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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: 115    11
Total shares held : 
 14,645,954  
% of shares held : 
 16.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 1,735,533  
% of shares held change : 
   1.93%  
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 :
18
 1,168,190
 7.98%
 
Increased Positions :
53
 1,925,234
 13.15%
 
Unchanged Positions :
19
 780,884
 5.33%
 
Decreased Positions :
25
-595,777
-4.07%
 
Closed Positions :
7
-762,114
-5.2%
 
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
   Asset Dedication LLC 4 - 2024-03-31 2,162,013 $56,152,000 130,448
   Heritage Financial Services LLC 4 - 2023-12-31 1,692,615 $42,654,000 161,793
   Comprehensive Portfolio Management LLC 20 - 2024-03-31 924,188 $23,992,000 32,079
   True Wealth Design LLC 7 - 2023-12-31 740,323 $18,656,000 290,976
   MARQUETTE ASSET MANAGEMENT INC. 11 - 2023-12-31 615,522 $15,511,000 165,329
   Beacon Pointe Advisors LLC 135 - 2023-12-31 550,846 $13,881,000 10,220
   JANNEY MONTGOMERY SCOTT LLC 452 - 2023-12-31 464,379 $11,702,000 -1,942
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 747 - 2024-03-31 433,393 $11,251,000 34,085
   EQIS CAPITAL MANAGEMENT, INC. 21 *New 2023-12-31 432,221 $10,892,000 432,221
   Evanson Asset Management LLC 28 - 2024-03-31 377,586 $9,802,000 41,304
   Opes Wealth Management LLC 11 - 2023-12-31 331,273 $8,348,000 -2,070
   JANE STREET GROUP LLC 1165 - 2023-12-31 288,111 $7,260,000 180,253
   BURNS WEALTH MANAGEMENT, INC. 101 - 2023-12-31 284,041 $7,158,000 59,136
   AE Wealth Management LLC 503 - 2023-12-31 269,485 $6,627,000 28,805
   Aveo Capital Partners LLC 34 - 2023-12-31 260,604 $6,567,000 28,744
   Financial Architects LLC 10 - 2024-03-31 234,380 $6,085,000 32,210
   Graves-Light Private Wealth Management Inc. 36 - 2023-12-31 236,020 $5,948,000 19,436
   Blume Capital Management Inc. 29 - 2023-12-31 225,611 $5,685,000 45,713
   BANK OF MONTREAL /CAN/ 1023 - 2023-12-31 216,050 $5,451,000 159,801
   DiNuzzo Private Wealth Inc. 21 - 2023-12-31 210,454 $5,303,000 0
   Pathstone Holdings LLC 434 - 2023-12-31 198,984 $5,013,000 0
   Bridgeworth LLC - 2023-12-31 195,483 $4,926,000 3,519
   FISCHER INVESTMENT STRATEGIES LLC 13 *New 2023-12-31 148,259 $3,736,000 148,259
   SENTINEL TRUST CO LBA 29 - 2023-12-31 147,500 $3,717,000 -167,600
   Index Fund Advisors Inc. 18 - 2023-12-31 144,866 $3,651,000 43,371
   BB&T CORP 994 - 2023-12-31 138,209 $3,483,000 128,847
   ALESCO ADVISORS LLC 48 - 2023-12-31 137,854 $3,474,000 13,416
   PATHSTONE FAMILY OFFICE, LLC 345 - 2023-09-30 146,643 $3,471,000 -387,935
   SAVANT CAPITAL MANAGEMENT INC 215 - 2023-12-31 136,168 $3,431,000 8,113
   Breakwater Capital Group 30 - 2024-03-31 129,602 $3,364,000 -12,088
   Vestmark Advisory Solutions Inc. 140 - 2023-12-31 132,027 $3,327,000 27,302
   Relaxing Retirement Coach 17 - 2023-06-30 124,616 $3,037,000 2,909
   PBMares Wealth Management LLC - 2023-12-31 117,560 $2,963,000 42,632
   Cordant Inc. 13 - 2024-03-31 109,431 $2,841,000 27,051
   Retirement Solution Inc. 15 - 2023-12-31 104,242 $2,627,000 2,366
   Sterling Financial Planning Inc. 28 - 2023-12-31 102,227 $2,576,000 21,998
   Verum Partners LLC 28 - 2024-03-31 96,331 $2,501,000 3,218
   CI Private Wealth LLC 917 - 2023-12-31 95,707 $2,412,000 95,707
   MARYLAND CAPITAL ADVISORS INC. 17 - 2024-03-31 91,650 $2,379,000 3,555
   Goss Wealth Management LLC 612 - 2023-12-31 94,096 $2,271,000 59,763
   Root Financial Partners LLC 22 - 2024-03-31 86,304 $2,240,000 11,922
   LAM GROUP INC. 19 - 2024-03-31 74,600 $1,937,000 25
   Family Investment Center Inc. 24 - 2024-03-31 70,390 $1,827,000 55,453
   Sequoia Financial Advisors LLC - 2023-12-31 70,920 $1,787,000 16,578
   Chicago Partners Investment Group LLC 224 - 2024-03-31 64,768 $1,679,000 7,075
   Glass Jacobson Investment Advisors llc 53 - 2024-03-31 63,597 $1,651,000 6,732
