31 588,781 $14,378,000 -1,309
   Conrad Siegel Investment Advisors Inc. 8 - 2024-03-31 563,859 $14,345,000 90,680
   Grunden Financial Advisory Inc. 6 - 2024-03-31 548,690 $13,959,000 -10,307
   BKD WEALTH ADVISORS LLC 45 - 2024-03-31 536,907 $13,659,000 57,855
   CLARIS ADVISORS LLC / MO / 4 - 2024-03-31 524,487 $13,343,000 -270
   IFG Advisory LLC 13 - 2023-12-31 545,339 $13,317,000 16,066
   MODERA WEALTH MANAGEMENT, LLC 87 - 2023-12-31 537,560 $13,127,000 -4,562,700
   SAVANT CAPITAL MANAGEMENT INC 101 - 2023-12-31 534,309 $13,048,000 8,126
   FINANCIAL ENGINES ADVISORS L.L.C. 70 - 2023-12-31 528,238 $12,900,000 61,840
   SOUNDMARK WEALTH MANAGEMENT LLC 5 - 2024-03-31 505,211 $12,853,000 14,082
   OHE FINANCIAL INC 16 - 2023-12-31 525,176 $12,825,000 88,363
   Lauterbach Financial Advisors LLC 3 - 2023-12-31 483,987 $11,819,000 -2,249
   Robertson Stephens Wealth Management LLC 24 - 2023-12-31 475,225 $11,605,000 3,292
   North Ridge Wealth Advisors Inc. 2 - 2024-03-31 447,324 $11,380,000 7,437
   Ruedi Wealth Management Inc. - 2023-12-31 459,392 $11,218,000 11,400
   ARK & TLK INVESTMENTS LLC - 2023-12-31 429,630 $10,492,000 0
   Integrated Wealth Concepts LLC 139 - 2023-12-31 427,392 $10,437,000 39,137
   Trust Co of the South 9 - 2024-03-31 408,452 $10,391,000 -6,806
   AMERICAN INVESTMENT SERVICES INC. 12 - 2023-12-31 414,421 $10,120,000 -519
   BRIGHTON JONES LLC 36 - 2023-12-31 411,710 $10,054,000 47,833
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 469 - 2024-03-31 394,719 $10,042,000 -10,733
   Financial Connections Group Inc. - 2024-03-31 377,515 $9,604,000 27,073
   Silver Oak Advisory Group Inc. 6 - 2024-03-31 372,117 $9,467,000 5,897
   ERn Financial LLC 17 - 2024-03-31 368,117 $9,365,000 8,416
   J P MORGAN CHASE & CO 2079 - 2023-12-31 382,817 $9,348,000 52,030
   LEGACY FINANCIAL GROUP INC. 7 - 2023-12-31 380,406 $9,290,000 10,615
  100 Records found
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