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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Forza Wealth Management LLC 29 - 2024-03-31 42,950 $1,802,000 0
   Chico Wealth RIA 9 - 2024-03-31 31,222 $1,310,000 0
   DAVIDSON D A & CO 630 - 2023-12-31 29,727 $1,260,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 30 - 2024-03-31 28,000 $1,175,000 0
   PARKSIDE FINANCIAL BANK & TRUST 231 - 2024-03-31 9,022 $378,000 0
   Deschutes Portfolio Strategy LLC 153 - 2024-03-31 7,200 $302,000 0
   Washington Trust Advisors Inc. 189 - 2024-03-31 5,094 $214,000 0
   Kathleen S. Wright Associates Inc. 107 - 2024-03-31 4,800 $201,000 0
   COMERICA BANK 2493 - 2023-12-31 2,315 $98,000 0
   Lee Financial CORP 256 - 2023-12-31 886 $38,000 0
   Moisand Fitzgerald Tamayo LLC 216 - 2024-03-31 616 $26,000 0
   Orion Capital Management LLC 339 - 2024-03-31 374 $16,000 0
   Valued Wealth Advisors LLC 453 - 2024-03-31 27 $1,000 0
   FMR LLC 5350 - 2023-12-31 1 $0 0
   Baldrige Asset Management LLC 470 - 2023-03-31 0 $0 0
  15 Records found
  1    
  Page 1 of 1
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