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Get Institutions for : 
Dfa Dimensional International Core Equity 2 Etf (DFIC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 432    17
Total shares held : 
264,029,526  
% of shares held : 
29.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  141  
Amount of shares held : 
-2,009,178,184  
% of shares held change : 
  -223.24%  
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 :
34
 1,625,285
 0.62%
 
Increased Positions :
233
 18,085,023
 6.85%
 
Unchanged Positions :
56
 3,956,089
 1.5%
 
Decreased Positions :
109
-5,976,055
-2.26%
 
Closed Positions :
17
-2,022,912,437
-766.17%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MERCER GLOBAL ADVISORS INC /ADV 11 - 2025-03-31 30,896,623 $857,999,000 3,487,062
   ENVESTNET ASSET MANAGEMENT INC 75 - 2025-03-31 27,533,206 $764,597,000 -1,923,523
   Forum Financial Management LP 4 - 2025-03-31 16,228,081 $450,654,000 -123,163
   EVENSKY & KATZ INC 2 - 2025-03-31 6,319,608 $175,496,000 188,462
   HIGHTOWER ADVISORS, LLC 119 - 2025-03-31 5,171,216 $143,605,000 295,446
   RW Investment Management LLC 2 - 2025-03-31 4,743,178 $131,718,000 -172,346
   Kestra Investment Management LLC 5 - 2025-03-31 4,730,371 $131,362,000 2,237,243
   JMG FINANCIAL GROUP, LTD. 9 - 2025-03-31 4,102,611 $113,929,000 598,527
   Summit Financial Strategies Inc. 1 - 2025-03-31 3,887,132 $107,946,000 80,682
   Cannon Financial Strategists Inc. 1 - 2025-03-31 3,380,038 $93,864,000 102,007
   Pathstone Holdings LLC 40 - 2025-03-31 3,305,066 $92,026,000 2,815
   Wealthstream Advisors Inc. 2 - 2025-03-31 3,209,046 $89,115,000 103,904
   Apella Capital LLC 6 - 2025-03-31 3,254,844 $86,677,000 452,415
   AWM CAPITAL LLC 4 - 2025-03-31 2,967,603 $82,410,000 51,971
   LPL FINANCIAL CORP 513 - 2025-03-31 2,771,687 $76,970,000 376,397
   COLONY GROUP, LLC 122 - 2025-03-31 2,559,824 $71,086,000 812,145
   PHILLIPS FINANCIAL MANAGEMENT LLC 3 - 2025-03-31 2,505,201 $69,569,000 300,325
   Miramar Fiduciary Corp 1 - 2025-03-31 2,269,446 $63,023,000 96,373
   WPWealth LLP 2 - 2024-12-31 2,426,914 $62,724,000 143,627
   Hill Investment Group Partners LLC 1 - 2025-03-31 2,194,800 $60,950,000 -5,071
   GREAT VALLEY ADVISOR GROUP INC. 12 - 2025-03-31 2,191,454 $60,857,000 49,158
   Aspen Capital Management LLC 1 - 2025-03-31 2,128,595 $59,111,000 0
   Asset Dedication LLC 5 - 2025-03-31 2,117,644 $58,807,000 148,246
   PARK AVENUE SECURITIES LLC 20 - 2025-03-31 2,064,742 $57,338,000 100,865
   Syverson Strege & Co 2 - 2025-03-31 2,039,608 $56,640,000 35,924
   Rockbridge Investment Management LCC 6 - 2025-03-31 2,028,577 $56,334,000 521,195
   TRUEPOINT, INC. 17 - 2025-03-31 2,002,590 $55,612,000 -20,078
   Rather & Kittrell Inc. 1 - 2025-03-31 1,948,617 $54,113,000 181,850
   Resources Investment Advisors Inc. 35 - 2025-03-31 1,895,937 $52,650,000 52,292
   BRIGHTON JONES LLC 8 - 2025-03-31 1,822,674 $50,616,000 126,525
   SJS Investment Consulting Inc. 2 - 2025-03-31 1,775,942 $49,318,000 5,114
   CATALYST CAPITAL ADVISORS LLC 21 - 2025-03-31 1,741,130 $48,351,000 -10,683
   Millburn Ridgefield Corp 21 - 2025-03-31 1,741,130 $48,351,000 -10,683
   Baird Financial Group Inc. 191 - 2025-03-31 1,672,274 $46,439,000 7,420
   Leading Edge Financial Planning LLC 2 - 2025-03-31 1,607,348 $44,636,000 93,023
   Kooman & Associates 2 - 2025-03-31 1,562,523 $43,391,000 59,619
   DiNuzzo Private Wealth Inc. 6 - 2025-03-31 1,523,384 $42,304,000 -2,779
   Helen Stephens Group LLC 2 - 2025-06-30 1,306,945 $40,633,000 28,436
   Stordahl Capital Management Inc. 4 - 2025-03-31 1,447,420 $40,195,000 83,028
   Betterment LLC 62 - 2025-03-31 1,445,557 $40,143,000 137,628
   Rockwood Wealth Management LLC 6 - 2025-03-31 1,430,154 $39,715,000 55,085
   FINANCIAL ENGINES ADVISORS L.L.C. 55 - 2025-03-31 1,429,530 $39,698,000 -34,993
   EFFICIENT ADVISORS, LLC 18 - 2025-03-31 1,395,395 $38,750,000 -34,406
   von Borstel & Associates Inc. 3 - 2025-03-31 1,357,717 $37,703,000 281,608
   SAVANT CAPITAL MANAGEMENT INC 59 - 2025-03-31 1,315,711 $36,537,000 -675,674
   Verisail Partners LLC 2 - 2025-03-31 1,302,412 $36,168,000 16,821
