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Get Institutions for : 
Dfa Dimensional Global Real Estate Etf (DFGR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    38
Total shares held : 
 43,843,347  
% of shares held : 
 48.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   104  
Amount of shares held : 
 12,078,868  
% of shares held change : 
   13.42%  
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 :
42
 2,706,105
 6.17%
 
Increased Positions :
80
 9,924,815
 22.64%
 
Unchanged Positions :
15
 2,902,654
 6.62%
 
Decreased Positions :
14
-349,118
-0.8%
 
Closed Positions :
4
-202,934
-0.46%
 
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 6 - 2023-12-31 13,940,748 $362,181,000 1,541,319
   CI Private Wealth LLC 199 - 2023-12-31 2,178,755 $56,604,000 417,498
   JMG FINANCIAL GROUP, LTD. 11 - 2023-12-31 2,100,702 $54,576,000 433,949
   Private Ocean LLC 3 - 2024-03-31 2,031,427 $51,862,000 175,815
   BUCKINGHAM ASSET MANAGEMENT, LLC 30 - 2023-12-31 1,688,305 $43,862,000 1,268,261
   SAVANT CAPITAL MANAGEMENT INC 38 - 2023-12-31 1,563,595 $40,622,000 701,498
   DiNuzzo Private Wealth Inc. 6 - 2023-12-31 1,491,330 $38,745,000 0
   BRIGHTON JONES LLC 9 - 2023-12-31 1,258,142 $32,687,000 707,460
   Wescott Financial Advisory Group LLC 6 - 2023-12-31 1,117,315 $29,028,000 -4,909
   Quantum Financial Advisors LLC 5 - 2024-03-31 846,314 $21,606,000 -29,330
   TCI Wealth Advisors Inc. 11 - 2023-12-31 672,575 $17,473,000 568,573
   JANE STREET GROUP LLC 644 - 2023-12-31 621,958 $16,158,000 455,467
   RS CRUM INC. 7 - 2023-12-31 588,976 $15,302,000 138,613
   SRS Capital Advisors Inc. 22 - 2023-12-31 575,939 $14,963,000 20,713
   LPL FINANCIAL CORP 1014 - 2023-12-31 572,486 $14,873,000 46,475
   Integris Wealth Management LLC 10 - 2023-12-31 491,832 $12,778,000 37,899
   MOSAIC FAMILY WEALTH PARTNERS LLC 14 - 2023-12-31 481,678 $12,514,000 -4,671
   Planning Center Inc. 11 - 2024-03-31 479,783 $12,249,000 15,160
   Creative Capital Management Investments LLC 5 - 2024-03-31 477,737 $12,197,000 56,560
   Index Fund Advisors Inc. 9 - 2023-12-31 467,074 $12,135,000 246,266
   WPWealth LLP 8 - 2023-12-31 435,015 $11,302,000 131,216
   Great Waters Wealth Management 12 - 2024-03-31 436,366 $11,140,000 40,879
   Summit Financial Strategies Inc. 14 *New 2023-12-31 407,311 $10,582,000 407,311
   Private Wealth Management Group LLC 8 - 2023-12-31 373,568 $9,705,000 0
   Syverson Strege & Co 6 *New 2023-12-31 360,752 $9,372,000 360,752
   Buckingham Strategic Partners 32 - 2023-12-31 357,216 $9,280,000 141,803
   COMMONWEALTH EQUITY SERVICES LLC. 829 - 2023-12-31 312,565 $8,120,000 17,449
   Total Wealth Planning LLC 19 - 2024-03-31 312,364 $7,975,000 58,767
   Jentner Corp 9 *New 2023-12-31 304,130 $7,901,000 304,130
   Sprinkle Financial Consultants LLC 4 - 2024-03-31 293,292 $7,488,000 59,982
   New Capital Management LP 11 - 2024-03-31 289,728 $7,397,000 -75,896
   Apella Capital LLC 50 - 2024-03-31 284,770 $7,222,000 -74,752
   Peirce Capital Management LLC 11 - 2024-03-31 272,917 $6,968,000 25,955
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 598 - 2024-03-31 255,550 $6,524,000 20,393
   Rather & Kittrell Inc. 14 - 2024-03-31 252,695 $6,451,000 134,737
   Pathstone Holdings LLC 385 - 2023-12-31 232,284 $6,035,000 0
   Resources Investment Advisors Inc. 165 *New 2023-12-31 226,168 $5,876,000 226,168
   Advisory Services & Investments LLC 11 - 2024-03-31 223,570 $5,708,000 11,366
   Evanson Asset Management LLC 36 - 2024-03-31 206,109 $5,262,000 44,644
   Corrigan Financial Inc. 18 - 2024-03-31 205,013 $5,234,000 94,218
   Level Financial Advisors Inc. 10 - 2024-03-31 196,237 $5,010,000 82,571
   Fundamentun LLC 58 *New 2024-03-31 192,163 $4,906,000 192,163
   PATHSTONE FAMILY OFFICE, LLC 282 - 2023-09-30 209,177 $4,688,000 1,702
   ENVESTNET ASSET MANAGEMENT INC 1962 - 2023-12-31 174,928 $4,545,000 5,346
   COOPER/HAIMS ADVISORS LLC 12 *New 2023-12-31 167,436 $4,350,000 167,436
