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Get Institutions for : 
Dimensional International Value Etf (DFIV)  
$37.99 0.24 (0.64%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 449    23
Total shares held : 
 146,487,619  
% of shares held : 
 16.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   96  
Amount of shares held : 
 3,965,114  
% of shares held change : 
   0.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $32.06  
Last Quarter's Ending Price : 
 $34.36  
Last Quarter's Average Price : 
 $32.63  
Change from last quarter's     
avg. price to the last closing  : 
5.36 (16.43%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 1,810,596
 1.24%
 
Increased Positions :
202
 15,632,272
 10.67%
 
Unchanged Positions :
73
 5,382,009
 3.67%
 
Decreased Positions :
129
-12,267,430
-8.37%
 
Closed Positions :
22
-1,210,324
-0.83%
 
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
   BUCKINGHAM ASSET MANAGEMENT, LLC 6 - 2024-03-31 11,285,243 $414,733,000 259,293
   MERCER GLOBAL ADVISORS INC /ADV 20 - 2023-12-31 10,445,601 $358,911,000 1,130,524
   ENVESTNET ASSET MANAGEMENT INC 131 - 2023-12-31 9,923,660 $340,977,000 1,062,925
   SAVANT CAPITAL MANAGEMENT INC 6 - 2024-03-31 6,302,484 $231,616,000 249,861
   NORTHERN TRUST CORP 387 - 2023-12-31 6,493,332 $223,111,000 6,778
   PNC FINANCIAL SERVICES GROUP INC 112 - 2024-03-31 5,440,664 $199,944,000 693,210
   JANE STREET GROUP LLC 90 - 2023-12-31 4,044,637 $138,974,000 -4,283,195
   Index Fund Advisors Inc. 5 - 2023-12-31 3,694,909 $126,957,000 15,998
   HIGHTOWER ADVISORS, LLC 140 - 2024-03-31 2,781,729 $102,237,000 2,112,694
   MODERA WEALTH MANAGEMENT, LLC 14 - 2023-12-31 2,692,785 $92,524,000 2,661,925
   CREATIVE PLANNING 79 - 2023-12-31 2,660,328 $91,409,000 -47,338
   Plancorp LLC 5 - 2023-12-31 2,621,115 $90,061,000 20,502
   CI Private Wealth LLC 152 - 2024-03-31 2,308,920 $84,853,000 106,976
   RESOURCE CONSULTING GROUP INC 3 - 2023-12-31 2,314,169 $79,515,000 51,041
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 110 - 2024-03-31 2,041,996 $75,043,000 -34,722
   Buckingham Strategic Partners 7 - 2023-12-31 2,183,397 $75,022,000 -1,446,322
   Foster Group Inc. 7 - 2024-03-31 1,921,453 $70,613,000 -47
   Team Hewins LLC 2 - 2024-03-31 1,806,230 $66,379,000 47,989
   HPM Partners LLC - 2023-12-31 1,924,360 $66,121,000 42,796
   EMPIRICAL FINANCIAL SERVICES, LLC 13 - 2024-03-31 1,788,041 $65,711,000 50,987
   RSM US WEALTH MANAGEMENT LLC 11 - 2024-03-31 1,664,757 $61,177,000 26,808
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 214 - 2024-03-31 1,647,535 $60,547,000 -414,893
   Equius Partners Inc. 3 - 2022-12-31 1,952,148 $59,345,000 -134,130
   DIXON FNANCIAL SERVICES INC. 1 - 2024-03-31 1,412,969 $51,927,000 -3,197
   EP WEALTH ADVISORS, INC. 43 - 2023-12-31 1,496,217 $51,410,000 120,225
