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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Hill Investment Group Partners LLC 8 - 2024-03-31 822,417 $33,925,000 -2,570
   CPA Asset Management LLC 2 - 2024-03-31 397,442 $16,394,000 -17,096
   Apella Capital LLC 58 - 2024-03-31 139,616 $5,776,000 -16,757
   Klingman & Associates LLC 42 - 2024-03-31 87,925 $3,627,000 -12,784
   Forum Financial Management LP 69 - 2024-03-31 86,976 $3,588,000 -12,441
   Root Financial Partners LLC 17 - 2024-03-31 83,196 $3,432,000 -61,388
   FLOW TRADERS U.S. LLC 104 - 2024-03-31 78,201 $3,226,000 -11,664
   CFS Investment Advisory Services LLC 55 - 2024-03-31 44,704 $1,844,000 -1,921
   Samalin Investment Counsel LLC 31 - 2024-03-31 34,936 $1,441,000 -8,649
   PBMares Wealth Management LLC 47 - 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
   NORTHWEST WEALTH MANAGEMENT LLC 61 - 2024-03-31 28,966 $1,195,000 -4,720
   Total Wealth Planning LLC 50 - 2024-03-31 26,914 $1,110,000 -743
   BURNS WEALTH MANAGEMENT, INC. 284 - 2024-03-31 22,366 $923,000 -3,166
   FIRETHORN WEALTH PARTNERS LLC 49 - 2024-03-31 17,991 $742,000 -8,779
   DRIVE WEALTH MANAGEMENT LLC 135 - 2024-03-31 11,891 $490,000 -2,278
   Annapolis Financial Services LLC 67 - 2024-03-31 11,468 $473,000 -56,500
   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
   We Are One Seven LLC 782 - 2024-03-31 6,014 $248,000 -544
   LPL FINANCIAL CORP 4399 - 2024-03-31 4,926 $203,000 -482
   Strategic Investment Solutions Inc. /IL 117 - 2023-12-31 4,694 $194,000 -275,974
   EP WEALTH ADVISORS, INC. 747 - 2024-03-31 4,259 $176,000 -599
   Advisor Group Holdings Inc. 3935 - 2024-03-31 3,440 $142,000 -1,046
   J P MORGAN CHASE & CO 4368 - 2024-03-31 3,162 $130,000 -2,369
   Tortoise Investment Management LLC 276 - 2024-03-31 2,765 $114,000 -2,750
   UBS Group AG 5122 - 2024-03-31 1,941 $80,000 -66
   ELEVATE WEALTH ADVISORY INC 73 - 2024-03-31 1,919 $79,000 -3,009
  28 Records found
  1    
  Page 1 of 1
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