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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
   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
   DiNuzzo Private Wealth Inc. 4 - 2024-03-31 1,871,365 $56,122,000 -10,587
   Regal Wealth Group Inc. 2 - 2023-12-31 822,968 $22,121,000 -3,411
   Lakeshore Financial Planning Inc. 2 - 2023-12-31 609,521 $16,488,000 -16,053
   LIBERTY WEALTH MANAGEMENT LLC 11 - 2024-03-31 388,681 $11,660,000 -7,205
   Larson Financial Group LLC 31 - 2024-03-31 332,892 $9,983,000 -31,752
   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
   Goss Wealth Management LLC 352 - 2023-12-31 179,835 $4,849,000 -35,769
   M HOLDINGS SECURITIES, INC. 51 - 2023-12-31 133,574 $3,613,000 -4,526
   MODERA WEALTH MANAGEMENT, LLC 188 - 2023-12-31 114,602 $3,100,000 -436,270
   RETIREMENT GUYS FORMULA LLC 21 - 2024-03-31 75,153 $2,254,000 -36,852
   COLLECTIVE FAMILY OFFICE LLC 51 - 2024-03-31 51,792 $1,553,000 -739
   ESSEX FINANCIAL SERVICES INC 178 - 2024-03-31 42,303 $1,269,000 -2,805
   ENVESTNET ASSET MANAGEMENT INC 3119 - 2023-12-31 26,686 $722,000 -181
   MERCER GLOBAL ADVISORS INC /ADV 1149 - 2023-12-31 25,410 $687,000 -2,727
   Strategic Investment Solutions Inc. /IL 73 - 2023-12-31 21,267 $575,000 -365,182
   Oceanside Advisors LLC 26 - 2024-03-31 17,836 $535,000 -64
   My Personal CFO LLC 69 - 2024-03-31 14,235 $427,000 -1,131
   RCS Financial Planning LLC 58 - 2024-03-31 12,214 $366,000 -388
   Advisor Group Holdings Inc. 3547 - 2023-12-31 11,615 $314,000 -1,122
   McClarren Financial Advisors Inc. 66 - 2024-03-31 60 $209,000 -10,929
   Steward Partners Investment Advisory LLC 1446 - 2023-12-31 6,175 $167,000 -275
   Annapolis Financial Services LLC 174 - 2024-03-31 1,178 $35,000 -20,343
  25 Records found
  1    
  Page 1 of 1
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