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Get Institutions for : 
Dfa Dimensional International Small Cap Etf (DFIS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 148    10
Total shares held : 
 31,592,851  
% of shares held : 
 35.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   72  
Amount of shares held : 
 2,915,495  
% of shares held change : 
   3.24%  
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 :
16
 1,016,291
 3.22%
 
Increased Positions :
86
 3,256,750
 10.31%
 
Unchanged Positions :
22
 1,066,209
 3.37%
 
Decreased Positions :
24
-1,212,719
-3.84%
 
Closed Positions :
6
-144,827
-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
   MATHER GROUP, INC. 13 - 2024-03-31 6,198,921 $149,828,000 -27,281
   CI Private Wealth LLC 131 - 2024-03-31 4,083,703 $102,338,000 109,941
   SAVANT CAPITAL MANAGEMENT INC 29 - 2024-03-31 2,183,728 $54,724,000 571,226
   ENVESTNET ASSET MANAGEMENT INC 791 - 2023-12-31 1,357,486 $32,810,000 46,257
   Larson Financial Group LLC 6 - 2024-03-31 1,066,516 $26,727,000 -32,102
   PARK AVENUE SECURITIES LLC 47 - 2024-03-31 1,039,095 $26,040,000 135,420
   EFFICIENT ADVISORS, LLC 25 - 2024-03-31 942,616 $23,622,000 41,157
   Evanson Asset Management LLC 15 - 2024-03-31 916,541 $22,969,000 80,947
   JONES FINANCIAL COMPANIES LLLP 68 - 2023-12-31 932,447 $22,537,000 833,321
   Total Wealth Planning LLC 8 - 2024-03-31 823,172 $20,629,000 39,980
   Forum Financial Management LP 20 - 2024-03-31 799,532 $20,036,000 42,426
   BANK OF MONTREAL /CAN/ 696 - 2023-12-31 780,254 $18,921,000 110,702
   TCI Wealth Advisors Inc. 13 - 2024-03-31 739,189 $18,524,000 48,517
   CLS INVESTMENT FIRM LLC 80 *New 2022-12-31 684,779 $14,730,000 684,779
   MERRIMAN WEALTH MANAGEMENT, LLC 22 - 2023-12-31 572,860 $13,846,000 5,837
   JANE STREET GROUP LLC 784 - 2023-12-31 519,359 $12,553,000 -388,671
   Edmonds Duncan Registered Investment Advisors LLC 10 - 2024-03-31 466,795 $11,698,000 6,692
   Ballentine Capital Advisors Inc 7 - 2024-03-31 452,782 $11,310,000 15,034
   Planning Center Inc. 12 - 2024-03-31 444,873 $11,149,000 30,912
   AIRE ADVISORS LLC 13 - 2023-12-31 405,910 $9,815,000 -66,943
   BKD WEALTH ADVISORS LLC 58 - 2024-03-31 390,997 $9,798,000 7,734
   Corrigan Financial Inc. 12 - 2024-03-31 370,194 $9,277,000 101,415
   MERCER GLOBAL ADVISORS INC /ADV 322 - 2023-12-31 382,590 $9,247,000 -36,086
   HPM Partners LLC - 2023-12-31 334,921 $8,095,000 16,760
   PERRITT CAPITAL MANAGEMENT INC 4 - 2023-12-31 296,701 $7,171,000 5,567
   Tillman Hartley LLC 12 - 2023-12-31 294,381 $7,115,000 3,126
   Index Fund Advisors Inc. 11 - 2023-12-31 288,578 $6,975,000 93,400
   Wescott Financial Advisory Group LLC 18 - 2023-12-31 281,676 $6,808,000 -7,839
   Beacon Pointe Advisors LLC 251 - 2023-12-31 232,345 $5,616,000 -1,126
   Tobias Financial Advisors Inc. 20 - 2024-03-31 219,499 $5,501,000 51,544
   WEBSTERROGERS FINANCIAL ADVISORS LLC 20 - 2023-12-31 213,977 $5,172,000 7,031
   BUCKINGHAM ASSET MANAGEMENT, LLC 148 - 2024-03-31 199,309 $4,995,000 104,268
   Root Financial Partners LLC 13 - 2024-03-31 191,404 $4,797,000 41,170
   COMMONWEALTH EQUITY SERVICES LLC. 1207 - 2024-03-31 185,434 $4,647,000 11,684
   Discipline Wealth Solutions LLC 8 - 2024-03-31 185,167 $4,625,000 22,123
   ALESCO ADVISORS LLC 41 - 2024-03-31 182,683 $4,578,000 37,140
   Abacus Planning Group Inc. 21 - 2024-03-31 153,439 $3,845,000 10,879
   ACORN CREEK CAPITAL LLC 11 - 2024-03-31 152,368 $3,818,000 8,130
   COLLECTIVE FAMILY OFFICE LLC 24 - 2024-03-31 150,456 $3,770,000 -8,266
   Dynamic Advisors Solutions LLC 227 - 2024-03-31 130,634 $3,274,000 12,141
   Disciplined Investments LLC 18 - 2024-03-31 126,581 $3,172,000 11,669
   Sequoia Financial Advisors LLC 263 - 2024-03-31 122,720 $3,075,000 11,179
   Orion Portfolio Solutions LLC 497 - 2024-03-31 114,897 $2,879,000 -92,373
   Tilson Financial Group Inc. 21 - 2024-03-31 111,032 $2,782,000 35,163
   Addison Advisors LLC 29 - 2024-03-31 108,430 $2,717,000 25,735
