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Get Institutions for : 
Dfa Dimensional Emerging Markets Value Etf (DFEV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 187    10
Total shares held : 
 26,168,216  
% of shares held : 
 29.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   57  
Amount of shares held : 
 6,018,657  
% of shares held change : 
   6.69%  
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 :
21
 848,778
 3.24%
 
Increased Positions :
92
 6,215,632
 23.75%
 
Unchanged Positions :
29
 353,621
 1.35%
 
Decreased Positions :
45
-705,434
-2.7%
 
Closed Positions :
11
-340,319
-1.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 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
   FMR LLC 1092 - 2025-03-31 3,739,292 $101,148,000 3,739,291
   Asset Dedication LLC 3 - 2025-03-31 2,525,043 $68,302,000 42,256
   Comprehensive Portfolio Management LLC 19 - 2025-03-31 1,008,414 $27,278,000 -9,270
   HIGHTOWER ADVISORS, LLC 477 - 2025-03-31 908,089 $24,564,000 -7,440
   RAYMOND JAMES FINANCIAL INC 1210 - 2025-03-31 834,175 $22,564,000 64,524
   True Wealth Design LLC 5 - 2025-03-31 806,016 $21,803,000 -1,496
   JANE STREET GROUP LLC 504 - 2025-03-31 673,257 $18,212,000 326,440
   MARQUETTE ASSET MANAGEMENT INC. 11 - 2025-03-31 642,896 $17,390,000 -241
   Sensible Money LLC 4 - 2025-03-31 636,963 $17,230,000 39,528
   CITADEL ADVISORS LLC 982 - 2025-03-31 586,220 $15,857,000 571,016
   Beacon Pointe Advisors LLC 128 - 2025-03-31 553,718 $14,978,000 -74,727
   BURNS WEALTH MANAGEMENT, INC. 62 - 2025-03-31 490,765 $13,275,000 48,964
   Strata Wealth Advisors LLC 6 - 2025-03-31 476,403 $12,887,000 439,512
   EAGLE WEALTH STRATEGIES LLC 4 *New 2025-03-31 471,548 $12,755,000 471,548
   JANNEY MONTGOMERY SCOTT LLC 461 - 2025-03-31 461,176 $12,475,000 -4,550
   Evanson Asset Management LLC 24 - 2025-03-31 458,246 $12,396,000 -8,753
   JONES FINANCIAL COMPANIES LLLP - 2025-03-31 455,373 $12,343,000 193,154
   EQIS CAPITAL MANAGEMENT, INC. 17 - 2025-03-31 427,358 $11,560,000 -2,041
   Root Financial Partners LLC 18 - 2025-03-31 380,846 $10,301,000 -33,209
   Index Fund Advisors Inc. 14 - 2025-03-31 333,225 $9,014,000 22,107
   Opes Wealth Management LLC 16 - 2025-03-31 330,681 $8,945,000 -6,984
   Graves-Light Private Wealth Management Inc. 26 - 2025-03-31 314,354 $8,503,000 14,246
   ALESCO ADVISORS LLC 35 - 2025-03-31 280,839 $7,597,000 22,766
   AE Wealth Management LLC 278 - 2025-03-31 267,368 $7,232,000 22,775
   Blume Capital Management Inc. 25 - 2025-03-31 257,048 $6,953,000 15,695
   Financial Architects LLC 10 - 2025-03-31 253,730 $6,863,000 5,685
   BB&T CORP 691 - 2025-03-31 253,131 $6,847,000 1,066
   von Borstel & Associates Inc. 11 - 2025-03-31 244,802 $6,621,000 56,846
   DiNuzzo Private Wealth Inc. 22 - 2025-03-31 219,339 $5,933,000 2,164
   Aveo Capital Partners LLC 31 - 2025-03-31 209,577 $5,738,000 -43,448
   Vestmark Advisory Solutions Inc. 193 - 2025-03-31 202,881 $5,488,000 18,827
   Betterment LLC 139 - 2025-03-31 200,687 $5,429,000 73,299
   WARREN AVERETT ASSET MANAGEMENT, LLC 282 - 2025-03-31 198,255 $5,363,000 -849
   Cordant Inc. 11 - 2025-03-31 181,552 $4,911,000 8,917
   PBMares Wealth Management LLC 23 - 2025-03-31 176,024 $4,761,000 4,851
   Sterling Financial Planning Inc. 17 - 2025-03-31 175,669 $4,752,000 21,030
   Tortoise Investment Management LLC 59 - 2025-03-31 161,936 $4,380,000 26,596
   Breakwater Capital Group 32 - 2025-03-31 156,489 $4,233,000 6,455
   Goss Wealth Management LLC 566 - 2025-03-31 151,343 $4,094,000 -13,296
   United Wealth Management LLC 14 - 2025-03-31 149,525 $4,045,000 25,330
   CI Private Wealth LLC 758 - 2025-03-31 139,923 $3,785,000 11,385
   ENVESTNET ASSET MANAGEMENT INC 2323 - 2025-03-31 131,370 $3,554,000 -20,373
   Mills Wealth Advisors LLC 15 - 2025-03-31 130,094 $3,519,000 14,828
   Timonier Family Office LTD. 18 - 2025-03-31 126,341 $3,418,000 20,535
   MARYLAND CAPITAL ADVISORS INC. 13 - 2025-03-31 122,260 $3,307,000 12,883