   Ullmann Financial Group Inc. 6 - 2025-03-31 1,276,581 $35,451,000 33,824
   Your Advocates Ltd. LLP 2 - 2025-03-31 1,274,641 $35,397,000 23,559
   COMMONWEALTH EQUITY SERVICES LLC. 370 - 2025-03-31 1,260,622 $35,007,000 930
   Bridgewater Advisors Inc. 8 - 2025-03-31 1,198,690 $34,666,000 -356,253
   Jentner Corp 4 - 2025-03-31 1,235,736 $34,316,000 32,461
   MARINER WEALTH ADVISORS, LLC 280 - 2025-03-31 1,190,630 $33,070,000 13,564
   Vestmark Advisory Solutions Inc. 21 - 2025-03-31 1,183,390 $32,863,000 153,570
   True Wealth Design LLC 3 - 2025-03-31 1,173,160 $32,579,000 -21,890
   RS CRUM INC. 4 - 2025-03-31 1,151,931 $31,989,000 -17,541
   Eaton-Cambridge Inc. 3 - 2025-03-31 1,130,609 $31,397,000 73,346
   BANK OF AMERICA CORP /DE/ 1738 - 2025-03-31 1,127,386 $31,308,000 31,109
   Trust Co of the South 5 - 2025-06-30 988,968 $30,747,000 210,130
   DecisionPoint Financial LLC 3 - 2025-03-31 1,081,724 $30,039,000 133,841
   Goss Wealth Management LLC 112 - 2025-03-31 1,081,377 $30,030,000 -148,203
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 9 - 2025-03-31 1,071,152 $29,799,000 66,730
   CAPSTONE CAPITAL WEALTH ADVISORS 2 - 2025-03-31 1,054,437 $29,282,000 32,994
   Symmetry Partner LLC 5 - 2025-03-31 1,020,922 $28,351,000 163,335
   Great Waters Wealth Management 8 - 2025-03-31 998,355 $27,724,000 -173,345
   United Wealth Management LLC 3 - 2025-03-31 956,922 $26,574,000 93,429
   Alpha Financial Advisors LLC 4 - 2025-03-31 946,021 $26,271,000 -179,267
   BCU Wealth Advisors LLC 2 - 2025-03-31 937,941 $26,047,000 35,714
   Pinnacle Financial Group LLC / IL 2 - 2025-03-31 929,304 $25,807,000 67,659
   ARK & TLK INVESTMENTS LLC 3 - 2025-03-31 920,626 $25,566,000 -8,109
   AdvisorNet Financial Inc 4 - 2025-03-31 908,780 $25,237,000 52,562
   EQIS CAPITAL MANAGEMENT, INC. 5 - 2025-03-31 888,675 $24,679,000 -9,392
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6 - 2025-03-31 866,706 $24,068,000 17,517
   EP WEALTH ADVISORS, INC. 94 - 2025-03-31 860,660 $23,901,000 749,724
   SC&H Financial Advisors Inc. 4 - 2025-03-31 857,003 $23,799,000 58,419
   Buckingham Strategic Partners 41 - 2025-03-31 847,754 $23,542,000 103,768
   BURNEY CO/ 26 - 2025-03-31 822,060 $22,829,000 45,489
   Straight Path Wealth Management 3 - 2025-03-31 817,320 $22,697,000 68,549
   Henrickson Nauta Wealth Advisors Inc. 3 - 2025-03-31 859,197 $22,596,000 184,527
   EnRich Financial Partners LLC 5 - 2025-03-31 810,118 $22,497,000 50,678
   Krilogy Financial LLC 16 - 2025-03-31 808,127 $22,442,000 49,921
   SRS Capital Advisors Inc. 17 - 2025-03-31 794,397 $22,060,000 -3,496
   SAGEWORTH TRUST CO 12 - 2025-03-31 769,415 $21,367,000 61,351
   Lutz Financial Services LLC 16 - 2025-03-31 741,577 $20,594,000 44,926
   Evanson Asset Management LLC 18 - 2025-03-31 740,648 $20,568,000 38,886
   Wealthcare Advisory Partners LLC 34 - 2025-03-31 734,806 $20,406,000 615,097
   Mattern Wealth Management LLC 6 - 2025-03-31 723,324 $20,087,000 10,756
   Greenspring Advisors LLC 4 - 2025-03-31 720,999 $20,022,000 98,245
   Tassel Capital Management Inc. 1 - 2025-03-31 702,440 $19,507,000 -138,054
   Austin Wealth Management LLC 6 - 2025-03-31 681,106 $19,452,000 -50,299
   Aveo Capital Partners LLC 7 - 2025-03-31 653,005 $19,081,000 50,736
   CRITERION CAPITAL ADVISORS LLC 1 - 2024-12-31 721,262 $18,962,000 0
   HTG Investment Advisors Inc. 2 - 2025-03-31 674,220 $18,723,000 24,490
   Pine Harbor Wealth Management LLC 4 - 2025-03-31 673,148 $18,693,000 -21,826
   New Dimensions Wealth Management LLC 2 - 2025-03-31 666,939 $18,521,000 0
   Vannoy Advisory Group Inc. 2 - 2025-03-31 655,651 $18,207,000 13,531
   J P MORGAN CHASE & CO 1732 - 2025-03-31 635,199 $17,639,000 29,322
   Blume Capital Management Inc. 3 - 2025-03-31 633,109 $17,581,000 42,392
   SwitchPoint Financial Planning LLC 2 - 2025-03-31 632,241 $17,557,000 6,879
   INTEGRITY ALLIANCE LLC. 38 *New 2025-03-31 628,369 $17,450,000 628,369
   MOSAIC FAMILY WEALTH PARTNERS LLC 10 - 2025-03-31 616,779 $17,128,000 22,471

  100 Records found
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