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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
   ENVESTNET ASSET MANAGEMENT INC 180 - 2023-12-31 10,667,769 $260,507,000 -300,822
   COMERICA BANK 32 - 2023-12-31 4,499,060 $109,867,000 -155,531
   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
   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
   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
   JACKSON THORNTON ASSET MANAGEMENT LLC 5 - 2023-12-31 1,750,941 $42,758,000 -136,975
   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
   Altiora Financial Group LLC 2 - 2024-03-31 1,327,409 $33,769,000 -12,580
   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
   Meridian Wealth Partners LLC 6 - 2023-12-31 1,058,564 $25,850,000 -20,111
   HIGHTOWER ADVISORS, LLC 408 - 2023-12-31 1,045,457 $25,530,000 -53,977
   Apella Capital LLC 23 - 2024-03-31 883,427 $22,660,000 -33,900
   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
   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
   Chicago Partners Investment Group LLC 27 - 2024-03-31 675,465 $16,893,000 -18,453
   Prosperity Planning Inc. 3 - 2024-03-31 630,565 $16,042,000 -5,617
   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
   GRAND WEALTH MANAGEMENT LLC 3 - 2023-12-31 588,781 $14,378,000 -1,309
   Grunden Financial Advisory Inc. 6 - 2024-03-31 548,690 $13,959,000 -10,307
   CLARIS ADVISORS LLC / MO / 4 - 2024-03-31 524,487 $13,343,000 -270
   MODERA WEALTH MANAGEMENT, LLC 87 - 2023-12-31 537,560 $13,127,000 -4,562,700
   Lauterbach Financial Advisors LLC 3 - 2023-12-31 483,987 $11,819,000 -2,249
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 469 - 2024-03-31 394,719 $10,042,000 -10,733
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 4 - 2023-12-31 375,845 $9,178,000 -14,885
   EP WEALTH ADVISORS, INC. 110 - 2023-12-31 375,060 $9,159,000 -9,951
   Hemington Wealth Management 7 - 2024-03-31 350,880 $8,927,000 -7,943
   TRUEPOINT, INC. 29 - 2023-12-31 354,739 $8,663,000 -13,839
   Moisand Fitzgerald Tamayo LLC 17 - 2024-03-31 328,175 $8,349,000 -1,713
   MARINER WEALTH ADVISORS, LLC 534 - 2023-12-31 330,452 $8,070,000 -11,464
   BB&T CORP 708 - 2023-12-31 307,568 $7,511,000 -2,056
   Warwick Investment Management Inc. 12 - 2023-12-31 306,215 $7,478,000 -3,339
   CAPTRUST FINANCIAL ADVISORS 436 - 2023-12-31 303,538 $7,412,000 -4,720
   Eldridge Investment Advisors Inc. 15 - 2023-12-31 301,899 $7,372,000 -774
   Strategic Investment Solutions Inc. /IL 12 - 2023-12-31 288,837 $7,053,000 -6,207,460
   Henrickson Nauta Wealth Advisors Inc. 10 - 2024-03-31 272,593 $6,899,000 -3,803
   PHILLIPS FINANCIAL MANAGEMENT LLC 42 - 2024-03-31 265,183 $6,746,000 -31,670
   Hassell Wealth Management LLC 7 - 2024-03-31 268,208 $6,708,000 -909
   MATHER GROUP, INC. 79 - 2024-03-31 267,001 $6,520,000 -90,507
   BAYSHORE ASSET MANAGEMENT LLC 5 - 2023-12-31 260,158 $6,353,000 -4,013
   Peirce Capital Management LLC 12 - 2024-03-31 240,273 $6,113,000 -4,456
   DELAP WEALTH ADVISORY LLC 10 - 2023-12-31 242,498 $5,922,000 -98
   DiNuzzo Private Wealth Inc. 22 - 2024-03-31 219,931 $5,595,000 -862