   Pathstone Holdings LLC 724 - 2025-03-31 121,594 $3,279,000 2,505
   SAVANT CAPITAL MANAGEMENT INC 401 - 2025-03-31 106,281 $2,875,000 -73,477
   Family Investment Center Inc. 26 - 2025-03-31 100,849 $2,728,000 -263,599
   INTEGRITY ALLIANCE LLC. 148 *New 2025-03-31 100,169 $2,710,000 100,169
   DRAVO BAY LLC 17 - 2025-03-31 98,017 $2,651,000 -4,820
   LAM GROUP INC. 22 - 2025-06-30 84,585 $2,537,000 500
   Resources Investment Advisors Inc. 344 - 2025-03-31 93,758 $2,536,000 3,528
   Verum Partners LLC 28 - 2025-03-31 91,216 $2,467,000 958
   VESTIA PERSONAL WEALTH ADVISORS 12 - 2025-03-31 89,587 $2,423,000 18,866
   Heritage Financial Services LLC 20 - 2025-03-31 87,476 $2,366,000 -39,852
   BKA Wealth Consulting Inc. 10 - 2025-03-31 86,365 $2,336,000 5,514
   EQ WEALTH ADVISORS LLC 16 - 2025-03-31 85,712 $2,319,000 29,898
   Astra Wealth Partners LLC 12 - 2025-03-31 82,722 $2,238,000 2,485
   Chicago Partners Investment Group LLC 218 - 2025-03-31 81,658 $2,236,000 -2,391
   Wealth Advisors Northwest LLC 14 - 2025-03-31 82,634 $2,235,000 2,557
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 45 - 2025-03-31 81,801 $2,213,000 5,025
   Blue Oak Capital LLC 23 - 2025-03-31 81,390 $2,202,000 3,680
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2206 *New 2025-03-31 78,124 $2,113,000 78,124
   Sequoia Financial Advisors LLC 420 - 2025-03-31 77,976 $2,109,000 -1,399
   Main Street Financial Solutions LLC 125 - 2025-03-31 77,269 $2,090,000 51,950
   HANSON MCCLAIN, INC. 391 - 2025-03-31 75,970 $2,032,000 -1,316
   Glass Jacobson Investment Advisors llc 44 - 2025-03-31 75,921 $1,990,000 0
   J P MORGAN CHASE & CO 3080 - 2025-03-31 70,713 $1,913,000 13,893
   White Wing Wealth Management 11 - 2025-03-31 74,075 $1,912,000 7,401
   Advisor Group Holdings Inc. 1713 - 2025-03-31 68,097 $1,843,000 35,429
   Golden Bell Financial Planning LLC 15 - 2025-03-31 66,829 $1,808,000 17,112
   McGrath & Associates Inc. 9 - 2025-03-31 64,495 $1,745,000 -861
   Steward Partners Investment Advisory LLC 697 - 2025-03-31 63,822 $1,726,000 -10,195
   Farther Finance Advisors LLC 343 - 2025-03-31 62,077 $1,688,000 15,082
   COMMONWEALTH EQUITY SERVICES LLC. 2018 - 2025-03-31 61,616 $1,667,000 12,645
   Applied Capital LLC 19 - 2025-03-31 61,367 $1,660,000 766
   Perigon Wealth Management LLC 346 - 2025-03-31 59,783 $1,617,000 45,190
   Abel Hall LLC 19 - 2025-03-31 58,854 $1,592,000 3,619
   SAX WEALTH ADVISORS LLC 109 - 2025-03-31 53,803 $1,455,000 9,208
   EnRich Financial Partners LLC 23 - 2025-03-31 53,318 $1,442,000 697
   Versant Capital Management Inc 58 - 2025-03-31 52,777 $1,428,000 22,943
   Spire Wealth Management 347 - 2025-03-31 47,873 $1,295,000 4,156
   BANK OF AMERICA CORP /DE/ 4060 - 2025-03-31 46,509 $1,258,000 -5,046
   MML INVESTORS SERVICES LLC 1431 *New 2025-03-31 46,400 $1,255,000 46,400
   EP WEALTH ADVISORS, INC. 455 - 2025-03-31 45,510 $1,231,000 -49,219
   Foundation Wealth Management LLCPA 39 - 2025-03-31 44,886 $1,214,000 -517
   BANK OF MONTREAL /CAN/ 1451 - 2025-03-31 44,787 $1,211,000 -84
   CARDIFF PARK ADVISORS LLC 89 - 2025-03-31 44,234 $1,197,000 143
   PINNEY & SCOFIELD INC. 20 - 2025-03-31 44,226 $1,196,000 3,391
   Vantage Point Financial LLC 39 - 2025-03-31 43,884 $1,187,000 8,196
   Porter White Investment Advisors Inc. 22 - 2025-03-31 39,832 $1,077,000 4,800
   Deschutes Portfolio Strategy LLC 58 - 2025-03-31 39,760 $1,076,000 0
   Clark Asset Management LLC 45 *New 2025-03-31 38,558 $1,043,000 38,558
   Kestra Advisory Services LLC 1364 - 2025-03-31 38,184 $1,033,000 -803
   MONOGRAPH WEALTH ADVISORS LLC 52 - 2025-03-31 34,685 $938,000 0
   Schubert & Co 19 - 2025-03-31 34,297 $928,000 5,982
   Efficient Frontier Advisors LLC 11 - 2025-03-31 32,975 $892,000 870
   Forum Financial Management LP 230 - 2025-03-31 32,208 $871,000 -100
   GIBSON CAPITAL MANAGEMENT, LTD. 24 - 2025-03-31 31,982 $865,000 0
   Oceanside Advisors LLC 23 - 2025-03-31 30,956 $837,000 -1,462
  100 Records found
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