Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Dfa Dimensional Us Large Cap Value Etf (DFLV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 153    24
Total shares held : 
 35,314,167  
% of shares held : 
 39.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   87  
Amount of shares held : 
 5,052,028  
% of shares held change : 
   5.61%  
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 :
29
 2,186,722
 6.19%
 
Increased Positions :
81
 4,391,848
 12.44%
 
Unchanged Positions :
25
 7,413,462
 20.99%
 
Decreased Positions :
18
-1,395,521
-3.95%
 
Closed Positions :
5
-131,021
-0.37%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Pathstone Holdings LLC 34 - 2023-12-31 3,229,783 $87,366,000 0
   CI Private Wealth LLC 145 - 2023-12-31 3,218,158 $87,051,000 402,805
   PATHSTONE FAMILY OFFICE, LLC 34 - 2023-09-30 2,842,817 $70,530,000 -160,227
   MOSAIC FAMILY WEALTH PARTNERS LLC 2 - 2023-12-31 2,083,625 $56,362,000 -126,655
   EP WEALTH ADVISORS, INC. 39 - 2023-12-31 1,940,225 $52,483,000 495,453
   DiNuzzo Private Wealth Inc. 4 - 2023-12-31 1,881,952 $50,907,000 0
   TRUEPOINT, INC. 18 - 2023-12-31 1,428,483 $38,640,000 242,940
   Cable Hill Partners LLC 7 - 2023-12-31 1,377,120 $37,113,000 153,628
   WPWealth LLP 4 - 2023-12-31 1,001,070 $27,079,000 204,462
   EnRich Financial Partners LLC 2 - 2023-12-31 915,312 $24,759,000 0
   Regal Wealth Group Inc. 2 - 2023-12-31 822,968 $22,121,000 -3,411
   LPL FINANCIAL CORP 840 - 2023-12-31 800,988 $21,667,000 86,485
   MATHER GROUP, INC. 31 - 2024-03-31 791,918 $21,421,000 16
   Resources Investment Advisors Inc. 58 *New 2023-12-31 781,663 $21,144,000 781,663
   GREAT OAK CAPITAL PARTNERS LLC 5 - 2024-03-31 681,849 $20,449,000 94,115
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 324 - 2024-03-31 661,986 $19,853,000 38,515
   Team Hewins LLC 9 - 2023-12-31 703,418 $19,027,000 56,786
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 16 - 2024-03-31 599,730 $17,986,000 52,386
   Summit Financial Strategies Inc. 11 *New 2023-12-31 650,374 $17,593,000 650,374
   Total Wealth Planning LLC 11 - 2024-03-31 574,832 $17,239,000 79,145
   Beacon Pointe Advisors LLC 120 - 2023-12-31 633,183 $17,128,000 84,533
   SRS Capital Advisors Inc. 20 - 2023-12-31 620,710 $16,790,000 29,375
   BANK OF MONTREAL /CAN/ 740 - 2023-12-31 607,737 $16,494,000 174,404
   Lakeshore Financial Planning Inc. 2 - 2023-12-31 609,521 $16,488,000 -16,053
   Index Fund Advisors Inc. 8 - 2023-12-31 605,684 $16,384,000 197,584
   PHILLIPS FINANCIAL MANAGEMENT LLC - 2023-12-31 533,180 $14,423,000 106,130
   ACORN CREEK CAPITAL LLC 4 - 2023-12-31 502,267 $13,586,000 0
   HIGHTOWER ADVISORS, LLC 613 - 2023-12-31 458,914 $12,408,000 77,724
   Relaxing Retirement Coach 7 - 2023-06-30 443,282 $11,259,000 118,856
   LIBERTY WEALTH MANAGEMENT LLC 11 - 2023-12-31 395,886 $10,709,000 -2,649
   Jentner Corp 8 - 2023-12-31 392,410 $10,615,000 274,320
   Schoolcraft Capital LLC 12 - 2024-03-31 352,625 $10,575,000 49,551
   Evanson Asset Management LLC 26 - 2024-03-31 332,084 $9,959,000 128,811
   Larson Financial Group LLC 29 - 2023-12-31 364,644 $9,864,000 51,968
   TRIAD FINANCIAL ADVISORS INC. 8 - 2023-09-30 396,447 $9,836,000 217,958
   CARDIFF PARK ADVISORS LLC 15 - 2023-12-31 330,636 $9,572,000 303,581
   Tilson Financial Group Inc. 4 - 2023-12-31 330,781 $8,948,000 160,756
   SAVANT CAPITAL MANAGEMENT INC 127 - 2023-12-31 324,222 $8,770,000 -83,644
   FinDec Wealth Services Inc. 4 - 2023-12-31 320,971 $8,682,000 -159,444
   Wealth Architects LLC 22 - 2023-12-31 317,778 $8,596,000 70,392
   RFG Advisory Group LLC 58 - 2024-03-31 281,124 $8,431,000 3,655
   VeraBank N.A. 9 - 2023-12-31 304,354 $8,233,000 50,886
   Tobias Financial Advisors Inc. 13 - 2023-12-31 285,255 $7,716,000 64,157
   STAGE HARBOR FINANCIAL LLC 3 - 2023-12-31 277,156 $7,497,000 0
   Corrigan Financial Inc. - 2023-12-31 256,624 $6,942,000 59,338
