Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Dfa Dimensional Emerging Markets Core Equity 2 Etf (DFEM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Forum Financial Management LP 5 - 2024-03-31 15,822,576 $403,317,000 262,044
   CI Private Wealth LLC 104 - 2024-03-31 5,063,757 $129,075,000 407,518
   TRUEPOINT, INC. 11 - 2024-03-31 4,077,766 $103,942,000 710,028
   Parcion Private Wealth LLC 2 - 2024-03-31 3,479,330 $88,688,000 125,014
   BUCKINGHAM ASSET MANAGEMENT, LLC 20 - 2024-03-31 3,176,612 $80,972,000 1,307,344
   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
   BKD WEALTH ADVISORS LLC 19 - 2024-03-31 1,851,072 $47,184,000 64,179
   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 - 2024-03-31 1,278,606 $32,592,000 46,261
   Buckingham Strategic Partners 17 - 2023-12-31 1,225,700 $30,593,000 490,969
   JMG FINANCIAL GROUP, LTD. 16 - 2024-03-31 1,180,238 $30,084,000 175,909
   AWM CAPITAL LLC 7 - 2024-03-31 1,128,892 $28,775,000 20,746
   Oakwell Private Wealth Management LLC 3 - 2024-03-31 1,093,489 $27,873,000 145,975
   EnRich Financial Partners LLC 3 - 2024-03-31 1,065,586 $27,162,000 82,386
   LPL FINANCIAL CORP 845 - 2024-03-31 984,133 $25,086,000 55,976
   Sequoia Financial Advisors LLC 76 - 2024-03-31 966,614 $24,639,000 73,881
   Relaxing Retirement Coach 4 - 2023-06-30 1,022,219 $24,584,000 70,073
   Apella Capital LLC 21 - 2024-03-31 919,369 $23,913,000 114,347
   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
   DiNuzzo Private Wealth Inc. 13 - 2024-03-31 752,218 $19,174,000 8,001
   Seaside Wealth Management Inc. 4 - 2024-03-31 752,081 $19,171,000 22,185
   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
   Integris Wealth Management LLC 6 - 2024-03-31 637,056 $16,239,000 51,548
   Wealthstream Advisors Inc. 5 - 2024-03-31 633,347 $16,144,000 187
   BRIGHTON JONES LLC 31 - 2024-03-31 609,979 $15,548,000 10,280
   Betterment LLC 68 - 2024-03-31 603,988 $15,396,000 433,591
   Rather & Kittrell Inc. 8 - 2024-03-31 601,394 $15,330,000 70,538
   Syverson Strege & Co 4 - 2024-03-31 567,863 $14,475,000 20,927
   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
   SRS Capital Advisors Inc. 24 - 2023-12-31 539,725 $13,472,000 15,111
   Leading Edge Financial Planning LLC 7 - 2024-03-31 526,857 $13,430,000 105,111
   COMMONWEALTH EQUITY SERVICES LLC. 660 - 2024-03-31 522,992 $13,331,000 24,576
   Resources Investment Advisors Inc. 105 - 2024-03-31 508,636 $12,965,000 33,592
   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
   Ballentine Capital Advisors Inc 6 - 2024-03-31 484,325 $12,389,000 16,937
   Willow Creek Wealth Management Inc. 18 - 2023-12-31 489,164 $12,210,000 159,551
   CAPSTONE CAPITAL WEALTH ADVISORS 3 - 2024-03-31 474,642 $12,099,000 27,086
   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
   BCR Wealth Strategies LLC 5 - 2024-03-31 420,299 $10,714,000 12,039
   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
   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
   Flagstone Financial Management 10 - 2024-03-31 396,250 $10,100,000 86,473
   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
   Heritage Investment Group Inc. 12 - 2024-03-31 376,011 $9,585,000 46,590
   JANE STREET GROUP LLC 975 - 2023-12-31 370,407 $9,245,000 370,407
   Equita Financial Network Inc. 5 - 2024-03-31 354,694 $9,041,000 200,379
   RS CRUM INC. 11 - 2023-12-31 359,465 $8,972,000 52,467
   Watchman Group Inc. 6 - 2024-03-31 351,726 $8,965,000 20,409
   Private Wealth Management Group LLC 10 - 2024-03-31 351,224 $8,953,000 52,324
   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
   Vannoy Advisory Group Inc. 4 - 2024-03-31 318,507 $8,119,000 6,997
   Hassell Wealth Management LLC 6 - 2024-03-31 312,688 $7,911,000 8,792
   Blume Capital Management Inc. 23 - 2024-03-31 299,122 $7,625,000 2,150
   KEB ASSET MANAGEMENT LLC 10 - 2024-03-31 294,890 $7,517,000 20,243
   Physician Wealth Solutions Inc. 5 - 2024-03-31 291,517 $7,431,000 65,612
   Greenspring Advisors LLC 6 - 2024-03-31 284,338 $7,248,000 73,156
   Financial Symmetry Inc 4 - 2024-03-31 265,486 $6,767,000 13,481
   PEAPACK GLADSTONE FINANCIAL CORP 186 - 2024-03-31 259,081 $6,604,000 43,336
   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
   HTG Investment Advisors Inc. 9 - 2024-03-31 256,620 $6,541,000 24,470
   TRIAD FINANCIAL ADVISORS INC. 12 - 2023-09-30 274,503 $6,399,000 133,605
   Straight Path Wealth Management 6 - 2024-03-31 247,378 $6,306,000 23,266
   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
   DELAP WEALTH ADVISORY LLC 11 - 2023-12-31 233,788 $5,835,000 196,808
   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
   CLIENT 1ST ADVISORY GROUP LLC 10 - 2024-03-31 207,527 $5,290,000 24,096
   QUARRY HILL ADVISORS LLC 6 - 2024-03-31 202,483 $5,161,000 14,965
   Ruedi Wealth Management Inc. 12 - 2024-03-31 199,232 $5,078,000 18,702
   Discipline Wealth Solutions LLC 7 - 2024-03-31 194,462 $4,974,000 22,100
   FAMILY WEALTH PARTNERS LLC 13 - 2024-03-31 194,273 $4,952,000 77,903
   VeraBank N.A. 16 - 2024-03-31 184,993 $4,715,000 14,706
   True Wealth Design LLC 14 - 2023-12-31 186,965 $4,667,000 562
   Gradient Capital Advisors LLC 17 - 2024-03-31 179,592 $4,578,000 8,932
   GRAND WEALTH MANAGEMENT LLC 11 - 2024-03-31 164,827 $4,201,000 2,539
   ENZI WEALTH 13 - 2024-03-31 166,783 $4,196,000 5,013
   Lutz Financial Services LLC 46 - 2024-03-31 163,831 $4,176,000 26,673
   ROYAL BANK OF CANADA 2018 - 2023-12-31 167,166 $4,173,000 114,042
   North Ridge Wealth Advisors Inc. 11 - 2024-03-31 156,128 $3,980,000 11,027
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us