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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 129 - 2023-12-31 3,973,762 $96,046,000 101,441
   SAVANT CAPITAL MANAGEMENT INC 41 - 2023-12-31 1,612,502 $38,974,000 516,378
   ENVESTNET ASSET MANAGEMENT INC 791 - 2023-12-31 1,357,486 $32,810,000 46,257
   Larson Financial Group LLC 7 - 2023-12-31 1,098,618 $26,554,000 76,135
   PARK AVENUE SECURITIES LLC 47 - 2024-03-31 1,039,095 $26,040,000 135,420
   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
   EFFICIENT ADVISORS, LLC 26 - 2023-12-31 901,459 $21,788,000 24,890
   Total Wealth Planning LLC 8 - 2024-03-31 823,172 $20,629,000 39,980
   BANK OF MONTREAL /CAN/ 696 - 2023-12-31 780,254 $18,921,000 110,702
   Forum Financial Management LP 19 *New 2023-12-31 757,106 $18,299,000 757,106
   TCI Wealth Advisors Inc. 14 - 2023-12-31 690,672 $16,694,000 81,683
   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
   Planning Center Inc. 12 - 2024-03-31 444,873 $11,149,000 30,912
   Ballentine Capital Advisors Inc 7 - 2023-12-31 437,748 $10,366,000 0
   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
   WEBSTERROGERS FINANCIAL ADVISORS LLC 20 - 2023-12-31 213,977 $5,172,000 7,031
   Orion Portfolio Solutions LLC 304 - 2023-12-31 207,270 $4,953,000 -500,016
   Root Financial Partners LLC 13 - 2024-03-31 191,404 $4,797,000 41,170
   COMMONWEALTH EQUITY SERVICES LLC. 1185 - 2023-12-31 173,750 $4,200,000 81,303
   Tobias Financial Advisors Inc. 24 - 2023-12-31 167,955 $4,059,000 59,312
   Discipline Wealth Solutions LLC 8 - 2023-12-31 163,044 $3,861,000 0
   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
   ALESCO ADVISORS LLC 47 - 2023-12-31 145,543 $3,518,000 37,480
   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
   Tilson Financial Group Inc. 21 - 2024-03-31 111,032 $2,782,000 35,163
   Aurum Wealth Management Group LLC 37 - 2024-03-31 107,993 $2,706,000 12,171
   Sequoia Financial Advisors LLC - 2023-12-31 111,541 $2,696,000 16,830
   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
   BUCKINGHAM ASSET MANAGEMENT, LLC 220 - 2023-12-31 95,041 $2,297,000 60,816
   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
   Addison Advisors LLC 30 - 2023-12-31 82,695 $1,999,000 30,370
   DAVENPORT & CO LLC - 2023-12-31 82,589 $1,996,000 20,020
   Glass Jacobson Investment Advisors llc 48 - 2024-03-31 69,248 $1,735,000 5,173
   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
   Advisory Alpha LLC - 2023-12-31 67,859 $1,640,000 -3,262
   KESTRA PRIVATE WEALTH SERVICES LLC 419 - 2023-12-31 64,545 $1,560,000 30,779
   MORGAN STANLEY 4557 - 2023-12-31 63,807 $1,542,000 12,503
   Betterment LLC 146 - 2023-12-31 63,374 $1,532,000 12,449
   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
   Advisor Group Holdings Inc. 2166 - 2023-12-31 57,981 $1,401,000 -45,466
   First Pacific Financial 29 - 2024-03-31 54,672 $1,370,000 42,633
   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
   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
   DiNuzzo Private Wealth Inc. 26 - 2023-12-31 50,760 $1,227,000 0
   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
   Private Advisor Group LLC 1076 - 2023-12-31 44,365 $1,072,000 25,298
   Syverson Strege & Co 27 *New 2023-12-31 40,440 $977,000 40,440
   PFG Advisors 273 - 2023-12-31 39,749 $961,000 5,683
   Ruedi Wealth Management Inc. - 2023-12-31 39,278 $949,000 6,835
   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
   Trademark Financial Management LLC 36 - 2023-12-31 36,573 $884,000 0
   SAX WEALTH ADVISORS LLC 80 - 2023-12-31 36,418 $880,000 23,078
   Nelson Van Denburg & Campbell Wealth Management Gr 235 - 2023-12-31 35,556 $859,000 6,147
   MARYLAND CAPITAL ADVISORS INC. 34 - 2024-03-31 33,896 $849,000 2,496
   LPL FINANCIAL CORP 3196 - 2023-12-31 33,659 $814,000 -1,594
   Chicago Partners Investment Group LLC 347 - 2024-03-31 33,032 $810,000 -846
   Blume Capital Management Inc. 60 - 2023-12-31 32,750 $792,000 0
   PBMares Wealth Management LLC - 2023-12-31 32,175 $778,000 21,850
   Krasney Financial LLC 167 - 2024-03-31 30,659 $768,000 -808
   Ronald Blue Trust Inc. 193 - 2023-12-31 33,989 $746,000 8,306
   WEALTHSPAN PARTNERS LLC 36 - 2023-12-31 27,279 $659,000 2,736
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2038 - 2024-03-31 25,725 $645,000 14,475
   MB Generational Wealth LLC 23 - 2023-12-31 25,309 $612,000 0
   Keebeck Wealth Management LLC 161 *New 2023-12-31 24,410 $590,000 24,410
   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
   Cahill Wealth Management LLC 30 - 2023-12-31 22,627 $547,000 33
   Fortis Capital Management LLC 101 - 2023-12-31 21,245 $513,000 138
   WARREN AVERETT ASSET MANAGEMENT, LLC 296 *New 2023-12-31 20,892 $505,000 20,892
  100 Records found
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