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Get Institutions for : 
Dimensional International Value Etf (DFIV)  
$37.75 0.28 (0.75%) as of 4:30 Tue 5/14


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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  : 
5.12 (15.69%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   JANE STREET GROUP LLC 90 - 2023-12-31 4,044,637 $138,974,000 -4,283,195
   CREATIVE PLANNING 79 - 2023-12-31 2,660,328 $91,409,000 -47,338
   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
   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
   JACKSON THORNTON ASSET MANAGEMENT LLC 4 - 2023-12-31 1,476,095 $50,719,000 -134,645
   True Link Financial Advisors LLC 9 - 2024-03-31 1,008,283 $37,054,000 -143,165
   MBB PUBLIC MARKETS I LLC 15 - 2023-12-31 823,433 $28,293,000 -242,043
   Willow Creek Wealth Management Inc. 10 - 2023-12-31 748,144 $25,706,000 -1,760
   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
   MERRIMAN WEALTH MANAGEMENT, LLC 16 - 2023-12-31 632,578 $21,735,000 -103,887
   CAPITAL PERFORMANCE ADVISORS LLP 4 - 2024-03-31 558,236 $20,515,000 -477
   First Command Advisory Services Inc. 19 - 2024-03-31 539,143 $19,813,000 -225,220
   BAYSHORE ASSET MANAGEMENT LLC 4 - 2023-12-31 508,011 $17,455,000 -557
   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
   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
   Bridgeworth LLC - 2023-12-31 389,578 $13,386,000 -1,861
   Shearwater Capital LLC 3 - 2024-03-31 358,259 $13,166,000 -1,556
   Integrated Wealth Concepts LLC 112 - 2023-12-31 372,261 $12,791,000 -7,778
   COMMONWEALTH EQUITY SERVICES LLC. 677 - 2024-03-31 344,693 $12,667,000 -2,490
   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
   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
   Lauterbach Financial Advisors LLC 5 - 2024-03-31 263,173 $9,672,000 -10,378
   BAKER BOYER NATIONAL BANK 6 - 2024-03-31 241,722 $8,883,000 -5,743
   KOCHIS FITZ/QUINTILE LLC 40 - 2024-03-31 227,881 $8,375,000 -11,415
   Tillman Hartley LLC 10 - 2023-12-31 236,582 $8,129,000 -494
   STIFEL FINANCIAL CORP 874 - 2023-12-31 230,407 $7,917,000 -633
   WNY Asset Management LLC 21 - 2024-03-31 199,045 $7,315,000 -715
   RWM Asset Management LLC 33 - 2024-03-31 194,602 $7,152,000 -25,972
   Altiora Financial Group LLC 13 - 2024-03-31 189,499 $6,964,000 -2,730
   Symmetry Partner LLC 42 - 2024-03-31 178,485 $6,559,000 -97,494
   Financial Futures Ltd Liability Co. 7 - 2024-03-31 175,864 $6,463,000 -5,995
   MONTICELLO WEALTH MANAGEMENT LLC 38 - 2024-03-31 174,769 $6,423,000 -18,504
   Larson Financial Group LLC 47 - 2024-03-31 145,055 $5,331,000 -5,196
   Strategic Investment Solutions Inc. /IL 18 - 2023-12-31 149,807 $5,147,000 -3,575,203
   Envestnet Portfolio Solutions Inc. 442 - 2024-03-31 106,670 $3,920,000 -9,115
   Glass Jacobson Investment Advisors llc 12 - 2024-03-31 98,138 $3,607,000 -1,609
   Armbruster Capital Management Inc. 28 - 2024-03-31 92,687 $3,406,000 -1,625
   AWM CAPITAL LLC 25 - 2024-03-31 92,519 $3,400,000 -300
   Carlson Capital Management 26 - 2024-03-31 85,321 $3,136,000 -634,280
   RFG Advisory Group LLC 153 - 2024-03-31 83,192 $3,057,000 -2,857
   Private Ocean LLC 36 - 2024-03-31 80,292 $2,951,000 -741
   Bedel Financial Consulting Inc. 25 - 2024-03-31 80,154 $2,946,000 -846
   DELAP WEALTH ADVISORY LLC 18 - 2023-12-31 85,437 $2,936,000 -107,010