   ENVESTNET ASSET MANAGEMENT INC 2618 - 2023-12-31 61,405 $1,547,000 -2,983
   BKA Wealth Consulting Inc. 11 - 2024-03-31 58,765 $1,526,000 2,683
   White Wing Wealth Management 15 *New 2024-03-31 58,232 $1,517,000 58,232
   Applied Capital LLC 19 - 2024-03-31 57,294 $1,487,000 -256
   Steward Partners Investment Advisory LLC 601 - 2023-12-31 57,716 $1,454,000 5,161
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 48 - 2023-12-31 55,312 $1,394,000 20,352
   EnRich Financial Partners LLC 22 - 2023-12-31 54,377 $1,370,000 0
   OLD MISSION CAPITAL LLC 355 - 2023-12-31 53,574 $1,350,000 -290,048
   Resources Investment Advisors Inc. 395 *New 2023-12-31 53,308 $1,343,000 53,308
   Betterment LLC 156 - 2023-12-31 51,211 $1,291,000 21,774
   Abel Hall LLC - 2023-12-31 49,740 $1,253,000 0
   J P MORGAN CHASE & CO 3200 - 2023-12-31 49,674 $1,252,000 -5,588
   CARDIFF PARK ADVISORS LLC 80 - 2023-12-31 46,320 $1,167,000 27
   FLOW TRADERS U.S. LLC 305 - 2023-12-31 45,804 $1,154,000 -37,586
   ADVISOR PARTNERS II LLC 472 - 2023-09-30 44,306 $1,049,000 5,389
   Brainard Capital Management LLC 28 - 2023-03-31 44,690 $1,045,000 11,654
   RCS Financial Planning LLC 35 - 2024-03-31 39,676 $1,030,000 -5,835
   Deschutes Portfolio Strategy LLC 61 - 2023-12-31 40,360 $1,017,000 1,760
   COMMONWEALTH EQUITY SERVICES LLC. 2168 - 2023-12-31 37,889 $955,000 -3,624
   Atria Wealth Solutions Inc. 924 *New 2023-12-31 34,233 $863,000 34,233
   TRIAD FINANCIAL ADVISORS INC. 35 - 2023-09-30 35,824 $848,000 7,729
   GIBSON CAPITAL MANAGEMENT, LTD. 22 - 2024-03-31 31,982 $830,000 0
   Edge Financial Advisors LLC 48 - 2024-03-31 30,351 $789,000 0
   Oceanside Advisors LLC 23 - 2024-03-31 28,732 $746,000 -590
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1996 - 2024-03-31 26,374 $685,000 1,732
   Strata Wealth Advisors LLC 43 *New 2024-03-31 25,536 $663,000 25,536
   Unison Advisors LLC 137 - 2024-03-31 23,411 $608,000 -2,970
   ROYAL BANK OF CANADA 3507 - 2023-12-31 23,870 $602,000 20,139
   Altiora Financial Group LLC 50 - 2024-03-31 22,650 $588,000 0
   WEALTHSOURCE PARTNERS LLC 286 - 2023-12-31 23,026 $580,000 -1,600
   MORGAN STANLEY 5069 - 2023-12-31 22,299 $562,000 22,029
   LINCOLN NATIONAL CORP 628 - 2023-12-31 22,040 $555,000 1,307
   Envision Financial Planning LLC *New 2023-12-31 21,425 $540,000 21,425
   Kestra Advisory Services LLC 1531 - 2023-12-31 19,363 $488,000 2,099
   BANK OF AMERICA CORP /DE/ 4494 - 2023-12-31 19,201 $484,000 6,589
   Allen Capital Group LLC 132 - 2024-03-31 17,652 $458,000 -3,846
   Moisand Fitzgerald Tamayo LLC 70 - 2024-03-31 17,380 $451,000 296
   Rather & Kittrell Inc. 61 - 2024-03-31 16,663 $433,000 4,016
   Tortoise Investment Management LLC 153 - 2023-12-31 17,177 $433,000 -807
   RAYMOND JAMES & ASSOCIATES 3165 - 2024-03-31 15,249 $396,000 6,219
   Heritage Wealth Management Inc./Texas 28 - 2024-03-31 14,301 $371,000 14
   FIRETHORN WEALTH PARTNERS LLC 100 - 2024-03-31 12,863 $334,000 4,355
   BOS Asset Management LLC 104 - 2023-12-31 12,558 $316,000 1,806
   Tranquility Partners LLC 155 - 2023-12-31 12,419 $313,000 1,361
   Pettinga Financial Advisors LLC 99 - 2024-03-31 12,050 $313,000 -1,616
   DORSEY & WHITNEY TRUST CO LLC 450 - 2023-12-31 11,980 $302,000 0
   Grunden Financial Advisory Inc. 18 - 2023-12-31 11,605 $292,000 0
   HIGHTOWER ADVISORS, LLC 2661 - 2023-12-31 11,526 $290,000 1,770
   AMERICAN INVESTMENT SERVICES INC. 127 - 2023-12-31 10,765 $271,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 613 - 2023-12-31 10,193 $257,000 277
   MRAZ, AMERINE & ASSOCIATES, INC. 150 - 2023-12-31 9,470 $239,000 0
   Forum Financial Management LP 573 - 2023-12-31 9,210 $232,000 -5,817
   Schubert & Co 32 - 2023-12-31 8,681 $219,000 -445
   Integrated Wealth Concepts LLC 1426 *New 2023-12-31 8,395 $212,000 8,395
  100 Records found
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