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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
   LAM GROUP INC. 12 - 2024-03-31 98,173 $3,608,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 15 - 2024-03-31 80,663 $2,964,000 0
   REGIONS FINANCIAL CORP 328 - 2024-03-31 71,438 $2,625,000 0
   QUARRY HILL ADVISORS LLC 17 - 2024-03-31 40,990 $1,506,000 0
   FIRST WESTERN TRUST BANK 94 - 2023-12-31 24,178 $831,000 0
   Nicholas Hoffman & Company LLC. 155 - 2024-03-31 18,841 $692,000 0
   PrairieView Partners LLC 67 - 2024-03-31 17,483 $643,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 686 - 2023-12-31 17,416 $598,000 0
   BALLENTINE FINN & COMPANY INC 366 - 2024-03-31 15,313 $563,000 0
   Ironwood Wealth Management llc 97 - 2024-03-31 15,216 $559,000 0
   Archvest Wealth Advisors Inc. 38 - 2024-03-31 14,857 $543,000 0
   Blume Capital Management Inc. 63 - 2024-03-31 14,150 $520,000 0
   Five Oceans Advisors 63 - 2024-03-31 13,968 $513,000 0
   Heritage Financial Services LLC 63 - 2023-12-31 13,782 $474,000 0
   MILESTONE GROUP INC 140 - 2024-03-31 11,185 $411,000 0
   Waterfront Wealth Inc. 178 - 2023-12-31 11,387 $391,000 0
   Silver Oak Advisory Group Inc. 46 - 2024-03-31 10,208 $376,000 0
   CITIZENS FINANCIAL GROUP INC/RI 312 - 2024-03-31 10,703 $368,000 0
   FIRST NATIONAL CORP /MA/ /ADV 122 - 2024-03-31 10,678 $367,000 0
   Klingman & Associates LLC 172 - 2024-03-31 9,721 $357,000 0
   RTD Financial Advisors Inc. 89 - 2024-03-31 9,678 $356,000 0
   Cassady Schiller Wealth Management LLC 75 - 2023-12-31 9,697 $333,000 0
   Financial Symmetry Inc 27 - 2024-03-31 8,701 $320,000 0
   PRIVATE CAPITAL MANAGEMENT LLC 144 - 2024-03-31 8,472 $311,000 0
   PINNACLE FINANCIAL PARTNERS INC 372 - 2024-03-31 8,335 $306,000 0
   Single Point Partners LLC 58 - 2024-03-31 8,270 $304,000 0
   Capital Investment Advisors LLC 475 - 2024-03-31 8,216 $302,000 0
   BOS Asset Management LLC 107 - 2024-03-31 8,120 $298,000 0
   Brand Asset Management Group Inc. 63 - 2024-03-31 8,073 $297,000 0
   PROEQUITIES INC. 570 - 2024-03-31 7,900 $290,000 0
   FIDUCIARY TRUST CO 563 - 2023-12-31 7,791 $268,000 0
   Red Tortoise LLC 67 - 2024-03-31 7,288 $268,000 0
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 127 - 2024-03-31 7,021 $258,000 0
   Deschutes Portfolio Strategy LLC 168 - 2024-03-31 7,000 $257,000 0
   SHUFRO ROSE & CO LLC 247 - 2024-03-31 6,838 $251,000 0
   VERITY Wealth Advisors 68 - 2024-03-31 6,771 $249,000 0
   Goldstein Advisors LLC 128 - 2023-12-31 7,116 $245,000 0
   Clear Creek Financial Management LLC 378 - 2024-03-31 6,244 $229,000 0
   Rockwood Wealth Management LLC 75 - 2024-03-31 6,199 $228,000 0
   Accel Wealth Management 197 - 2024-03-31 6,039 $222,000 0
   Heritage Investment Group Inc. 98 - 2024-03-31 6,036 $222,000 0
   WETHERBY ASSET MANAGEMENT INC 825 - 2023-12-31 6,443 $221,000 0
   UMA Financial Services Inc. 158 - 2024-03-31 6,219 $221,000 0
   GRANDFIELD & DODD LLC 199 - 2024-03-31 5,856 $215,000 0
   Roble Belko & Company Inc 99 - 2024-03-31 5,184 $191,000 0
   McIlrath & Eck LLC 145 - 2024-03-31 3,678 $135,000 0
   Nalls Sherbakoff Group LLC 104 - 2023-12-31 3,689 $127,000 0
   Sage Mountain Advisors LLC 338 - 2024-03-31 3,329 $122,000 0
   Global Retirement Partners LLC 1012 - 2024-03-31 3,136 $115,000 0
   HARBOR INVESTMENT ADVISORY LLC 470 - 2024-03-31 2,460 $90,000 0
   Orion Capital Management LLC 188 - 2024-03-31 2,176 $80,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 222 - 2024-03-31 1,963 $72,000 0
   Pacific Center for Financial Services 156 - 2023-12-31 1,852 $64,000 0
   SITTNER & NELSON LLC 193 - 2024-03-31 1,721 $63,000 0
   Capital Advisors Ltd. LLC 434 - 2024-03-31 1,423 $52,000 0
   Private Wealth Management Group LLC 174 - 2024-03-31 1,146 $42,000 0
   DecisionPoint Financial LLC 93 - 2024-03-31 1,035 $38,000 0
   FIRST MANHATTAN CO 918 - 2023-12-31 1,066 $37,000 0
   Financial Advisory Service Inc. 363 - 2024-03-31 1,020 $37,000 0
   GRAND WEALTH MANAGEMENT LLC 62 - 2024-03-31 737 $27,000 0
   SYM FINANCIAL CORPORATION 146 - 2024-03-31 616 $23,000 0
   BARRETT & COMPANY INC. 358 - 2024-03-31 549 $20,000 0
   Key Financial Inc 589 - 2024-03-31 576 $20,000 0
   Sound Income Strategies LLC 688 - 2024-03-31 342 $13,000 0
   ZRC WEALTH MANAGEMENT LLC 343 - 2024-03-31 328 $12,000 0
   Signature Resources Capital Management LLC 193 - 2024-03-31 303 $10,000 0
   Bear Mountain Capital Inc. 128 - 2024-03-31 229 $8,000 0
   HBC Financial Services PLLC 175 - 2024-03-31 0 $0 0
  68 Records found
  1    
  Page 1 of 1
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