   FLOW TRADERS U.S. LLC 159 - 2023-12-31 85,103 $2,924,000 -81,919
   M&T BANK CORP 548 - 2024-03-31 75,002 $2,756,000 -72,045
   FUND EVALUATION GROUP LLC 24 - 2024-03-31 73,445 $2,699,000 -1,380
   Vista Wealth Management Group LLC 48 - 2024-03-31 73,286 $2,693,000 -296
   Stratos Wealth Partners LTD. 368 - 2024-03-31 71,411 $2,624,000 -382
   Cresset Asset Management LLC 472 - 2023-12-31 74,432 $2,557,000 -9,779
   BARNES PETTEY FINANCIAL ADVISORS LLC 12 - 2024-03-31 68,138 $2,504,000 -18,872
   SOUNDMARK WEALTH MANAGEMENT LLC 24 - 2024-03-31 67,587 $2,484,000 -370
   Allegiance Financial Group Advisory Services LLC 24 - 2024-03-31 66,289 $2,436,000 -1,933
   SENTINEL TRUST CO LBA 49 - 2023-12-31 67,135 $2,307,000 -123,000
   Verum Partners LLC 32 - 2024-03-31 57,249 $2,104,000 -2,625
   Breakwater Capital Group 53 - 2024-03-31 56,779 $2,087,000 -2,821
   Diversified Portfolios Inc. 52 - 2024-03-31 55,120 $2,026,000 -653
   CVA Family Office LLC 49 - 2024-03-31 53,427 $1,963,000 -9,010
   Advisor Group Holdings Inc. 1714 - 2024-03-31 52,912 $1,945,000 -44,924
   Jentner Corp 14 - 2023-12-31 54,535 $1,874,000 -1,369
   ARK & TLK INVESTMENTS LLC 23 - 2024-03-31 50,845 $1,869,000 -2,684
   Heritage Wealth Management Inc./Texas 12 - 2024-03-31 49,782 $1,830,000 -4,471
   Versant Capital Management Inc 37 - 2024-03-31 48,566 $1,785,000 -2,952
   KESTRA PRIVATE WEALTH SERVICES LLC 402 - 2024-03-31 48,440 $1,780,000 -7,341
   Yeomans Consulting Group Inc. 23 - 2024-03-31 47,757 $1,755,000 -214,537
   JFS WEALTH ADVISORS, LLC 85 - 2024-03-31 47,367 $1,741,000 -4,057
   Schubert & Co 4 - 2023-12-31 49,706 $1,708,000 -6,400
   Chicago Partners Investment Group LLC 239 - 2024-03-31 42,974 $1,567,000 -1,117
   TFO-TDC LLC 17 - 2023-12-31 44,148 $1,517,000 -5,901
   Sailer Financial LLC 22 - 2024-03-31 40,988 $1,506,000 -737
   AMERICAN INVESTMENT SERVICES INC. 63 - 2023-12-31 42,755 $1,469,000 -701
   Global Trust Asset Management LLC 41 - 2024-03-31 39,445 $1,450,000 -59
   Applied Capital LLC 21 - 2024-03-31 37,955 $1,395,000 -7,822
   Fifth Third Securities Inc. 135 - 2024-03-31 37,339 $1,372,000 -26,034
   WATERSHED PRIVATE WEALTH LLC 38 - 2024-03-31 37,053 $1,362,000 -71,060
   H D Vest Advisory Services 650 - 2024-03-31 36,588 $1,345,000 -12,865
   RAYMOND JAMES TRUST CO 406 - 2024-03-31 35,236 $1,295,000 -551
   Legacy CG LLC 37 - 2024-03-31 34,492 $1,268,000 -672
   Cherry Tree Wealth Management LLC 60 - 2024-03-31 31,949 $1,174,000 -267
   Valeo Financial Advisors LLC 223 - 2024-03-31 30,124 $1,095,000 -854
   Ellenbecker Investment Group 39 - 2024-03-31 29,484 $1,084,000 -5
   Kaye Capital Management 21 - 2024-03-31 29,248 $1,075,000 -10,473
   Rehmann Capital Advisory Group 194 - 2024-03-31 28,584 $1,050,000 -8
   Lutz Financial Services LLC 56 - 2024-03-31 28,514 $1,048,000 -289
   25 LLC 18 - 2024-03-31 27,456 $1,009,000 -173
   JT Stratford LLC 121 - 2023-12-31 26,369 $906,000 -89
   Quantum Financial Advisors LLC 52 - 2024-03-31 24,202 $889,000 -222
   BAKER TILLY FINANCIAL LLC 156 - 2024-03-31 21,851 $803,000 -1,083
   Level Financial Advisors Inc. 42 - 2024-03-31 21,230 $780,000 -25
   DFPG INVESTMENTS INC. 310 - 2023-12-31 20,941 $712,000 -6,128
   BANK OF NEW YORK MELLON CORP 3317 - 2024-03-31 18,718 $688,000 -2,951
   JANNEY MONTGOMERY SCOTT LLC 1730 - 2024-03-31 18,646 $685,000 -1,592
  100 Records found
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