   Chicago Partners Investment Group LLC 77 - 2023-12-31 242,570 $6,540,000 28,317
   Lauer Wealth LLC 7 - 2024-03-31 222,700 $6,523,000 0
   Austin Asset Management Co Inc 13 - 2023-12-31 234,853 $6,353,000 9,249
   Wescott Financial Advisory Group LLC 20 - 2023-12-31 232,975 $6,302,000 39,759
   MONOGRAPH WEALTH ADVISORS LLC 13 *New 2023-12-31 230,175 $6,226,000 230,175
   Francis Financial Inc. 14 - 2024-03-31 178,440 $5,351,000 27,736
   Quent Capital LLC 31 - 2023-12-31 188,591 $5,101,000 69,960
   Goss Wealth Management LLC 352 - 2023-12-31 179,835 $4,849,000 -35,769
   Advisory Services & Investments LLC 12 - 2024-03-31 146,565 $4,395,000 21,358
   BURNS WEALTH MANAGEMENT, INC. 132 - 2023-12-31 157,082 $4,249,000 85,116
   Gemmer Asset Management LLC 40 - 2023-12-31 156,208 $4,225,000 9,314
   JANE STREET GROUP LLC 1746 *New 2023-12-31 139,088 $3,762,000 139,088
   M HOLDINGS SECURITIES, INC. 51 - 2023-12-31 133,574 $3,613,000 -4,526
   SAX WEALTH ADVISORS LLC 33 - 2023-12-31 132,345 $3,580,000 65,559
   Disciplined Investments LLC 16 - 2024-03-31 114,554 $3,435,000 13,025
   Diversified Portfolios Inc. 37 - 2023-12-31 122,179 $3,305,000 21,551
   MODERA WEALTH MANAGEMENT, LLC 188 - 2023-12-31 114,602 $3,100,000 -436,270
   COMMONWEALTH EQUITY SERVICES LLC. 1396 - 2023-12-31 112,683 $3,048,000 46,123
   Ruedi Wealth Management Inc. - 2023-12-31 111,676 $3,021,000 76,675
   LEGACY FINANCIAL GROUP INC. 23 - 2023-12-31 105,562 $2,855,000 39,697
   Peninsula Wealth LLC 20 - 2023-12-31 103,647 $2,804,000 4,279
   Vawter Financial Ltd. 14 - 2023-12-31 103,607 $2,803,000 44,911
   Pine Harbor Wealth Management LLC 14 - 2023-12-31 103,350 $2,796,000 0
   Cordant Inc. 14 - 2024-03-31 83,811 $2,513,000 33,590
   Glass Jacobson Investment Advisors llc - 2023-12-31 85,877 $2,323,000 14,449
   Mustard Seed Financial LLC 10 - 2024-03-31 76,780 $2,303,000 33,500
   RETIREMENT GUYS FORMULA LLC 21 - 2024-03-31 75,153 $2,254,000 -36,852
   ELEVATE WEALTH ADVISORY INC 16 - 2023-12-31 79,869 $2,160,000 0
   Vannoy Advisory Group Inc. 14 - 2023-12-31 77,731 $2,103,000 0
   Trinity Financial Advisors LLC 19 - 2024-03-31 70,039 $2,100,000 1,622
   AMERICAN INVESTMENT SERVICES INC. 53 - 2023-12-31 76,189 $2,061,000 48,131
   BFSG LLC 108 - 2024-03-31 65,953 $1,978,000 5,654
   MARYLAND CAPITAL ADVISORS INC. 23 - 2024-03-31 64,189 $1,925,000 6,370
   STUDIO INVESTMENT MANAGEMENT LLC 56 - 2023-12-31 70,639 $1,911,000 574
   Ronald Blue Trust Inc. 113 - 2023-12-31 75,567 $1,875,000 28,046
   Level Financial Advisors Inc. 26 - 2024-03-31 60,497 $1,814,000 31,712
   GOLDMAN SACHS GROUP INC/ 3222 *New 2023-12-31 63,957 $1,730,000 63,957
   Envision Financial Planning LLC - 2023-12-31 63,647 $1,722,000 5,472
   FINANCIAL COUNSELORS INC - 2023-12-31 62,938 $1,702,000 39,169
   CRITERION CAPITAL ADVISORS LLC 28 - 2024-03-31 56,170 $1,685,000 6,955
   Equius Partners Inc. *New 2022-12-31 67,090 $1,646,000 67,090
   COLLECTIVE FAMILY OFFICE LLC 51 - 2024-03-31 51,792 $1,553,000 -739
   SANDY SPRING BANK - 2023-12-31 54,393 $1,471,000 48,478
   SC&H Financial Advisors Inc. 38 - 2023-12-31 52,791 $1,428,000 1,955
   DBK Financial Counsel LLC 21 - 2024-03-31 44,205 $1,326,000 21,490
   Emprise Bank 33 - 2024-03-31 44,086 $1,322,000 0
   Gradient Capital Advisors LLC 49 - 2024-03-31 41,524 $1,245,000 5,495
   ESSEX FINANCIAL SERVICES INC 159 - 2023-12-31 45,108 $1,220,000 -22,715
   Investmark Advisory Group LLC 37 - 2023-12-31 43,858 $1,186,000 16,282
   Sprinkle Financial Consultants LLC 18 - 2023-12-31 43,807 $1,185,000 0
   TCI Wealth Advisors Inc. 69 - 2023-12-31 42,099 $1,139,000 20,358
   H D Vest Advisory Services 667 *New 2023-12-31 41,380 $1,119,000 41,380
   Compass Financial Group Inc. 30 - 2023-12-31 37,966 $1,027,000 5,713
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2846 - 2023-12-31 35,761 $967,000 8,359
   Zhang Financial LLC 143 *New 2023-12-31 30,244 $818,000 30,244
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us