Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Dfa Dimensional International Core Equity 2 Etf (DFIC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 281    26
Total shares held : 
 172,467,395  
% of shares held : 
 19.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   134  
Amount of shares held : 
 26,570,474  
% of shares held change : 
   2.95%  
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 :
37
 6,034,388
 3.5%
 
Increased Positions :
156
 23,770,104
 13.78%
 
Unchanged Positions :
40
 11,810,823
 6.85%
 
Decreased Positions :
48
-2,227,170
-1.29%
 
Closed Positions :
11
-1,006,848
-0.58%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   ENVESTNET ASSET MANAGEMENT INC 89 - 2023-12-31 19,556,837 $499,286,000 2,659,216
   MERCER GLOBAL ADVISORS INC /ADV 16 - 2023-12-31 19,225,190 $490,819,000 3,214,278
   Forum Financial Management LP 4 - 2023-12-31 16,144,932 $412,180,000 974,496
   EVENSKY & KATZ INC 2 - 2024-03-31 5,551,996 $148,516,000 84,269
   JANE STREET GROUP LLC 93 - 2023-12-31 5,246,212 $133,936,000 4,228,879
   HIGHTOWER ADVISORS, LLC 111 - 2023-12-31 4,708,250 $120,182,000 963,826
   Pathstone Holdings LLC 31 - 2023-12-31 3,715,095 $94,850,000 0
   Summit Financial Strategies Inc. 1 - 2023-12-31 3,413,583 $87,149,000 48,759
   PATHSTONE FAMILY OFFICE, LLC 28 - 2023-09-30 3,456,831 $80,717,000 -740,107
   Miramar Fiduciary Corp 1 *New 2023-12-31 2,792,086 $71,282,000 2,792,086
   AWM CAPITAL LLC 2 - 2024-03-31 2,495,218 $66,747,000 36,496
   Bridgeworth LLC - 2023-12-31 2,209,530 $56,409,000 66,406
   Relaxing Retirement Coach 2 - 2023-06-30 2,211,197 $53,666,000 146,545
   SAVANT CAPITAL MANAGEMENT INC 29 - 2023-12-31 2,004,414 $51,173,000 -208,366
   Hill Investment Group Partners LLC 4 - 2023-12-31 1,968,694 $50,261,000 -32,349
   Syverson Strege & Co 2 - 2023-12-31 1,855,232 $47,364,000 -38,539
   WPWealth LLP 2 - 2023-12-31 1,847,595 $47,169,000 227,770
   TRUEPOINT, INC. 16 - 2023-12-31 1,823,741 $46,560,000 101,246
   LPL FINANCIAL CORP 533 - 2023-12-31 1,772,083 $45,241,000 219,924
   JMG FINANCIAL GROUP, LTD. 13 - 2023-12-31 1,745,090 $44,552,000 427,686
   Great Waters Wealth Management 5 - 2024-03-31 1,661,137 $44,435,000 -166,690
   Baird Financial Group Inc. 212 - 2023-12-31 1,612,211 $41,160,000 29,875
   SJS Investment Consulting Inc. 2 - 2024-03-31 1,421,686 $38,030,000 203,636
   PARK AVENUE SECURITIES LLC 33 - 2024-03-31 1,416,862 $37,901,000 176,496
   CATALYST CAPITAL ADVISORS LLC 21 - 2023-12-31 1,475,301 $37,664,000 156,777
   Millburn Ridgefield Corp 21 - 2023-12-31 1,475,301 $37,664,000 156,777
   DiNuzzo Private Wealth Inc. 8 - 2023-12-31 1,438,987 $36,737,000 0
   Arden Trust Co 2 - 2024-03-31 1,305,383 $34,919,000 -3,890
   Stordahl Capital Management Inc. 4 - 2024-03-31 1,278,229 $34,193,000 55,279
   BRIGHTON JONES LLC 8 - 2023-12-31 1,320,290 $33,707,000 405,446
   Rockwood Wealth Management LLC 4 - 2023-12-31 1,283,714 $32,773,000 307,268
   Kooman & Associates 2 - 2023-12-31 1,270,695 $32,441,000 84,051
   Asset Dedication LLC 7 - 2024-03-31 1,172,429 $31,364,000 57,667
   EFFICIENT ADVISORS, LLC 19 - 2023-12-31 1,213,330 $30,976,000 18,138
   Apella Capital LLC 17 - 2024-03-31 1,135,884 $30,464,000 266,917
   MARINER WEALTH ADVISORS, LLC 230 - 2023-12-31 1,151,301 $29,393,000 52,335
   Ullmann Financial Group Inc. 7 - 2023-12-31 1,095,503 $27,968,000 105,666
   Rather & Kittrell Inc. 2 - 2023-12-31 1,092,460 $27,891,000 116,154
   True Wealth Design LLC 3 - 2023-12-31 1,048,193 $26,760,000 104,156
   RS CRUM INC. 3 - 2023-12-31 1,014,784 $25,907,000 36,389
   Goss Wealth Management LLC 101 - 2023-12-31 1,022,309 $25,521,000 388,933
   COMMONWEALTH EQUITY SERVICES LLC. 384 - 2023-12-31 994,540 $25,391,000 311,228
   PHILLIPS FINANCIAL MANAGEMENT LLC - 2023-12-31 990,488 $25,287,000 162,004
   CAPSTONE CAPITAL WEALTH ADVISORS 2 - 2024-03-31 915,028 $24,477,000 69,833
   Wealthstream Advisors Inc. 3 - 2023-12-31 924,174 $23,594,000 92,255
   BURNEY CO/ 15 - 2023-12-31 920,207 $23,493,000 115,383
