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Get Institutions for : 
Dfa Dimensional Inflation-protected Securities Etf (DFIP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    4
Total shares held : 
 5,965,018  
% of shares held : 
 6.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 812,021  
% of shares held change : 
   0.9%  
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 :
13
 1,171,493
 19.64%
 
Increased Positions :
34
 664,261
 11.14%
 
Unchanged Positions :
11
 187,525
 3.14%
 
Decreased Positions :
26
-862,190
-14.45%
 
Closed Positions :
9
-161,543
-2.71%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  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
   Heirloom Wealth Management 1 - 2024-03-31 844,463 $34,834,000 143,560
   Hill Investment Group Partners LLC 7 - 2023-12-31 824,987 $34,055,000 112,621
   CPA Asset Management LLC 2 - 2023-12-31 414,538 $17,112,000 5,477
   Larson Financial Group LLC - 2024-03-31 356,821 $14,719,000 24,329
   Rather & Kittrell Inc. 10 - 2024-03-31 267,236 $11,023,000 53,341
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 18 - 2024-03-31 256,193 $10,568,000 2,154
   Five Oceans Advisors 5 - 2024-03-31 215,034 $8,870,000 1,208
   Leading Edge Financial Planning LLC - 2024-03-31 186,454 $7,691,000 30,669
   Core Wealth Management Inc. 5 - 2024-03-31 174,366 $7,193,000 9,625
   Austin Wealth Management LLC 16 - 2023-12-31 174,550 $7,114,000 14,915
   Apella Capital LLC 58 - 2024-03-31 139,616 $5,776,000 -16,757
   Geometric Wealth Advisors 3 *New 2023-12-31 135,133 $5,578,000 135,133
   Sensible Financial Planning & Management LLC. 16 - 2023-12-31 132,568 $5,472,000 81,195
   BetterWealth LLC 11 - 2024-03-31 130,278 $5,374,000 5,211
   Physician Wealth Solutions Inc. 11 - 2024-03-31 116,215 $4,794,000 33,536
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 684 - 2024-03-31 111,953 $4,618,000 21,159
   Plan Group Financial LLC 14 - 2024-03-31 103,873 $4,285,000 12,759
   Forum Financial Management LP 51 - 2023-12-31 99,417 $4,104,000 19,077
   IFP Advisors Inc 108 - 2023-12-31 96,681 $3,991,000 38,194
   FLOW TRADERS U.S. LLC 122 *New 2023-12-31 89,865 $3,710,000 89,865
   Klingman & Associates LLC 42 - 2024-03-31 87,925 $3,627,000 -12,784
   Fundamentun LLC 76 *New 2024-03-31 86,427 $3,565,000 86,427
   Altiora Financial Group LLC 22 - 2024-03-31 85,150 $3,512,000 0
   Root Financial Partners LLC 17 - 2024-03-31 83,196 $3,432,000 -61,388
   Level Financial Advisors Inc. 17 - 2024-03-31 79,060 $3,261,000 44,710
   JANE STREET GROUP LLC 1895 - 2023-12-31 78,998 $3,261,000 46,704
   Sterling Financial Planning Inc. 20 - 2023-12-31 78,540 $3,242,000 24,539
   Hemington Wealth Management 16 - 2024-03-31 77,439 $3,195,000 1,336
   Krilogy Financial LLC 90 - 2024-03-31 69,989 $2,887,000 3,959
   AWM CAPITAL LLC 27 - 2024-03-31 62,617 $2,583,000 6,811
   Saxony Capital Management LLC - 2024-03-31 57,306 $2,364,000 6,710
   Spinnaker Investment Group LLC 17 - 2024-03-31 54,162 $2,234,000 10,211
   COMMONWEALTH EQUITY SERVICES LLC. 1762 - 2024-03-31 49,112 $2,026,000 1,123
   CFS Investment Advisory Services LLC 49 - 2023-12-31 46,625 $1,925,000 1,996
   Midwest Heritage Bank FSB 18 - 2024-03-31 44,302 $1,827,000 10,008
   Samalin Investment Counsel LLC 21 - 2023-12-31 43,585 $1,799,000 -961
   Goss Wealth Management LLC 754 *New 2023-12-31 36,851 $1,510,000 36,851
   Shearwater Capital LLC 14 - 2024-03-31 35,304 $1,456,000 2,480
   BCU Wealth Advisors LLC 13 - 2024-03-31 35,135 $1,449,000 3,678
   NORTHWEST WEALTH MANAGEMENT LLC 53 - 2023-12-31 33,686 $1,391,000 -2,574
   PBMares Wealth Management LLC - 2024-03-31 32,831 $1,354,000 -1,567
   Willow Creek Wealth Management Inc. 56 - 2023-12-31 32,765 $1,353,000 -31,310
   Henrickson Nauta Wealth Advisors Inc. 19 - 2024-03-31 31,357 $1,274,000 3,673
