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Get Institutions for : 
Dfa Dimensional Short-duration Fixed Income Etf (DFSD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 198    12
Total shares held : 
 25,158,688  
% of shares held : 
 27.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   74  
Amount of shares held : 
 4,639,436  
% of shares held change : 
   5.15%  
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 :
23
 366,131
 1.46%
 
Increased Positions :
103
 7,021,813
 27.91%
 
Unchanged Positions :
31
 3,924,013
 15.6%
 
Decreased Positions :
41
-2,586,570
-10.28%
 
Closed Positions :
11
-161,938
-0.64%
 
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
   Beaird Harris Wealth Management LLC 2 - 2023-12-31 2,037,607 $95,788,000 294,409
   DiNuzzo Private Wealth Inc. 1 - 2023-12-31 1,996,592 $93,860,000 0
   Resources Investment Advisors Inc. 18 - 2023-12-31 1,267,618 $59,591,000 1,224,914
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2 - 2024-03-31 1,017,050 $47,842,000 96,397
   BUCKINGHAM ASSET MANAGEMENT, LLC 29 - 2023-12-31 934,771 $43,944,000 765,902
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 143 - 2023-12-31 837,526 $39,372,000 -18,759
   Apella Capital LLC 14 - 2024-03-31 804,918 $37,855,000 62,121
   Great Waters Wealth Management 6 - 2024-03-31 800,080 $37,636,000 155,371
   COMMONWEALTH EQUITY SERVICES LLC. 289 - 2023-12-31 755,776 $35,529,000 196,584
   ENVESTNET ASSET MANAGEMENT INC 777 - 2023-12-31 719,316 $33,815,000 29,942
   SAVANT CAPITAL MANAGEMENT INC 51 - 2023-12-31 633,428 $29,777,000 230,314
   TRIAD FINANCIAL ADVISORS INC. 3 - 2023-09-30 616,393 $28,588,000 124,839
   HIGHTOWER ADVISORS, LLC 379 - 2023-12-31 602,624 $28,330,000 583,103
   Buckingham Strategic Partners 19 - 2023-12-31 553,100 $26,001,000 299,945
   Silicon Hills Wealth Management LLC 1 - 2023-06-30 519,477 $24,078,000 31,500
   PHILLIPS FINANCIAL MANAGEMENT LLC - 2023-12-31 508,448 $23,902,000 75,347
   BURNEY CO/ 14 - 2023-12-31 500,762 $23,541,000 -104,135
   RAM Investment Partners LLC 5 - 2023-12-31 485,836 $22,839,000 93,366
   Mattern Wealth Management LLC 3 - 2023-12-31 484,970 $22,798,000 -101,372
   JANE STREET GROUP LLC 525 - 2023-12-31 440,164 $20,692,000 209,038
   Grunden Financial Advisory Inc. 4 - 2023-12-31 431,220 $20,272,000 0
   Rather & Kittrell Inc. 5 - 2023-12-31 421,864 $19,832,000 54,035
   RFG Advisory Group LLC 21 - 2024-03-31 412,706 $19,414,000 19,667
   WARREN AVERETT ASSET MANAGEMENT, LLC 28 - 2023-12-31 412,765 $19,404,000 -112,686
   Valued Wealth Advisors LLC 2 - 2023-12-31 322,944 $14,978,000 0
   Rockwood Wealth Management LLC 12 - 2023-12-31 296,751 $13,950,000 20,490
   SJS Investment Consulting Inc. 5 - 2024-03-31 295,356 $13,894,000 28,397
   BANK OF AMERICA CORP /DE/ 2081 - 2023-12-31 295,438 $13,889,000 113,192
   Onyx Financial Advisors LLC 3 - 2024-03-31 282,109 $13,270,000 36,080
   LEGACY FINANCIAL GROUP INC. 6 - 2023-12-31 274,910 $12,924,000 18,908
   PARK AVENUE SECURITIES LLC 92 - 2024-03-31 266,885 $12,554,000 1,342
   GREAT OAK CAPITAL PARTNERS LLC 7 - 2024-03-31 246,222 $11,582,000 72,390
   SAX WEALTH ADVISORS LLC 16 - 2023-12-31 236,612 $11,123,000 100,109
   Signature Resources Capital Management LLC 3 - 2024-03-31 230,165 $10,820,000 -9,221
   Vestmark Advisory Solutions Inc. 35 - 2023-12-31 225,047 $10,579,000 -209,253
   RCS Financial Planning LLC 4 - 2023-12-31 224,738 $10,565,000 -40,100
   WPWealth LLP 9 - 2023-12-31 212,027 $9,967,000 203,217
   Oceanside Advisors LLC 3 - 2023-12-31 211,271 $9,932,000 0
   CLIENT 1ST ADVISORY GROUP LLC 6 - 2023-12-31 209,354 $9,842,000 74,136