   Alpha Financial Advisors LLC 1 - 2023-12-31 895,689 $22,867,000 40,639
   Leading Edge Financial Planning LLC 3 - 2023-12-31 895,247 $22,856,000 636,323
   Bridgewater Advisors Inc. 8 - 2023-12-31 883,820 $22,564,000 100,448
   EQIS CAPITAL MANAGEMENT, INC. 6 *New 2023-12-31 881,375 $22,501,000 881,375
   Your Advocates Ltd. LLP 5 - 2023-12-31 866,823 $22,130,000 -212,137
   ARK & TLK INVESTMENTS LLC - 2023-12-31 834,671 $21,309,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 56 - 2023-12-31 831,505 $21,228,000 230,079
   Advisory Services & Investments LLC 1 - 2024-03-31 773,537 $20,692,000 18,218
   AdvisorNet Financial Inc 6 - 2024-03-31 764,569 $20,452,000 421,494
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 9 - 2024-03-31 762,978 $20,410,000 58,702
   Eaton-Cambridge Inc. 3 - 2023-12-31 782,590 $19,980,000 0
   Austin Wealth Management LLC 4 - 2023-12-31 782,184 $19,914,000 -38,304
   Helen Stephens Group LLC 3 - 2024-03-31 737,282 $19,722,000 256,018
   Jentner Corp 5 - 2023-12-31 764,086 $19,507,000 449,110
   Vestmark Advisory Solutions Inc. 14 - 2023-12-31 753,659 $19,241,000 138,519
   SRS Capital Advisors Inc. 19 - 2023-12-31 743,145 $18,972,000 28,868
   BKD WEALTH ADVISORS LLC 39 - 2024-03-31 688,892 $18,428,000 33,693
   CRITERION CAPITAL ADVISORS LLC 1 - 2024-03-31 688,375 $18,414,000 48,645
   Evanson Asset Management LLC 17 - 2024-03-31 649,266 $17,368,000 34,834
   Blume Capital Management Inc. 1 - 2023-12-31 654,985 $16,722,000 12,400
   First Ascent Asset Management LLC 15 - 2023-12-31 653,239 $16,677,000 42,624
   SAGEWORTH TRUST CO 14 - 2024-03-31 622,488 $16,652,000 31,186
   Steward Financial Group LLC 4 - 2023-09-30 698,863 $16,318,000 44,593
   Resources Investment Advisors Inc. 78 - 2023-12-31 626,840 $16,003,000 554,577
   Vannoy Advisory Group Inc. 2 - 2023-12-31 611,430 $15,610,000 0
   Rockbridge Investment Management LCC 10 *New 2023-12-31 604,672 $15,437,000 604,672
   Pinnacle Financial Group LLC / IL 3 - 2023-12-31 586,582 $14,975,000 56,855
   Krilogy Financial LLC - 2023-12-31 581,550 $14,847,000 21,095
   EnRich Financial Partners LLC 8 - 2023-12-31 581,153 $14,837,000 0
   Aveo Capital Partners LLC 9 - 2023-12-31 558,541 $14,260,000 15,518
   Waypoint Capital Advisors LLC - 2023-12-31 542,541 $13,851,000 173,018
   SOUNDMARK WEALTH MANAGEMENT LLC 3 - 2024-03-31 506,788 $13,557,000 74,157
   Straight Path Wealth Management - 2023-12-31 522,212 $13,332,000 79,855
   SC&H Financial Advisors Inc. 6 - 2023-12-31 519,011 $13,250,000 27,288
   Henrickson Nauta Wealth Advisors Inc. 5 - 2024-03-31 479,987 $12,705,000 61,918
   AIRE ADVISORS LLC 8 - 2023-12-31 493,655 $12,607,000 -31,028
   LIBERTY WEALTH MANAGEMENT LLC 8 - 2023-12-31 491,802 $12,561,000 -876
   Lutz Financial Services LLC 24 - 2023-12-31 481,092 $12,282,000 150,699
   MOSAIC FAMILY WEALTH PARTNERS LLC 15 - 2023-12-31 480,496 $12,267,000 -9,090
   Private Wealth Management Group LLC 4 - 2023-12-31 479,647 $12,245,000 0
   BANK OF AMERICA CORP /DE/ 2205 - 2023-12-31 473,077 $12,078,000 190,194
   CLIENT 1ST ADVISORY GROUP LLC 4 - 2023-12-31 471,052 $12,026,000 147,469
   Gemmer Asset Management LLC 17 - 2023-12-31 461,873 $11,792,000 -9,782
   ACORN CREEK CAPITAL LLC 6 - 2023-12-31 443,609 $11,325,000 0
   HTG Investment Advisors Inc. 5 - 2023-12-31 438,617 $11,198,000 54,056
   Greenspring Advisors LLC 3 - 2023-12-31 435,346 $11,114,000 -6,202
   Waypoint Wealth Partners Inc. 6 - 2023-12-31 421,963 $10,773,000 110,155
   CREATIVE PLANNING 368 - 2023-12-31 411,711 $10,511,000 369,820
   Signature Resources Capital Management LLC 4 - 2024-03-31 404,619 $10,330,000 -12,675
   Watchman Group Inc. 5 *New 2023-12-31 395,851 $10,106,000 395,851
   One Degree Advisors Inc 4 - 2023-12-31 403,118 $10,082,000 0
   Chicago Partners Investment Group LLC 51 - 2023-12-31 390,694 $9,795,000 56,906
   BCU Wealth Advisors LLC 2 - 2023-12-31 382,639 $9,769,000 0
   Betterment LLC 73 - 2023-12-31 373,787 $9,543,000 114,345
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us