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Get Institutions for : 
Dfa Dimensional Core Fixed Income Etf (DFCF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 244    27
Total shares held : 
 64,311,913  
% of shares held : 
 71.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   102  
Amount of shares held : 
 9,625,046  
% of shares held change : 
   10.69%  
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 :
43
 4,924,699
 7.66%
 
Increased Positions :
123
 8,726,389
 13.57%
 
Unchanged Positions :
30
 4,657,755
 7.24%
 
Decreased Positions :
48
-3,487,899
-5.42%
 
Closed Positions :
16
-538,143
-0.84%
 
Guru Positions :
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
   TRUEPOINT, INC. 2 - 2023-12-31 9,332,544 $395,700,000 -583,413
   HBK SORCE ADVISORY LLC - 2023-12-31 6,649,656 $281,945,000 229,639
   Beaird Harris Wealth Management LLC 1 - 2023-12-31 2,502,554 $106,108,000 211,655
   WPWealth LLP 1 - 2023-12-31 2,061,180 $87,394,000 253,055
   COMMONWEALTH EQUITY SERVICES LLC. 145 - 2023-12-31 1,798,483 $76,256,000 232,300
   BAKER AVENUE ASSET MANAGEMENT, LP 7 *New 2023-12-31 1,663,195 $70,519,000 1,663,195
   DiNuzzo Private Wealth Inc. 2 - 2023-12-31 1,655,218 $70,181,000 0
   Pathstone Holdings LLC 44 - 2023-12-31 1,630,542 $69,135,000 0
   Great Waters Wealth Management 3 - 2024-03-31 1,508,421 $63,278,000 249,298
   Resources Investment Advisors Inc. 19 - 2023-12-31 1,375,309 $58,313,000 1,284,475
   JANE STREET GROUP LLC 217 - 2023-12-31 1,363,482 $57,812,000 913,098
   HANSON MCCLAIN, INC. 32 - 2024-03-31 1,286,722 $53,978,000 -10,757
   Sequoia Financial Advisors LLC - 2023-12-31 1,222,362 $51,828,000 108,773
   Core Wealth Management Inc. 3 - 2024-03-31 1,226,303 $51,443,000 287,440
   Apella Capital LLC 9 - 2024-03-31 1,184,046 $49,375,000 34,200
   SAVANT CAPITAL MANAGEMENT INC 33 - 2023-12-31 1,081,113 $45,839,000 312,671
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3 - 2024-03-31 1,017,586 $42,688,000 66,679
   PATHSTONE FAMILY OFFICE, LLC 50 - 2023-09-30 1,318,428 $39,483,000 -146,384
   PURE FINANCIAL ADVISORS, INC. 20 - 2024-03-31 807,279 $33,865,000 28,564
   ENVESTNET ASSET MANAGEMENT INC 793 - 2023-12-31 767,337 $32,535,000 -59,807
   Annandale Capital LLC 2 *New 2023-12-31 741,457 $31,438,000 741,457
   Ullmann Financial Group Inc. 5 - 2023-12-31 732,041 $31,039,000 1,518
   Creative Capital Management Investments LLC 3 - 2024-03-31 702,028 $29,450,000 68,533
   Grunden Financial Advisory Inc. 2 - 2023-12-31 674,882 $28,615,000 0
   Rather & Kittrell Inc. 3 - 2024-03-31 650,640 $27,294,000 122,173
   PHILLIPS FINANCIAL MANAGEMENT LLC 14 - 2024-03-31 646,207 $27,108,000 108,643
   Integrated Wealth Concepts LLC 37 - 2023-12-31 636,890 $27,004,000 -9,411
   Mattern Wealth Management LLC 1 - 2023-12-31 625,168 $26,507,000 289,375
   HUNTINGTON ASSET ADVISORS INC. 13 - 2024-03-31 624,190 $26,185,000 -284,579
   SRS Capital Advisors Inc. 7 - 2023-12-31 604,435 $25,628,000 19,323
   AE Wealth Management LLC 189 - 2023-12-31 568,330 $23,893,000 195,324
   Root Financial Partners LLC 4 - 2024-03-31 566,125 $23,749,000 33,563
   Dynamic Advisors Solutions LLC 18 - 2024-03-31 551,660 $23,142,000 75,797
   Relaxing Retirement Coach 5 - 2023-06-30 549,901 $22,947,000 82,857
   SAX WEALTH ADVISORS LLC 7 - 2023-12-31 518,912 $22,002,000 128,227
   HIGHTOWER ADVISORS, LLC 448 *New 2023-12-31 506,059 $21,452,000 506,059
   TRIAD FINANCIAL ADVISORS INC. 4 - 2023-09-30 529,012 $21,356,000 230,200
   GREAT OAK CAPITAL PARTNERS LLC 2 - 2024-03-31 505,052 $21,187,000 46,299
   BCR Wealth Strategies LLC - 2023-12-31 487,822 $20,683,000 10,658
   RCS Financial Planning LLC 1 - 2024-03-31 465,427 $19,525,000 -76,454
   Spinnaker Investment Group LLC 6 - 2024-03-31 454,688 $19,074,000 42,361
   CFS Investment Advisory Services LLC 4 - 2023-12-31 447,714 $18,983,000 -31,218
   DecisionPoint Financial LLC 5 - 2023-12-31 431,793 $18,308,000 36,885
   Rise Advisors LLC 3 - 2024-03-31 429,904 $18,034,000 14,025
   Forum Financial Management LP 21 - 2023-12-31 418,605 $17,749,000 -65,335
