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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
   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
   MOSAIC FAMILY WEALTH PARTNERS LLC 14 - 2023-12-31 481,678 $12,514,000 -4,671
   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
   GREAT OAK CAPITAL PARTNERS LLC 13 - 2024-03-31 134,845 $3,443,000 -60,050
   Waypoint Capital Advisors LLC 30 - 2024-03-31 133,513 $3,409,000 -7,469
   COOPER/HAIMS ADVISORS LLC 17 - 2024-03-31 83,275 $2,126,000 -84,161
   SOL CAPITAL MANAGEMENT CO 108 - 2024-03-31 78,170 $1,996,000 -570
   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
   Core Wealth Management Inc. 11 - 2024-03-31 26,324 $672,000 -18
   True Wealth Design LLC 105 - 2023-12-31 20,095 $522,000 -758
   Abacus Wealth Partners LLC 47 - 2024-03-31 18,785 $480,000 -3,679
   Vista Wealth Management Group LLC 123 - 2024-03-31 17,963 $459,000 -8,191
   COLLECTIVE FAMILY OFFICE LLC 118 - 2024-03-31 16,760 $428,000 -129
   NWAM LLC 481 - 2024-03-31 9,961 $245,000 -2,876
   Larson Financial Group LLC 480 - 2024-03-31 5,538 $141,000 -4,015
  19 Records found
  1    
  Page 1 of 1
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