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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
   COMMONWEALTH EQUITY SERVICES LLC. 162 - 2024-03-31 1,759,373 $73,806,000 -39,110
   HANSON MCCLAIN, INC. 32 - 2024-03-31 1,286,722 $53,978,000 -10,757
   SAVANT CAPITAL MANAGEMENT INC 42 - 2024-03-31 991,640 $41,599,000 -89,473
   PATHSTONE FAMILY OFFICE, LLC 50 - 2023-09-30 1,318,428 $39,483,000 -146,384
   Sequoia Financial Advisors LLC 50 - 2024-03-31 881,494 $36,979,000 -340,868
   ENVESTNET ASSET MANAGEMENT INC 793 - 2023-12-31 767,337 $32,535,000 -59,807
   Integrated Wealth Concepts LLC 37 - 2023-12-31 636,890 $27,004,000 -9,411
   HUNTINGTON ASSET ADVISORS INC. 13 - 2024-03-31 624,190 $26,185,000 -284,579
   RCS Financial Planning LLC 1 - 2024-03-31 465,427 $19,525,000 -76,454
   CFS Investment Advisory Services LLC 4 - 2023-12-31 447,714 $18,983,000 -31,218
   Forum Financial Management LP 28 - 2024-03-31 374,969 $15,730,000 -43,636
   Ruedi Wealth Management Inc. 3 - 2024-03-31 364,965 $15,310,000 -46,615
   Financial Synergies Wealth Advisors Inc. 12 - 2024-03-31 315,591 $13,239,000 -798,186
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 264 - 2024-03-31 304,054 $12,755,000 -8,634
   Divergent Planning LLC 8 - 2024-03-31 233,488 $9,739,000 -78,722
   Vestmark Advisory Solutions Inc. 47 - 2023-12-31 202,658 $8,593,000 -996,379
   Austin Wealth Management LLC 13 - 2023-12-31 196,351 $8,207,000 -13,589
   WEALTHSOURCE PARTNERS LLC 38 - 2023-12-31 169,542 $7,189,000 -24,357
   FinDec Wealth Services Inc. 5 - 2023-12-31 163,850 $6,947,000 -466
   BUCKINGHAM ASSET MANAGEMENT, LLC 123 - 2024-03-31 165,251 $6,932,000 -80,955
   ANCORA ADVISORS, LLC 129 - 2023-12-31 160,210 $6,793,000 -4,630
   Goss Wealth Management LLC 332 - 2023-12-31 128,326 $5,388,000 -31,756
   Hill Investment Group Partners LLC 19 - 2023-12-31 114,780 $4,867,000 -12,937
   Annapolis Financial Services LLC 22 - 2024-03-31 107,253 $4,499,000 -40,400
   First Ascent Asset Management LLC 29 - 2023-12-31 103,566 $4,391,000 -726
   Private Advisor Group LLC 512 - 2024-03-31 100,597 $4,220,000 -12,472
   PARK AVENUE SECURITIES LLC 261 - 2024-03-31 80,732 $3,387,000 -283
   Quantum Financial Advisors LLC 34 - 2024-03-31 50,852 $2,133,000 -8,218
   Orion Portfolio Solutions LLC 652 - 2024-03-31 48,199 $2,022,000 -3,150
   FIRETHORN WEALTH PARTNERS LLC 20 - 2024-03-31 46,712 $1,960,000 -15,787
   ADVISOR PARTNERS II LLC 281 - 2023-09-30 47,519 $1,918,000 -87,643
   Samalin Investment Counsel LLC 22 - 2023-12-31 42,146 $1,787,000 -1,128
   Aveo Capital Partners LLC 102 - 2024-03-31 41,513 $1,718,000 -86,995
   BB&T CORP 1325 - 2023-12-31 39,957 $1,694,000 -127,758
   RFG Advisory Group LLC 272 - 2024-03-31 36,870 $1,547,000 -5,437
   B&D White Capital Company LLC 26 - 2024-03-31 36,777 $1,543,000 -1,116
   Copperleaf Capital LLC 21 - 2023-12-31 35,041 $1,486,000 -9,345
   MERCER GLOBAL ADVISORS INC /ADV 841 - 2023-12-31 33,540 $1,422,000 -19,903
   Smartleaf Asset Management LLC 84 - 2024-03-31 28,794 $1,224,000 -8,043
   WARREN AVERETT ASSET MANAGEMENT, LLC 200 - 2023-12-31 28,270 $1,199,000 -1,518
   Bridge Advisory LLC 46 - 2024-03-31 27,964 $1,173,000 -2,323
   B.O.S.S. Retirement Advisors LLC 97 - 2024-03-31 23,088 $979,000 -20,544
   Oceanside Advisors LLC 18 - 2024-03-31 22,685 $952,000 -1,091
   Strategic Investment Solutions Inc. /IL 52 - 2023-12-31 21,265 $902,000 -826,765
   Global Trust Asset Management LLC 66 - 2024-03-31 21,150 $887,000 -487
   Spire Wealth Management 399 - 2024-03-31 21,019 $882,000 -1,431
   ELEVATE WEALTH ADVISORY INC 31 - 2024-03-31 15,835 $664,000 -820
   TOWNSQUARE CAPITAL LLC 708 - 2023-12-31 14,967 $635,000 -9,406
   Beacon Financial Advisory LLC 102 - 2024-03-31 13,856 $581,000 -63
   RAYMOND JAMES TRUST CO 659 - 2024-03-31 13,643 $572,000 -117
   Five Oceans Advisors 56 - 2024-03-31 13,189 $553,000 -2,811
   DRIVE WEALTH MANAGEMENT LLC 134 - 2024-03-31 11,693 $491,000 -2,378
   Beta Wealth Group Inc. 64 - 2023-12-31 11,295 $479,000 -3,042
   Geometric Wealth Advisors 24 - 2024-03-31 10,893 $457,000 -638
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 23 - 2023-12-31 7,805 $331,000 -619
   Intercontinental Wealth Advisors LLC 251 - 2023-06-30 7,746 $323,000 -622
   Tortoise Investment Management LLC 196 - 2024-03-31 5,677 $238,000 -142
   Gemmer Asset Management LLC 130 - 2024-03-31 4,793 $201,000 -876
   SILVER OAK SECURITIES Inc 389 - 2024-03-31 4,225 $177,000 -3,163
   Emerald Investment Partners LLC 287 - 2024-03-31 3,708 $156,000 -12,722
   MORGAN STANLEY 5732 - 2023-12-31 2,445 $104,000 -537
   CWM LLC 2762 - 2024-03-31 581 $24,000 -705
   CREATIVE FINANCIAL DESIGNS INC /ADV 1261 - 2024-03-31 150 $6,000 -200
   PROEQUITIES INC. 4336 - 2024-03-31 0 $0 -2,587
   WELLS FARGO & CO/MN 6276 - 2024-03-31 1 $0 -536
  65 Records found
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