   Total Wealth Planning LLC 50 - 2024-03-31 26,914 $1,110,000 -743
   BURNS WEALTH MANAGEMENT, INC. 255 - 2023-12-31 25,532 $1,054,000 13,317
   NWAM LLC 228 - 2023-12-31 24,103 $995,000 409
   TCP Asset Management LLC 34 - 2024-03-31 22,545 $930,000 1,642
   Foster Group Inc. 101 *New 2024-03-31 18,130 $748,000 18,130
   FIRETHORN WEALTH PARTNERS LLC 49 - 2024-03-31 17,991 $742,000 -8,779
   AXXCESS WEALTH MANAGEMENT LLC 421 *New 2023-12-31 17,158 $708,000 17,158
   MONOGRAPH WEALTH ADVISORS LLC 46 *New 2023-12-31 16,105 $665,000 16,105
   Applied Capital LLC 29 - 2024-03-31 14,793 $610,000 0
   DRIVE WEALTH MANAGEMENT LLC 135 - 2024-03-31 11,891 $490,000 -2,278
   ENVESTNET ASSET MANAGEMENT INC 3333 - 2023-12-31 11,528 $476,000 2,838
   Annapolis Financial Services LLC 67 - 2024-03-31 11,468 $473,000 -56,500
   Onyx Financial Advisors LLC 11 *New 2024-03-31 11,214 $463,000 11,214
   LAM GROUP INC. 59 - 2024-03-31 10,130 $418,000 10
   Glass Jacobson Investment Advisors llc 155 - 2024-03-31 9,457 $390,000 44
   Visionary Horizons LLC 64 - 2024-03-31 9,140 $373,000 1,115
   SC&H Financial Advisors Inc. - 2024-03-31 8,834 $364,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 155 - 2024-03-31 6,728 $278,000 0
   We Are One Seven LLC 727 - 2023-12-31 6,558 $271,000 -16
   Chico Wealth RIA 25 - 2024-03-31 6,363 $262,000 0
   RESOLUTE FINANCIAL LLC 94 - 2022-12-31 6,298 $259,000 -4,309
   Bridge Advisory LLC 91 - 2024-03-31 6,229 $257,000 -2,979
   Equitable Holdings Inc. 979 *New 2023-12-31 6,160 $254,000 6,160
   Global Trust Asset Management LLC 151 - 2024-03-31 5,578 $230,000 0
   Rehmann Capital Advisory Group - 2024-03-31 5,572 $230,000 0
   Tortoise Investment Management LLC 194 - 2023-12-31 5,515 $228,000 -390
   J P MORGAN CHASE & CO 4122 - 2023-12-31 5,531 $228,000 4,223
   PATHSTONE FAMILY OFFICE, LLC 1436 - 2023-09-30 5,716 $227,000 0
   KFG WEALTH MANAGEMENT LLC 143 *New 2024-03-31 5,502 $227,000 5,502
   Meredith Wealth Planning 39 - 2024-03-31 5,511 $227,000 18
   LPL FINANCIAL CORP 4230 - 2023-12-31 5,408 $223,000 -8,400
   Buckingham Strategic Partners 381 - 2023-12-31 5,350 $221,000 -2,286
   Mattern Wealth Management LLC 165 - 2023-12-31 5,131 $212,000 -3,162
   EP WEALTH ADVISORS, INC. 713 - 2023-12-31 4,858 $201,000 -310
   Strategic Investment Solutions Inc. /IL 117 - 2023-12-31 4,694 $194,000 -275,974
   Advisor Group Holdings Inc. 3958 - 2023-12-31 4,486 $185,000 -56
   ROYAL BANK OF CANADA 4755 - 2023-12-31 3,275 $135,000 366
   PRINCIPAL SECURITIES INC. 1112 - 2023-12-31 2,904 $120,000 0
   UBS Group AG 5034 *New 2023-12-31 2,007 $83,000 2,007
   ELEVATE WEALTH ADVISORY INC 73 - 2024-03-31 1,919 $79,000 -3,009
   MATHER GROUP, INC. 813 *New 2024-03-31 1,585 $65,000 1,585
   Spire Wealth Management 1130 *New 2024-03-31 1,559 $64,000 1,559
   Private Ocean LLC 278 *New 2024-03-31 851 $35,000 851
   Align Wealth Management LLC 104 - 2022-12-31 580 $24,000 0
   MORGAN STANLEY 6185 *New 2023-12-31 546 $23,000 546
   Aspire Private Capital LLC 311 - 2024-03-31 545 $22,000 121
   Baldrige Asset Management LLC 233 - 2023-03-31 364 $16,000 0
   Orion Capital Management LLC 357 - 2023-12-31 307 $13,000 0
   Qube Research & Technologies Ltd 3182 - 2023-12-31 245 $10,000 0
   SJS Investment Consulting Inc. 415 *New 2024-03-31 167 $7,000 167
   Coppell Advisory Solutions LLC 1167 - 2023-12-31 97 $4,000 85
   HARBOUR INVESTMENTS INC. 2859 - 2023-12-31 21 $1,000 0
   FMR LLC 4639 *New 2023-12-31 19 $1,000 19
   Coppell Advisory Solutions Corp. 266 *Closed 2023-03-31 0 $0 -12
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   BANK OF AMERICA CORP /DE/ 6408 *Closed 2023-12-31 0 $0 -21
   MODERA WEALTH MANAGEMENT, LLC 557 *Closed 2023-12-31 0 $0 -15,821
  100 Records found
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