   Aurum Wealth Management Group LLC 37 - 2024-03-31 107,993 $2,706,000 12,171
   DAVENPORT & CO LLC 383 - 2024-03-31 103,654 $2,598,000 21,065
   LAM GROUP INC. 16 - 2024-03-31 101,935 $2,554,000 17,410
   Spire Wealth Management 221 - 2024-03-31 98,542 $2,469,000 805
   Schoolcraft Capital LLC 27 - 2024-03-31 91,862 $2,302,000 15,754
   Integrity Wealth Solutions LLC 26 - 2024-03-31 88,535 $2,219,000 10,008
   Resource Planning Group 23 - 2023-12-31 86,980 $2,102,000 -20,889
   Betterment LLC 153 - 2024-03-31 76,461 $1,916,000 13,087
   Advisory Alpha LLC 122 - 2024-03-31 69,798 $1,749,000 1,939
   Glass Jacobson Investment Advisors llc 48 - 2024-03-31 69,248 $1,735,000 5,173
   KESTRA PRIVATE WEALTH SERVICES LLC 411 - 2024-03-31 68,116 $1,707,000 3,571
   IAG Wealth Partners LLC 40 - 2024-03-31 67,107 $1,682,000 7,344
   Austin Asset Management Co Inc 21 - 2024-03-31 66,457 $1,665,000 9,236
   Level Financial Advisors Inc. 28 - 2024-03-31 65,753 $1,648,000 37,763
   MORGAN STANLEY 4557 - 2023-12-31 63,807 $1,542,000 12,503
   Buckingham Strategic Partners 127 - 2023-12-31 61,867 $1,495,000 38,255
   AdvisorNet Financial Inc 157 - 2024-03-31 58,196 $1,458,000 -50,274
   MORRIS FINANCIAL CONCEPTS INC. 26 - 2024-03-31 57,410 $1,439,000 26,221
   Provident Wealth Management LLC 32 - 2024-03-31 56,997 $1,428,000 2,484
   DiNuzzo Private Wealth Inc. 30 - 2024-03-31 56,634 $1,419,000 5,874
   49 WEALTH MANAGEMENT LLC 32 - 2024-03-31 56,203 $1,404,000 14,253
   Advisor Group Holdings Inc. 1992 - 2024-03-31 55,552 $1,392,000 -2,429
   First Pacific Financial 29 - 2024-03-31 54,672 $1,370,000 42,633
   Nelson Van Denburg & Campbell Wealth Management Gr 227 - 2024-03-31 53,920 $1,351,000 18,364
   McNamara Financial Services Inc. 24 - 2024-03-31 53,649 $1,344,000 6,118
   CREATIVE PLANNING 1088 - 2023-12-31 55,526 $1,342,000 9,719
   Private Advisor Group LLC 1012 - 2024-03-31 53,241 $1,334,000 8,876
   MODERA WEALTH MANAGEMENT, LLC 263 - 2023-12-31 54,296 $1,312,000 12,428
   ERn Financial LLC 77 - 2024-03-31 51,326 $1,286,000 2,741
   LPL FINANCIAL CORP 2968 - 2024-03-31 47,604 $1,193,000 13,945
   Relaxing Retirement Coach 35 - 2023-06-30 51,150 $1,167,000 3,086
   MML INVESTORS SERVICES LLC 1265 - 2023-12-31 47,472 $1,147,000 2,292
   Column Capital Advisors LLC 60 - 2023-09-30 51,213 $1,124,000 2,908
   Ruedi Wealth Management Inc. 21 - 2024-03-31 44,566 $1,117,000 5,288
   PFG Advisors 275 - 2024-03-31 42,421 $1,063,000 2,672
   PBMares Wealth Management LLC 59 - 2024-03-31 41,323 $1,036,000 9,148
   Syverson Strege & Co 27 - 2024-03-31 40,590 $1,017,000 150
   Ronald Blue Trust Inc. 176 - 2024-03-31 38,401 $962,000 4,412
   CARDIFF PARK ADVISORS LLC 96 - 2023-12-31 38,869 $939,000 5,039
   OLD MISSION CAPITAL LLC 449 - 2023-12-31 38,248 $924,000 -57,117
   Goss Wealth Management LLC 963 *New 2023-12-31 38,855 $911,000 38,855
   SAX WEALTH ADVISORS LLC 80 - 2023-12-31 36,418 $880,000 23,078
   MARYLAND CAPITAL ADVISORS INC. 34 - 2024-03-31 33,896 $849,000 2,496
   Blume Capital Management Inc. 61 - 2024-03-31 32,750 $821,000 0
   Chicago Partners Investment Group LLC 347 - 2024-03-31 33,032 $810,000 -846
   Aspire Wealth Management Corp 40 *New 2024-03-31 31,342 $785,000 31,342
   WEALTHSPAN PARTNERS LLC 39 - 2024-03-31 30,703 $769,000 3,424
   Krasney Financial LLC 167 - 2024-03-31 30,659 $768,000 -808
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2038 - 2024-03-31 25,725 $645,000 14,475
   MB Generational Wealth LLC 24 - 2024-03-31 24,948 $625,000 -361
   Keebeck Wealth Management LLC 161 *New 2023-12-31 24,410 $590,000 24,410
   Cahill Wealth Management LLC 34 - 2024-03-31 22,620 $567,000 -7
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3294 *New 2024-03-31 22,297 $559,000 22,297
   Ausdal Financial Partners Inc. 249 - 2024-03-31 22,068 $553,000 2,838
   Elwood & Goetz Wealth Advisory Group LLC 47 - 2024-03-31 22,039 $552,000 437
  100 Records found
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