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Get Institutions for : 
Dfa Dimensional Emerging Markets Core Equity 2 Etf (DFEM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 262    12
Total shares held : 
 93,012,694  
% of shares held : 
 89.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   142  
Amount of shares held : 
 17,533,121  
% of shares held change : 
   16.94%  
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 :
21
 2,150,640
 2.31%
 
Increased Positions :
163
 16,726,298
 17.98%
 
Unchanged Positions :
45
 5,517,482
 5.93%
 
Decreased Positions :
33
-550,706
-0.59%
 
Closed Positions :
9
-793,111
-0.85%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Forum Financial Management LP 5 - 2023-12-31 15,560,532 $388,391,000 2,016,884
   CI Private Wealth LLC 108 - 2023-12-31 4,656,239 $116,220,000 238,906
   HIGHTOWER ADVISORS, LLC 131 - 2023-12-31 4,006,912 $99,999,000 749,739
   Parcion Private Wealth LLC 2 - 2024-03-31 3,479,330 $88,688,000 125,014
   TRUEPOINT, INC. 12 - 2023-12-31 3,367,738 $84,059,000 367,189
   EVENSKY & KATZ INC 9 - 2024-03-31 2,125,518 $54,179,000 88,069
   Asset Dedication LLC 5 - 2024-03-31 2,046,510 $52,192,000 145,090
   Carlson Capital Management 7 - 2024-03-31 1,947,016 $49,629,000 -918,445
   BKD WEALTH ADVISORS LLC 19 - 2024-03-31 1,851,072 $47,184,000 64,179
   BUCKINGHAM ASSET MANAGEMENT, LLC 28 - 2023-12-31 1,869,268 $46,657,000 1,207,337
   Hill Investment Group Partners LLC 5 - 2023-12-31 1,531,853 $38,235,000 17,722
   Total Wealth Planning LLC 5 - 2024-03-31 1,333,939 $34,002,000 73,081
   Miramar Fiduciary Corp 2 *New 2023-12-31 1,232,345 $30,759,000 1,232,345
   Buckingham Strategic Partners 17 - 2023-12-31 1,225,700 $30,593,000 490,969
   AWM CAPITAL LLC 7 - 2024-03-31 1,128,892 $28,775,000 20,746
   Your Advocates Ltd. LLP 2 - 2023-12-31 1,131,542 $28,243,000 -81,955
   Oakwell Private Wealth Management LLC 3 - 2024-03-31 1,093,489 $27,873,000 145,975
   JMG FINANCIAL GROUP, LTD. 16 - 2023-12-31 1,004,329 $25,068,000 412,284
   Relaxing Retirement Coach 4 - 2023-06-30 1,022,219 $24,584,000 70,073
   EnRich Financial Partners LLC 3 - 2023-12-31 983,200 $24,541,000 0
   Apella Capital LLC 21 - 2024-03-31 919,369 $23,913,000 114,347
   LPL FINANCIAL CORP 814 - 2023-12-31 928,157 $23,167,000 104,096
   Sequoia Financial Advisors LLC - 2023-12-31 892,733 $22,283,000 139,554
   Bridgeworth LLC - 2023-12-31 859,867 $21,462,000 9,825
   GREAT OAK CAPITAL PARTNERS LLC 4 - 2024-03-31 825,423 $21,040,000 117,215
   Kooman & Associates 3 - 2023-12-31 795,742 $19,862,000 55,653
   SAVANT CAPITAL MANAGEMENT INC 68 - 2023-12-31 777,220 $19,399,000 -191,394
   MOSAIC FAMILY WEALTH PARTNERS LLC 8 - 2023-12-31 777,187 $19,399,000 -30,814
   Seaside Wealth Management Inc. 4 - 2024-03-31 752,081 $19,171,000 22,185
   DiNuzzo Private Wealth Inc. 14 - 2023-12-31 744,217 $18,576,000 0
   Rockwood Wealth Management LLC 10 - 2024-03-31 706,623 $18,012,000 214,083
   OLD MISSION CAPITAL LLC 31 - 2023-12-31 695,093 $17,350,000 680,118
   Stordahl Capital Management Inc. 8 - 2024-03-31 657,857 $16,769,000 32,192
   Wealthstream Advisors Inc. 4 - 2023-12-31 633,160 $15,804,000 10,919
   Rather & Kittrell Inc. 8 - 2024-03-31 601,394 $15,330,000 70,538
   BRIGHTON JONES LLC 28 - 2023-12-31 599,699 $14,968,000 154,904
   Integris Wealth Management LLC 7 - 2023-12-31 585,508 $14,614,000 61,696
   BANK OF MONTREAL /CAN/ 773 - 2023-12-31 575,501 $14,388,000 238,095
   BetterWealth LLC 7 - 2024-03-31 560,776 $14,294,000 11,715
   PHILLIPS FINANCIAL MANAGEMENT LLC 28 - 2024-03-31 555,267 $14,154,000 98,352
   MERCER GLOBAL ADVISORS INC /ADV 247 - 2023-12-31 552,293 $13,785,000 404,909
   Syverson Strege & Co 4 - 2023-12-31 546,936 $13,652,000 37,595
   SRS Capital Advisors Inc. 24 - 2023-12-31 539,725 $13,472,000 15,111
   Pinnacle Financial Group LLC / IL 5 - 2023-12-31 505,907 $12,627,000 48,301
   Planning Center Inc. 10 - 2024-03-31 490,239 $12,496,000 33,756