   AWM CAPITAL LLC 23 - 2024-03-31 203,434 $5,175,000 -2,339
   WALDEN WEALTH PARTNERS LLC 10 - 2024-03-31 202,465 $5,132,000 -2,385
   Betterment LLC 96 - 2023-12-31 209,733 $5,122,000 -16,314
   Bridgeworth LLC - 2023-12-31 200,954 $4,907,000 -2,998
   DOPKINS WEALTH MANAGEMENT LLC - 2023-12-31 194,200 $4,742,000 -37,212
   Investment Advisory Group LLC 14 - 2024-03-31 181,870 $4,627,000 -8,058
   RAM Investment Partners LLC 12 - 2024-03-31 175,598 $4,467,000 -6,414
   ML & R WEALTH MANAGEMENT LLC 11 - 2023-12-31 175,199 $4,278,000 -1,472
   Cetera Investment Advisers 495 - 2023-12-31 174,213 $4,254,000 -3,844
   RS CRUM INC. 14 - 2023-12-31 172,116 $4,203,000 -25,789
   AE Wealth Management LLC 657 - 2023-12-31 169,429 $4,070,000 -7,739
   Tillman Hartley LLC 17 - 2023-12-31 162,953 $3,979,000 -157
   Evernest Financial Advisors LLC 15 - 2024-03-31 156,722 $3,857,000 -14,140
   Atria Wealth Solutions Inc. 383 - 2023-12-31 153,742 $3,754,000 -99
   Summit Wealth Group LLC 10 - 2024-03-31 146,171 $3,719,000 -607
   Harbor Group Inc. 21 - 2024-03-31 117,856 $2,998,000 -4,064
   Versant Capital Management Inc 23 - 2024-03-31 117,309 $2,984,000 -2,086
   KEB ASSET MANAGEMENT LLC 15 - 2024-03-31 114,126 $2,903,000 -1,772
   MORGAN STANLEY 4181 - 2023-12-31 117,887 $2,879,000 -5,155
   KRAFT ASSET MANAGEMENT LLC 10 - 2023-12-31 114,306 $2,791,000 -1,169
   Rockwood Wealth Management LLC 19 - 2024-03-31 108,918 $2,771,000 -720
   STIFEL FINANCIAL CORP 1451 - 2023-12-31 112,936 $2,758,000 -177,235
   FIRETHORN WEALTH PARTNERS LLC 12 - 2024-03-31 108,335 $2,756,000 -41,541
   Rehmann Capital Advisory Group 92 - 2024-03-31 105,511 $2,684,000 -2,368
   Wealth Architects LLC 42 - 2023-12-31 108,099 $2,640,000 -217
   Western Wealth Management LLC 104 - 2024-03-31 101,491 $2,582,000 -1,778
   Cherry Tree Wealth Management LLC 41 - 2024-03-31 94,803 $2,412,000 -557
   McCarthy Asset Management Inc. 13 - 2023-12-31 95,364 $2,329,000 -45,344
   UMA Financial Services Inc. 38 - 2024-03-31 88,996 $2,187,000 -21
   WPWealth LLP 17 - 2023-12-31 84,758 $2,070,000 -11,557
   Alpha Financial Advisors LLC 14 - 2024-03-31 74,903 $1,906,000 -1,229
   CVA Family Office LLC 52 - 2024-03-31 70,967 $1,805,000 -376
   Cresset Asset Management LLC 623 - 2023-12-31 73,851 $1,803,000 -9,602
   Applied Capital LLC 16 - 2024-03-31 70,038 $1,782,000 -875
   MORRIS FINANCIAL CONCEPTS INC. 20 - 2024-03-31 68,390 $1,740,000 -77
   Waypoint Wealth Partners Inc. 20 - 2024-03-31 67,899 $1,727,000 -2,611
   LAM GROUP INC. 23 - 2024-03-31 67,253 $1,711,000 -5
   Schubert & Co 8 - 2023-12-31 60,850 $1,486,000 -291
   Orion Portfolio Solutions LLC 803 - 2023-12-31 56,072 $1,359,000 -8,476
   MULTIFINANCIAL SECURITIES CORP 649 - 2023-12-31 55,487 $1,355,000 -2,867
   Security Financial Services INC. 60 - 2024-03-31 49,838 $1,268,000 -990
   Zhang Financial LLC 123 - 2024-03-31 48,902 $1,244,000 -429
   ELEVATE WEALTH ADVISORY INC 25 - 2024-03-31 47,824 $1,217,000 -627
   RF&L WEALTH MANAGEMENT LLC 27 - 2024-03-31 43,503 $1,107,000 -978
   Leading Edge Financial Planning LLC 21 - 2024-03-31 43,492 $1,106,000 -82,811
  100 Records found
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