   LAM GROUP INC. 9 - 2024-03-31 167,940 $4,288,000 124,920
   Willow Creek Wealth Management Inc. 34 - 2023-12-31 161,421 $4,194,000 75,163
   AdvisorNet Financial Inc 56 - 2024-03-31 159,713 $4,077,000 57,315
   Tilson Financial Group Inc. 14 - 2024-03-31 157,957 $4,033,000 29,698
   SJS Investment Consulting Inc. 12 - 2024-03-31 153,021 $3,907,000 79,971
   AMERICAN INVESTMENT SERVICES INC. 36 - 2023-12-31 149,474 $3,883,000 54,919
   Shotwell Rutter Baer Inc 6 - 2024-03-31 152,466 $3,867,000 1,143
   Rappaport Reiches Capital Management LLC 16 - 2024-03-31 150,257 $3,836,000 16,226
   Waypoint Capital Advisors LLC *New 2023-12-31 140,982 $3,663,000 140,982
   RFG Advisory Group LLC 134 - 2024-03-31 139,952 $3,573,000 7,633
   GREAT OAK CAPITAL PARTNERS LLC 13 - 2024-03-31 134,845 $3,443,000 -60,050
   Vestmark Advisory Solutions Inc. 135 - 2023-12-31 131,327 $3,412,000 17,034
   Geometric Wealth Advisors 6 - 2023-12-31 126,292 $3,281,000 40,262
   North Ridge Wealth Advisors Inc. 13 - 2024-03-31 126,924 $3,240,000 13,297
   Wealth Architects LLC 38 - 2023-12-31 116,679 $3,031,000 32,162
   Beacon Pointe Advisors LLC 391 - 2023-12-31 114,689 $2,980,000 5,888
   FLOW TRADERS U.S. LLC 162 - 2023-12-31 111,828 $2,905,000 97,678
   Waypoint Wealth Partners Inc. 13 - 2024-03-31 107,532 $2,745,000 8,158
   Chicago Partners Investment Group LLC 171 - 2024-03-31 103,824 $2,495,000 25
   Vawter Financial Ltd. 17 - 2023-12-31 95,216 $2,474,000 68,250
   Sterling Financial Planning Inc. 31 - 2023-12-31 86,960 $2,259,000 18,978
   Krilogy Financial LLC 107 - 2024-03-31 85,195 $2,175,000 2,977
   Goss Wealth Management LLC 620 - 2023-12-31 86,273 $2,169,000 66,140
   RETIREMENT GUYS FORMULA LLC 27 - 2024-03-31 78,713 $2,010,000 806
   SOL CAPITAL MANAGEMENT CO 108 - 2024-03-31 78,170 $1,996,000 -570
   Cherry Tree Wealth Management LLC 42 - 2023-12-31 72,754 $1,890,000 13,309
   OLD MISSION CAPITAL LLC 276 - 2023-12-31 69,569 $1,807,000 -8,064
   Hill Investment Group Partners LLC 24 - 2023-12-31 68,695 $1,785,000 -3,484
   Meritas Wealth Management LLC 15 - 2024-03-31 64,482 $1,646,000 -921
   Eaton-Cambridge Inc. 9 - 2023-12-31 62,390 $1,621,000 0
   Column Capital Advisors LLC 45 - 2023-09-30 67,852 $1,521,000 10,421
   SAGE RHINO CAPITAL LLC 60 - 2024-03-31 57,982 $1,480,000 3,506
   J P MORGAN CHASE & CO 3147 - 2023-12-31 53,929 $1,401,000 15,900
   TRIAD FINANCIAL ADVISORS INC. 23 *New 2023-09-30 57,002 $1,277,000 57,002
   CLIENT 1ST ADVISORY GROUP LLC 26 - 2023-12-31 48,527 $1,261,000 16,849
   QUARRY HILL ADVISORS LLC 20 - 2024-03-31 48,291 $1,233,000 0
   DAVIDSON D A & CO 653 - 2023-12-31 45,423 $1,180,000 7,811
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 48 - 2024-03-31 44,590 $1,138,000 5,730
   Forum Private Client Group LLC 31 - 2023-12-31 40,417 $1,050,000 40,417
   Henrickson Nauta Wealth Advisors Inc. 24 - 2024-03-31 41,610 $1,018,000 11,226
   McNamara Financial Services Inc. 26 - 2024-03-31 39,189 $1,000,000 5,281
   CREATIVE PLANNING 1237 *New 2023-12-31 37,649 $978,000 37,649
   SC&H Financial Advisors Inc. 58 - 2023-12-31 35,246 $916,000 23,270
   Advisor Group Holdings Inc. 2617 - 2023-12-31 34,640 $900,000 -126,476
   U.S. Capital Wealth Advisors LLC 360 - 2023-12-31 32,373 $841,000 0
   MODERA WEALTH MANAGEMENT, LLC 318 - 2023-12-31 30,146 $783,000 18,825
   Abel Hall LLC - 2023-12-31 30,141 $783,000 0
   Trust Co of the South 57 - 2024-03-31 29,614 $756,000 10,016
   CITADEL ADVISORS LLC 3210 *New 2023-12-31 28,308 $735,000 28,308
   WEALTHSOURCE PARTNERS LLC 242 - 2023-12-31 28,275 $735,000 5,164
   MORRIS FINANCIAL CONCEPTS INC. 43 - 2024-03-31 28,068 $717,000 16,956
   Betterment LLC 206 *New 2023-12-31 27,247 $708,000 27,247
   Equita Financial Network Inc. 41 *New 2023-12-31 26,382 $685,000 26,382
   Vista Wealth Management Group LLC 90 - 2023-12-31 26,154 $679,000 130
   Core Wealth Management Inc. 11 - 2024-03-31 26,324 $672,000 -18
  100 Records found
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