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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  
Free Registration Required For Full Results

            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
   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
   UBS Group AG 407 - 2023-12-31 4,257,023 $103,957,000 51,965
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 65 - 2023-12-31 3,463,439 $84,577,000 84,765
   Great Waters Wealth Management 2 - 2024-03-31 3,023,687 $76,923,000 228,608
   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
   BAKER BOYER NATIONAL BANK 3 - 2024-03-31 1,682,055 $42,775,000 73,836
   BANK OF AMERICA CORP /DE/ 1271 - 2023-12-31 1,712,096 $41,809,000 992,734
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 349 - 2024-03-31 1,305,988 $33,224,000 97,850
   Financial Symmetry Inc - 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. - 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
   Private Advisor Group LLC - 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
   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
   Resources Investment Advisors Inc. 56 - 2023-12-31 921,782 $22,510,000 898,711
   Shearwater Capital LLC 2 - 2024-03-31 770,195 $19,594,000 34,436
   TCI Wealth Advisors Inc. 13 - 2023-12-31 698,198 $17,050,000 2,028
   Sowell Financial Services LLC - 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
   OLD MISSION CAPITAL LLC 36 - 2023-12-31 629,233 $15,366,000 171,544
   CHERRYDALE WEALTH MANAGEMENT LLC 5 - 2024-03-31 580,482 $14,767,000 33,103
   Conrad Siegel Investment Advisors Inc. 8 - 2024-03-31 563,859 $14,345,000 90,680
   BKD WEALTH ADVISORS LLC 45 - 2024-03-31 536,907 $13,659,000 57,855
   IFG Advisory LLC 13 - 2023-12-31 545,339 $13,317,000 16,066
   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
   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
   Integrated Wealth Concepts LLC 139 - 2023-12-31 427,392 $10,437,000 39,137
   BRIGHTON JONES LLC 36 - 2023-12-31 411,710 $10,054,000 47,833
   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
   SJS Investment Consulting Inc. 7 - 2024-03-31 341,759 $8,694,000 111
   PURE FINANCIAL ADVISORS, INC. 55 - 2024-03-31 324,054 $8,244,000 3,292
   Equitable Holdings Inc. 161 - 2023-12-31 327,023 $7,986,000 25,318
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 544 - 2024-03-31 307,701 $7,828,000 24,928
   N.E.W. Advisory Services LLC 25 - 2024-03-31 298,754 $7,600,000 38,586
   Willow Creek Wealth Management Inc. 26 - 2023-12-31 306,287 $7,480,000 27,845
   CREATIVE PLANNING 459 - 2023-12-31 301,095 $7,353,000 1,421
   Hurlow Wealth Management Group Inc. 11 - 2024-03-31 286,894 $7,299,000 8,387
   PBMares Wealth Management LLC - 2024-03-31 286,634 $7,292,000 3,873
   BRIGGS ADVISORY GROUP INC. 7 - 2023-09-30 306,513 $6,903,000 12,938
   Live Oak Private Wealth LLC 33 - 2024-03-31 268,158 $6,822,000 174,010
   PARK AVENUE SECURITIES LLC 161 - 2024-03-31 261,930 $6,664,000 25,052
   MAGNOLIA CAPITAL ADVISORS LLC 2 - 2024-03-31 270,338 $6,653,000 11,921
   McCarthy Grittinger Financial Group LLC 11 - 2024-03-31 255,416 $6,498,000 4,208
   Baldrige Asset Management LLC 11 - 2023-03-31 250,076 $5,767,000 1,227
   ADVISOR PARTNERS II LLC 83 - 2023-09-30 230,605 $5,193,000 6,258
   SC&H Financial Advisors Inc. - 2024-03-31 197,945 $5,036,000 3,346
   Integrated Advisors Network LLC 99 - 2023-12-31 196,913 $4,809,000 7,192
   Tranquilli Financial Advisor LLC 5 - 2023-12-31 191,720 $4,682,000 944
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1235 - 2023-12-31 173,440 $4,235,000 173,440
   Heritage Wealth Management Inc./Texas 9 - 2024-03-31 164,757 $4,191,000 3,085
   GOULD ASSET MANAGEMENT LLC /CA/ - 2024-03-31 157,486 $4,006,000 14,502
   Garrett Investment Advisors LLC 42 - 2024-03-31 153,634 $3,908,000 1,027
   Treynor Bancshares Inc. 16 - 2023-12-31 154,399 $3,770,000 1,348
   CAPITAL PERFORMANCE ADVISORS LLP 15 - 2024-03-31 140,831 $3,583,000 2
   Concord Wealth Partners - 2024-03-31 134,999 $3,434,000 4,546
   Beacon Pointe Advisors LLC 362 - 2023-12-31 140,374 $3,428,000 81,446
   GEM Asset Management LLC 11 - 2024-03-31 136,520 $3,361,000 3,387
   ANCORA ADVISORS, LLC 209 - 2023-12-31 121,957 $2,978,000 5,659
   Visionary Wealth Advisors 122 - 2023-12-31 118,040 $2,883,000 242
   Gradient Capital Advisors LLC 29 - 2024-03-31 107,004 $2,722,000 12,054
   WealthSpring Partners LLC 11 - 2023-09-30 118,364 $2,666,000 162
   BURNS WEALTH MANAGEMENT, INC. 172 - 2023-12-31 108,767 $2,656,000 72,369
   USAdvisors Wealth Management LLC 35 - 2024-03-31 102,980 $2,620,000 16,134
   NORTHWEST WEALTH MANAGEMENT LLC 33 - 2023-12-31 104,600 $2,554,000 848
   FINANCIAL NETWORK 868 - 2023-12-31 102,101 $2,493,000 15,741
   LifePro Asset Management 23 - 2024-03-31 94,496 $2,404,000 919
   MML INVESTORS SERVICES LLC 922 - 2023-12-31 95,413 $2,330,000 23,220
   MERRIMAN WEALTH MANAGEMENT, LLC 68 - 2023-12-31 94,483 $2,307,000 4,934
  100 Records found
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