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Get Institutions for : 
Dfa Dimensional Us Large Cap Value Etf (DFLV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CI Private Wealth LLC 145 - 2023-12-31 3,218,158 $87,051,000 402,805
   EP WEALTH ADVISORS, INC. 39 - 2023-12-31 1,940,225 $52,483,000 495,453
   TRUEPOINT, INC. 18 - 2023-12-31 1,428,483 $38,640,000 242,940
   EnRich Financial Partners LLC 1 - 2024-03-31 953,781 $28,604,000 38,469
   WPWealth LLP 4 - 2023-12-31 1,001,070 $27,079,000 204,462
   LPL FINANCIAL CORP 840 - 2023-12-31 800,988 $21,667,000 86,485
   Team Hewins LLC 9 - 2024-03-31 722,230 $21,660,000 18,812
   MATHER GROUP, INC. 31 - 2024-03-31 791,918 $21,421,000 16
   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
   PHILLIPS FINANCIAL MANAGEMENT LLC 20 - 2024-03-31 654,144 $19,618,000 120,964
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 16 - 2024-03-31 599,730 $17,986,000 52,386
   Quent Capital LLC 10 - 2024-03-31 579,822 $17,389,000 391,231
   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
   Index Fund Advisors Inc. 8 - 2023-12-31 605,684 $16,384,000 197,584
   ACORN CREEK CAPITAL LLC 3 - 2024-03-31 525,021 $15,745,000 22,754
   Corrigan Financial Inc. 10 - 2024-03-31 421,865 $12,652,000 165,241
   Tilson Financial Group Inc. 3 - 2024-03-31 417,525 $12,522,000 86,744
   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
   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
   VeraBank N.A. 9 - 2024-03-31 333,409 $9,999,000 29,055
   Evanson Asset Management LLC 26 - 2024-03-31 332,084 $9,959,000 128,811
   TRIAD FINANCIAL ADVISORS INC. 8 - 2023-09-30 396,447 $9,836,000 217,958
   Tobias Financial Advisors Inc. 10 - 2024-03-31 320,040 $9,598,000 34,785
   CARDIFF PARK ADVISORS LLC 15 - 2023-12-31 330,636 $9,572,000 303,581
   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
   Chicago Partners Investment Group LLC 68 - 2024-03-31 278,202 $8,090,000 35,632
   Austin Asset Management Co Inc 14 - 2024-03-31 241,954 $7,256,000 7,101
   Wescott Financial Advisory Group LLC 20 - 2023-12-31 232,975 $6,302,000 39,759
   Francis Financial Inc. 14 - 2024-03-31 178,440 $5,351,000 27,736
   Gemmer Asset Management LLC 37 - 2024-03-31 163,950 $4,917,000 7,742
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1328 - 2024-03-31 129,550 $3,885,000 16,867
   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
   Ronald Blue Trust Inc. 80 - 2024-03-31 104,136 $3,123,000 28,569
   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
   ELEVATE WEALTH ADVISORY INC 13 - 2024-03-31 94,548 $2,835,000 14,679
   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
   Glass Jacobson Investment Advisors llc 22 - 2024-03-31 90,777 $2,722,000 4,900
   Cordant Inc. 14 - 2024-03-31 83,811 $2,513,000 33,590
   Mustard Seed Financial LLC 10 - 2024-03-31 76,780 $2,303,000 33,500
   Envision Financial Planning LLC 14 - 2024-03-31 75,387 $2,261,000 11,740
   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
   Level Financial Advisors Inc. 26 - 2024-03-31 60,497 $1,814,000 31,712
   CRITERION CAPITAL ADVISORS LLC 28 - 2024-03-31 56,170 $1,685,000 6,955
   SC&H Financial Advisors Inc. 35 - 2024-03-31 53,151 $1,594,000 360
   SANDY SPRING BANK - 2023-12-31 54,393 $1,471,000 48,478
   Sprinkle Financial Consultants LLC 20 - 2024-03-31 44,799 $1,344,000 992
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1519 - 2024-03-31 44,808 $1,344,000 18,641
   DBK Financial Counsel LLC 21 - 2024-03-31 44,205 $1,326,000 21,490
   Compass Financial Group Inc. 29 - 2024-03-31 43,026 $1,290,000 5,060
   Gradient Capital Advisors LLC 49 - 2024-03-31 41,524 $1,245,000 5,495
   Investmark Advisory Group LLC 37 - 2023-12-31 43,858 $1,186,000 16,282
   TCI Wealth Advisors Inc. 69 - 2023-12-31 42,099 $1,139,000 20,358
   Private Advisor Group LLC 1151 - 2024-03-31 33,884 $1,016,000 7,370
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2846 - 2023-12-31 35,761 $967,000 8,359
   GEM Asset Management LLC 31 - 2024-03-31 33,493 $950,000 4,755
   Zhang Financial LLC 149 - 2024-03-31 31,252 $937,000 1,008
   MORRIS FINANCIAL CONCEPTS INC. 39 - 2024-03-31 26,826 $805,000 1,564
   Betterment LLC 200 - 2023-12-31 27,458 $743,000 17,120
   BUILDER INVESTMENT GROUP INC /ADV - 2023-12-31 24,585 $665,000 3,669
   Bromfield Sneider Wealth Advisors 26 - 2024-03-31 20,905 $627,000 28
   Equitable Holdings Inc. 719 - 2023-12-31 22,107 $598,000 13,959
   AIRE ADVISORS LLC 88 - 2023-12-31 19,252 $521,000 5,497
   WARNER FINANCIAL INC 87 - 2024-03-31 12,381 $371,000 3,031
   Asset Dedication LLC 249 - 2024-03-31 12,264 $368,000 10,808
   Baldrige Asset Management LLC 82 - 2023-03-31 14,460 $355,000 12,620
   Willow Creek Wealth Management Inc. 104 - 2023-12-31 12,592 $341,000 3,302
   Kestra Advisory Services LLC 1876 - 2023-12-31 10,366 $280,000 63
   Wealthcare Advisory Partners LLC 693 - 2024-03-31 9,035 $271,000 24
   Family CFO Inc 26 - 2024-03-31 8,460 $254,000 4,042
   BANK OF AMERICA CORP /DE/ 4883 - 2023-12-31 9,370 $253,000 595
   Qube Research & Technologies Ltd 2522 - 2023-12-31 6,000 $162,000 5,600
   ROYAL BANK OF CANADA 5076 - 2023-12-31 2,899 $79,000 2,639
   IFP Advisors Inc 1584 - 2023-12-31 1,500 $41,000 500
   LAM GROUP INC. 91 - 2024-03-31 620 $19,000 575
   City State Bank 427 - 2024-03-31 570 $17,000 10
  92 Records found
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