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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
   SageView Advisory Group LLC 611 *Closed 2023-12-31 0 $0 -8,960
   Coppell Advisory Solutions Corp. 268 *Closed 2023-03-31 0 $0 -7,403
   Stonebridge Capital Advisors LLC 323 *Closed 2023-12-31 0 $0 -1,240
   V Wealth ManagementLLC 186 *Closed 2023-09-30 0 $0 -9,442
   IHT Wealth Management LLC 1013 *Closed 2023-12-31 0 $0 -9,210
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1772 *Closed 2023-09-30 0 $0 -22,043
   Rockbridge Investment Management LCC 854 *Closed 2023-12-31 0 $0 -883
   MILESTONE GROUP INC *Closed 2024-03-31 0 $0 -1,535
   J.W. COLE ADVISORS INC. *Closed 2024-03-31 0 $0 -11,921
   McGlone Suttner Wealth Management Inc. 639 *Closed 2024-03-31 0 $0 -1,095
   3D/L Capital Management LLC 59 *Closed 2023-12-31 0 $0 -20,420
   Independent Wealth Network Inc. 123 *Closed 2024-03-31 0 $0 -23,001
   PARKSIDE FINANCIAL BANK & TRUST *Closed 2024-03-31 0 $0 -201
   Americana Partners LLC *Closed 2023-12-31 0 $0 -28,725
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 1180 *Closed 2023-12-31 0 $0 -10,672
   VERITABLE LP 775 *Closed 2023-09-30 0 $0 -26,640
   FLOW TRADERS U.S. LLC 1159 *Closed 2023-12-31 0 $0 -32,185
   Kovack Advisors Inc. 553 *Closed 2024-03-31 0 $0 -9,520
   US BANCORP 3967 *Closed 2023-12-31 0 $0 -9,324
   Mutual Advisors LLC *Closed 2024-03-31 0 $0 -39,834
   BANK OF MONTREAL /CAN/ 3659 *Closed 2023-12-31 0 $0 -996,476
   PFG Advisors 634 *Closed 2023-12-31 0 $0 -11,320
   Oakworth Capital Inc. 700 *Closed 2024-03-31 0 $0 -8,432
   CITADEL ADVISORS LLC 6464 *Closed 2023-12-31 0 $0 -279,149
   Ameritas Advisory Services LLC 858 *Closed 2023-12-31 0 $0 -86,491
   Root Financial Partners LLC 98 *Closed 2024-03-31 0 $0 -11,948
  26 Records found
  1    
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