   JACKSON THORNTON ASSET MANAGEMENT LLC 4 - 2023-12-31 1,476,095 $50,719,000 -134,645
   LPL FINANCIAL CORP 582 - 2024-03-31 1,216,269 $44,698,000 64,455
   TCI Wealth Advisors Inc. 6 - 2024-03-31 1,206,165 $44,327,000 30,211
   Paragon Wealth Strategies LLC 2 *New 2023-12-31 1,252,443 $43,034,000 1,252,443
   Evanson Asset Management LLC 10 - 2024-03-31 1,158,697 $42,582,000 35,615
   Apella Capital LLC 11 - 2024-03-31 1,111,306 $41,363,000 59,325
   Falcon Wealth Planning 2 - 2024-03-31 1,104,197 $40,579,000 696,360
   Confluence Wealth Services Inc. 7 - 2024-03-31 1,078,804 $39,646,000 116,408
   Beaird Harris Wealth Management LLC 10 - 2023-12-31 1,102,585 $37,885,000 30,325
   True Link Financial Advisors LLC 9 - 2024-03-31 1,008,283 $37,054,000 -143,165
   UBS Group AG 833 - 2023-12-31 1,017,080 $34,947,000 10,490
   Relative Value Partners Group LLC 15 - 2023-12-31 998,179 $34,297,000 122,818
   Planning Center Inc. 5 - 2024-03-31 870,400 $31,987,000 2,056
   BKD WEALTH ADVISORS LLC 25 - 2024-03-31 850,759 $31,265,000 3,511
   ML & R WEALTH MANAGEMENT LLC 5 - 2023-12-31 893,887 $30,714,000 45,702
   STRATEGIC INVESTMENT ADVISORS, INC 13 - 2024-03-31 807,726 $29,684,000 31,027
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 10 - 2024-03-31 772,243 $28,380,000 28,392
   MBB PUBLIC MARKETS I LLC 15 - 2023-12-31 823,433 $28,293,000 -242,043
   Schoolcraft Capital LLC 8 - 2024-03-31 720,324 $26,472,000 8,529
   Willow Creek Wealth Management Inc. 10 - 2023-12-31 748,144 $25,706,000 -1,760
   KEB ASSET MANAGEMENT LLC 5 - 2024-03-31 698,455 $25,668,000 14,589
   Hill Investment Group Partners LLC 11 - 2023-12-31 719,465 $24,721,000 -16,287
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 265 - 2023-12-31 704,789 $24,217,000 -269,499
   Total Wealth Planning LLC 6 - 2024-03-31 650,579 $23,909,000 30,896
   Empowered Funds LLC 31 *New 2024-03-31 646,159 $23,746,000 646,159
   McGlone Suttner Wealth Management Inc. 7 - 2024-03-31 639,121 $23,488,000 80,817
   Beacon Pointe Advisors LLC 85 - 2023-12-31 665,267 $22,859,000 50,658
   ROYAL BANK OF CANADA 1086 - 2023-12-31 636,618 $21,874,000 24,505
   MERRIMAN WEALTH MANAGEMENT, LLC 16 - 2023-12-31 632,578 $21,735,000 -103,887
   Trinity Financial Advisors LLC 2 - 2024-03-31 590,198 $21,690,000 22,833
   Efficient Frontier Advisors LLC 4 - 2024-03-31 566,499 $20,819,000 18,862
   Sequoia Financial Advisors LLC 86 - 2024-03-31 563,974 $20,726,000 4,418
   CAPITAL PERFORMANCE ADVISORS LLP 4 - 2024-03-31 558,236 $20,515,000 -477
   Wealth Architects LLC 11 - 2023-12-31 596,104 $20,482,000 18,306
   BURNS WEALTH MANAGEMENT, INC. 34 - 2024-03-31 545,680 $20,054,000 57,974
   First Command Advisory Services Inc. 19 - 2024-03-31 539,143 $19,813,000 -225,220
   BANK OF AMERICA CORP /DE/ 1900 - 2023-12-31 508,989 $17,489,000 34,141
   BAYSHORE ASSET MANAGEMENT LLC 4 - 2023-12-31 508,011 $17,455,000 -557
