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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
   JONES FINANCIAL COMPANIES LLLP 34 - 2024-03-31 11,665,328 $292,333,000 10,732,881
   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 817 - 2024-03-31 1,400,821 $35,105,000 43,335
   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
   BANK OF MONTREAL /CAN/ 640 - 2024-03-31 886,390 $22,213,000 106,136
   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
   TCI Wealth Advisors Inc. 13 - 2024-03-31 739,189 $18,524,000 48,517
   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
   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
   HPM Partners LLC 494 - 2024-03-31 346,930 $8,694,000 12,009
   Index Fund Advisors Inc. 11 - 2024-03-31 344,862 $8,642,000 56,284
   OLD MISSION CAPITAL LLC 74 - 2024-03-31 334,951 $8,394,000 296,703
   Wescott Financial Advisory Group LLC 19 - 2024-03-31 314,857 $7,890,000 33,181
   PERRITT CAPITAL MANAGEMENT INC 5 - 2024-03-31 302,048 $7,569,000 5,347
   Tillman Hartley LLC 11 - 2024-03-31 294,653 $7,384,000 272
   WEBSTERROGERS FINANCIAL ADVISORS LLC 14 - 2024-03-31 271,438 $6,802,000 57,461
   Beacon Pointe Advisors LLC 250 - 2024-03-31 240,608 $6,030,000 8,263
   CITADEL ADVISORS LLC 1617 - 2024-03-31 220,651 $5,530,000 220,651
   Tobias Financial Advisors Inc. 20 - 2024-03-31 219,499 $5,501,000 51,544
   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
   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
   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
   Buckingham Strategic Partners 140 - 2024-03-31 97,472 $2,443,000 35,605
   Schoolcraft Capital LLC 27 - 2024-03-31 91,862 $2,302,000 15,754
   MORGAN STANLEY 4378 - 2024-03-31 90,122 $2,258,000 26,315
   Integrity Wealth Solutions LLC 26 - 2024-03-31 88,535 $2,219,000 10,008
   Betterment LLC 153 - 2024-03-31 76,461 $1,916,000 13,087
   WARREN AVERETT ASSET MANAGEMENT, LLC 263 - 2024-03-31 75,229 $1,885,000 54,337
   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
   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
   First Pacific Financial 29 - 2024-03-31 54,672 $1,370,000 42,633
   MODERA WEALTH MANAGEMENT, LLC 264 - 2024-03-31 54,469 $1,365,000 173
   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
   Private Advisor Group LLC 1012 - 2024-03-31 53,241 $1,334,000 8,876
   ERn Financial LLC 77 - 2024-03-31 51,326 $1,286,000 2,741
   MML INVESTORS SERVICES LLC 1287 - 2024-03-31 49,503 $1,241,000 2,031
   Goss Wealth Management LLC 893 - 2024-03-31 48,124 $1,206,000 9,269
   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
   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
   MARINER WEALTH ADVISORS, LLC 1526 - 2024-03-31 38,064 $954,000 18,178
   MARYLAND CAPITAL ADVISORS INC. 34 - 2024-03-31 33,896 $849,000 2,496
   WEALTHSPAN PARTNERS LLC 39 - 2024-03-31 30,703 $769,000 3,424
   Kestra Advisory Services LLC 1457 - 2024-03-31 27,357 $686,000 13,843
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2038 - 2024-03-31 25,725 $645,000 14,475
   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
   PRINCIPAL SECURITIES INC. 648 - 2024-03-31 20,542 $515,000 6,495
   Colony Family Offices LLC 46 - 2024-03-31 19,840 $497,000 6,340
   DOPKINS WEALTH MANAGEMENT LLC 46 - 2024-03-31 18,854 $472,000 5,707
   BANK OF AMERICA CORP /DE/ 4440 - 2024-03-31 18,410 $461,000 16,035
   Sterling Wealth Management Inc. 65 - 2024-03-31 14,960 $375,000 5,489
   J P MORGAN CHASE & CO 3920 - 2024-03-31 14,079 $353,000 2,104
   Five Oceans Advisors 97 - 2024-03-31 13,989 $351,000 777
   AWM CAPITAL LLC 70 - 2024-03-31 13,914 $349,000 6
   Tranquility Partners LLC 158 - 2024-03-31 13,822 $346,000 1,042
   NorthCrest Asset Manangement LLC 443 - 2024-03-31 12,199 $306,000 361
   Quent Capital LLC 293 - 2024-03-31 9,227 $231,000 6,428
   Cherry Tree Wealth Management LLC 159 - 2024-03-31 7,552 $189,000 210
   Bromfield Sneider Wealth Advisors 47 - 2024-03-31 6,906 $173,000 3
   Tortoise Investment Management LLC 246 - 2024-03-31 6,297 $158,000 1,500
   Capital Investment Advisory Services LLC 565 - 2024-03-31 3,858 $97,000 3,737
   ROYAL BANK OF CANADA 5059 - 2024-03-31 1,449 $36,000 781
   Aptus Capital Advisors LLC 1116 - 2024-03-31 79 $2,000 53
  98 Records found
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