   Fundamentun LLC 13 *New 2024-03-31 416,772 $17,484,000 416,772
   Ruedi Wealth Management Inc. - 2023-12-31 411,580 $17,451,000 45,668
   Beacon Pointe Advisors LLC 118 - 2023-12-31 404,317 $17,143,000 46,351
   LPL FINANCIAL CORP 957 - 2023-12-31 397,349 $16,848,000 56,841
   BANK OF AMERICA CORP /DE/ 1939 - 2023-12-31 395,825 $16,783,000 157,598
   Hemington Wealth Management *New 2023-12-31 394,203 $16,714,000 394,203
   CI Private Wealth LLC 426 - 2023-12-31 378,413 $16,045,000 49,612
   BetterWealth LLC 6 - 2024-03-31 367,135 $15,401,000 14,987
   J P MORGAN CHASE & CO 1746 - 2023-12-31 357,759 $15,169,000 165,027
   Tillman Hartley LLC 5 - 2023-12-31 322,540 $13,676,000 19,093
   MOLLER FINANCIAL SERVICES 11 *New 2024-03-31 317,677 $13,327,000 317,677
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 238 - 2023-12-31 312,688 $13,258,000 -3,938
   Financial Synergies Wealth Advisors Inc. 12 - 2024-03-31 315,591 $13,239,000 -798,186
   Graves-Light Private Wealth Management Inc. 18 - 2023-12-31 311,238 $13,196,000 201,402
   Krilogy Financial LLC 21 - 2024-03-31 310,716 $13,035,000 20,614
   LIBERTY WEALTH MANAGEMENT LLC 9 *New 2023-12-31 292,006 $12,383,000 292,006
   CLIENT 1ST ADVISORY GROUP LLC 5 - 2023-12-31 283,062 $12,002,000 97,905
   TORONTO DOMINION BANK 431 - 2023-12-31 281,000 $11,914,000 105,000
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 434 - 2024-03-31 272,792 $11,444,000 61,944
   Betterment LLC 66 - 2023-12-31 263,981 $11,193,000 49,730
   FirstPurpose Wealth LLC 4 - 2024-03-31 263,609 $10,874,000 26,446
   BUCKINGHAM ASSET MANAGEMENT, LLC 97 - 2023-12-31 246,206 $10,439,000 109,610
   New Capital Management LP 8 - 2024-03-31 245,723 $10,308,000 14,151
   Divergent Planning LLC 8 - 2024-03-31 233,488 $9,739,000 -78,722
   WMS PARTNERS, LLC 24 *New 2023-12-31 228,229 $9,677,000 228,229
   Pioneer Wealth Management Group 7 - 2024-03-31 215,981 $9,060,000 215,981
   Vestmark Advisory Solutions Inc. 47 - 2023-12-31 202,658 $8,593,000 -996,379
   Heritage Wealth Management Inc./Texas 6 - 2024-03-31 198,359 $8,321,000 14,171
   Austin Wealth Management LLC 13 - 2023-12-31 196,351 $8,207,000 -13,589
   Sowell Financial Services LLC - 2023-12-31 188,865 $8,008,000 12,903
   ASSET PLANNING CORPORATION 8 - 2023-12-31 187,566 $7,953,000 35,045
   SUTTON PLACE INVESTORS LLC 3 - 2024-03-31 186,925 $7,842,000 116,260
   Essential Planning LLC. 5 - 2023-12-31 182,058 $7,699,000 35,057
   Chicago Partners Investment Group LLC 73 - 2024-03-31 184,203 $7,558,000 14,918
   SJS Investment Consulting Inc. 9 - 2024-03-31 179,573 $7,533,000 12,117
   Meredith Wealth Planning 9 - 2024-03-31 175,272 $7,353,000 24,277
   PBMares Wealth Management LLC - 2023-12-31 171,487 $7,271,000 42,799
   WEALTHSOURCE PARTNERS LLC 38 - 2023-12-31 169,542 $7,189,000 -24,357
   Concord Wealth Partners 20 - 2023-12-31 165,108 $7,001,000 165,107
   FinDec Wealth Services Inc. 5 - 2023-12-31 163,850 $6,947,000 -466
   COLLECTIVE FAMILY OFFICE LLC 13 - 2024-03-31 163,671 $6,866,000 36,420
   ANCORA ADVISORS, LLC 129 - 2023-12-31 160,210 $6,793,000 -4,630
   LEGACY FINANCIAL GROUP INC. 12 - 2023-12-31 153,475 $6,507,000 6,106
   Hutchens & Kramer Investment Management Group LLC - 2023-12-31 136,132 $5,772,000 -10,720
   Physician Wealth Solutions Inc. 9 - 2024-03-31 137,216 $5,756,000 47,741
   Aveo Capital Partners LLC 45 - 2023-12-31 128,508 $5,449,000 -4,534
   Goss Wealth Management LLC 332 - 2023-12-31 128,326 $5,388,000 -31,756
   Garrett Investment Advisors LLC 34 - 2024-03-31 127,440 $5,346,000 3,572
   Blume Capital Management Inc. 30 - 2023-12-31 124,180 $5,265,000 39,150
   STIFEL FINANCIAL CORP 1081 - 2023-12-31 122,400 $5,190,000 4,400
   Acorn Wealth Advisors LLC 5 - 2024-03-31 123,254 $5,171,000 35,268
   WEALTHSPAN PARTNERS LLC 5 - 2023-12-31 116,614 $4,944,000 7,863
   Hill Investment Group Partners LLC 19 - 2023-12-31 114,780 $4,867,000 -12,937
   Private Advisor Group LLC 444 - 2023-12-31 113,069 $4,794,000 45,988
   BCU Wealth Advisors LLC 5 - 2023-12-31 106,665 $4,523,000 0
  100 Records found
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