   Lakeshore Financial Planning Inc. 3 - 2024-03-31 458,828 $16,862,000 2,441
   N.E.W. Advisory Services LLC 12 - 2024-03-31 455,035 $16,723,000 12,607
   CFS Investment Advisory Services LLC 6 - 2023-12-31 485,804 $16,692,000 26,389
   Forum Financial Management LP 25 - 2024-03-31 451,192 $16,581,000 -3,760
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 14 - 2024-03-31 444,354 $16,330,000 -8,000
   PBMares Wealth Management LLC 4 - 2024-03-31 440,433 $16,186,000 7,535
   CITADEL ADVISORS LLC 915 - 2023-12-31 463,693 $15,932,000 380,031
   McLean Asset Management Corp 4 - 2024-03-31 418,316 $15,570,000 -5,396
   J P MORGAN CHASE & CO 1835 - 2024-03-31 405,354 $14,897,000 -17,561
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 18 - 2024-03-31 400,646 $14,724,000 17,182
   Wescott Financial Advisory Group LLC 13 - 2023-12-31 421,357 $14,478,000 13,035
   BANK OF MONTREAL /CAN/ 776 - 2023-12-31 416,178 $14,312,000 405,359
   DOPKINS WEALTH MANAGEMENT LLC 4 - 2024-03-31 383,305 $14,086,000 34,471
   Disciplined Equity Management Inc. 5 - 2024-03-31 370,416 $13,613,000 3,372
   WELLS FARGO & CO/MN 1342 - 2024-03-31 369,868 $13,593,000 35,595
   Peirce Capital Management LLC 5 - 2024-03-31 365,190 $13,421,000 9,789
   Bridgeworth LLC - 2023-12-31 389,578 $13,386,000 -1,861
   Pathstone Holdings LLC 206 - 2023-12-31 387,412 $13,312,000 0
   Shearwater Capital LLC 3 - 2024-03-31 358,259 $13,166,000 -1,556
   KM Capital Management Ltd. 3 - 2023-12-31 373,616 $12,837,000 9,355
   Integrated Wealth Concepts LLC 112 - 2023-12-31 372,261 $12,791,000 -7,778
   First Command Financial Services Inc. 14 *New 2023-06-30 387,622 $12,733,000 387,622
   First Command Bank 14 *New 2023-06-30 387,622 $12,733,000 387,622
   COMMONWEALTH EQUITY SERVICES LLC. 677 - 2024-03-31 344,693 $12,667,000 -2,490
   FINANCIAL NETWORK 293 - 2023-12-31 367,908 $12,641,000 69,653
   Rather & Kittrell Inc. 9 - 2024-03-31 341,563 $12,552,000 -10,051
   PATHSTONE FAMILY OFFICE, LLC 140 - 2023-09-30 383,084 $12,496,000 -6,074
   FMFE Wealth Management LLC 4 - 2023-12-31 363,122 $12,477,000 0
   CAPTRUST FINANCIAL ADVISORS 329 - 2023-12-31 361,025 $12,405,000 4,570
   CLARIS ADVISORS LLC / MO / 6 - 2024-03-31 335,427 $12,327,000 2,269
   Fortress Wealth Management Inc. 4 - 2024-03-31 320,665 $11,784,000 13,116
   KRAFT ASSET MANAGEMENT LLC 4 - 2023-12-31 330,779 $11,366,000 2,126
   EnRich Financial Partners LLC 9 - 2024-03-31 308,207 $11,327,000 1,012
   Apeiron RIA LLC 6 - 2024-03-31 296,129 $10,883,000 5,015
   Rockefeller Capital Management L.P. 437 - 2023-12-31 309,339 $10,629,000 -45,590
   DiNuzzo Private Wealth Inc. 20 - 2024-03-31 273,390 $10,047,000 -1,700
   Meritas Wealth Management LLC 5 - 2024-03-31 269,603 $9,908,000 24,646
  100 Records found
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