   COMMONWEALTH EQUITY SERVICES LLC. 635 - 2023-12-31 498,416 $12,440,000 3,135
   Austin Wealth Management LLC 7 - 2023-12-31 493,002 $12,300,000 -42,981
   Willow Creek Wealth Management Inc. 18 - 2023-12-31 489,164 $12,210,000 159,551
   MONOGRAPH WEALTH ADVISORS LLC 8 - 2023-12-31 488,089 $12,183,000 -2,906
   CAPSTONE CAPITAL WEALTH ADVISORS 3 - 2024-03-31 474,642 $12,099,000 27,086
   BFSG LLC 10 - 2024-03-31 471,784 $12,026,000 -6,412
   Resources Investment Advisors Inc. 106 - 2023-12-31 475,044 $11,857,000 447,672
   Ballentine Capital Advisors Inc 6 - 2023-12-31 467,388 $11,301,000 0
   Jentner Corp 7 - 2023-12-31 451,774 $11,276,000 351,922
   Schoolcraft Capital LLC 11 - 2024-03-31 428,294 $10,917,000 44,260
   AdvisorNet Financial Inc 17 - 2024-03-31 417,170 $10,634,000 114,907
   Steward Financial Group LLC 7 - 2023-09-30 456,086 $10,631,000 27,458
   Leading Edge Financial Planning LLC 7 - 2023-12-31 421,746 $10,527,000 287,932
   BCR Wealth Strategies LLC - 2023-12-31 408,260 $10,190,000 61,914
   Fundamentun LLC 31 *New 2024-03-31 399,305 $10,178,000 399,305
   Advisory Services & Investments LLC 7 - 2024-03-31 399,058 $10,172,000 19,598
   Goss Wealth Management LLC 203 - 2023-12-31 423,444 $10,167,000 239,971
   MARINER WEALTH ADVISORS, LLC 474 - 2023-12-31 398,725 $9,952,000 29,120
   Evanson Asset Management LLC 27 - 2024-03-31 384,858 $9,810,000 22,494
   SAGEWORTH TRUST CO 18 - 2024-03-31 382,869 $9,759,000 39,052
   Peirce Capital Management LLC 7 - 2024-03-31 380,628 $9,702,000 66,044
   JGP Wealth Management LLC 29 - 2024-03-31 367,322 $9,363,000 -318
   JANE STREET GROUP LLC 975 - 2023-12-31 370,407 $9,245,000 370,407
   Eaton-Cambridge Inc. 5 - 2023-12-31 362,942 $9,059,000 0
   RS CRUM INC. 11 - 2023-12-31 359,465 $8,972,000 52,467
   Cravens & Co Advisors LLC 3 - 2024-03-31 337,007 $8,590,000 3,872
   ENVESTNET ASSET MANAGEMENT INC 1539 - 2023-12-31 342,874 $8,558,000 43,023
   FLOW TRADERS U.S. LLC 50 - 2023-12-31 336,953 $8,410,000 211,322
   Watchman Group Inc. 6 - 2023-12-31 331,317 $8,270,000 515
   Heritage Investment Group Inc. 12 - 2023-12-31 329,421 $8,222,000 62,000
   Vannoy Advisory Group Inc. 4 - 2023-12-31 311,510 $7,775,000 0
   Flagstone Financial Management - 2023-12-31 309,777 $7,732,000 26,711
   KEB ASSET MANAGEMENT LLC 10 - 2024-03-31 294,890 $7,517,000 20,243
   Private Wealth Management Group LLC 11 - 2023-12-31 298,900 $7,461,000 0
   Physician Wealth Solutions Inc. 5 - 2024-03-31 291,517 $7,431,000 65,612
   Blume Capital Management Inc. 17 - 2023-12-31 296,972 $7,412,000 6,025
   Hassell Wealth Management LLC 6 - 2023-12-31 303,896 $7,342,000 7,817
   Greenspring Advisors LLC 6 - 2024-03-31 284,338 $7,248,000 73,156
   Emprise Bank 5 - 2024-03-31 262,432 $6,689,000 0
   CARDIFF PARK ADVISORS LLC 25 - 2023-12-31 263,186 $6,569,000 4,687
   Vestmark Advisory Solutions Inc. 66 - 2023-12-31 263,185 $6,569,000 52,589
   TRIAD FINANCIAL ADVISORS INC. 12 - 2023-09-30 274,503 $6,399,000 133,605
   ARK & TLK INVESTMENTS LLC - 2023-12-31 252,144 $6,294,000 0
   Financial Symmetry Inc 4 - 2023-12-31 252,005 $6,290,000 0
   Henrickson Nauta Wealth Advisors Inc. 11 - 2024-03-31 239,298 $6,148,000 33,872
   BANK OF AMERICA CORP /DE/ 2749 - 2023-12-31 244,974 $6,115,000 92,352
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 660 - 2024-03-31 231,511 $5,901,000 32,988
   LIBERTY WEALTH MANAGEMENT LLC 23 - 2023-12-31 236,192 $5,900,000 -1,042
   DELAP WEALTH ADVISORY LLC 11 - 2023-12-31 233,788 $5,835,000 196,808
   HTG Investment Advisors Inc. 9 - 2023-12-31 232,150 $5,794,000 11,404
   Krilogy Financial LLC 47 - 2024-03-31 225,861 $5,757,000 13,649
   Tillman Hartley LLC 15 - 2023-12-31 227,574 $5,680,000 17,321
   Straight Path Wealth Management - 2023-12-31 224,112 $5,594,000 33,279
   MML INVESTORS SERVICES LLC 555 *New 2023-12-31 222,520 $5,554,000 222,520
   JNBA FINANCIAL ADVISORS 37 - 2024-03-31 213,063 $5,431,000 -21,725
  100 Records found
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