   Dynamic Advisors Solutions LLC 84 - 2024-03-31 188,443 $8,864,000 11,684
   LPL FINANCIAL CORP 1341 - 2023-12-31 182,933 $8,600,000 5,735
   Allegiance Financial Group Advisory Services LLC - 2023-12-31 179,040 $8,417,000 18,479
   AE Wealth Management LLC 445 - 2023-12-31 176,027 $8,268,000 104,941
   Root Financial Partners LLC 8 - 2023-12-31 173,765 $8,169,000 42,105
   Peirce Capital Management LLC 9 - 2024-03-31 164,774 $7,751,000 31,590
   CFS Investment Advisory Services LLC 16 - 2023-12-31 160,141 $7,528,000 4,921
   Concord Wealth Partners 19 *New 2023-12-31 152,646 $7,176,000 152,646
   Waypoint Capital Advisors LLC - 2023-12-31 144,863 $6,810,000 33,970
   Ruedi Wealth Management Inc. - 2023-12-31 143,741 $6,757,000 61,540
   CI Private Wealth LLC 617 - 2023-12-31 143,410 $6,742,000 132,000
   Tillman Hartley LLC 13 - 2023-12-31 143,402 $6,741,000 7,118
   Sequoia Financial Advisors LLC - 2023-12-31 137,669 $6,472,000 11,338
   BCU Wealth Advisors LLC 3 - 2023-12-31 134,654 $6,330,000 0
   FinDec Wealth Services Inc. 11 - 2023-12-31 124,538 $5,855,000 3,135
   Kooman & Associates 9 - 2023-12-31 124,467 $5,851,000 -7,165
   SC&H Financial Advisors Inc. 15 - 2023-12-31 122,700 $5,768,000 34,634
   White Wing Wealth Management 6 - 2024-03-31 120,332 $5,654,000 10,007
   Tortoise Investment Management LLC 39 - 2023-12-31 118,156 $5,555,000 -2,313
   Goss Wealth Management LLC 327 - 2023-12-31 116,992 $5,492,000 101,707
   Graves-Light Private Wealth Management Inc. 39 - 2023-12-31 113,960 $5,357,000 1,605
   HANSON MCCLAIN, INC. - 2023-12-31 111,489 $5,241,000 -18,308
   Heritage Investment Group Inc. 14 - 2023-12-31 110,413 $5,191,000 5,225
   Great Point Wealth Advisors LLC - 2023-12-31 109,687 $5,156,000 14,918
   Pioneer Wealth Management Group 10 *New 2024-03-31 108,820 $5,119,000 108,820
   PURE FINANCIAL ADVISORS, INC. 71 - 2024-03-31 104,908 $4,935,000 958
   FAMILY WEALTH PARTNERS LLC 14 - 2024-03-31 103,388 $4,863,000 40,767
   AWM CAPITAL LLC 24 - 2024-03-31 103,215 $4,855,000 5,829
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 690 - 2024-03-31 95,854 $4,509,000 11,882
   Gradient Capital Advisors LLC 19 - 2024-03-31 91,703 $4,314,000 15,849
   Bay Harbor Wealth Management LLC - 2023-12-31 85,610 $4,025,000 26,573
   Straight Path Wealth Management - 2023-12-31 85,451 $4,017,000 6,852
   Chicago Partners Investment Group LLC 120 - 2023-12-31 82,505 $3,873,000 22,855
   CPA Asset Management LLC 10 - 2023-12-31 81,265 $3,820,000 26,051
   IFP Advisors Inc 111 - 2023-12-31 80,491 $3,784,000 48,940
   MERCER GLOBAL ADVISORS INC /ADV 542 - 2023-12-31 80,127 $3,767,000 15,922
   RENAISSANCE TECHNOLOGIES LLC 1538 *New 2023-12-31 79,700 $3,747,000 79,700
   Betterment LLC 104 - 2023-12-31 77,532 $3,645,000 15,110
   Henrickson Nauta Wealth Advisors Inc. 14 - 2024-03-31 69,437 $3,255,000 3,563
   Lakeridge Wealth Management LLC 11 - 2023-12-31 66,934 $3,147,000 0
   FirstPurpose Wealth LLC 14 - 2023-09-30 67,812 $3,145,000 1,843
   Orion Portfolio Solutions LLC 458 - 2023-12-31 61,268 $2,870,000 -22,014
   Acorn Wealth Advisors LLC 12 - 2023-12-31 57,925 $2,723,000 5,698
   BB&T CORP 1103 - 2023-12-31 57,001 $2,680,000 -21,130
   MARYLAND CAPITAL ADVISORS INC. 15 - 2024-03-31 54,785 $2,577,000 -2
   Vermillion & White Wealth Management Group LLC 11 - 2023-12-31 53,272 $2,504,000 0
   Essential Planning LLC. 16 - 2023-12-31 53,193 $2,501,000 10,650
   ROYAL BANK OF CANADA 2403 - 2023-12-31 52,367 $2,461,000 14,304
   Hutchens & Kramer Investment Management Group LLC - 2023-12-31 52,139 $2,451,000 8,638
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1693 - 2023-12-31 51,598 $2,426,000 35,750
   Beacon Pointe Advisors LLC 431 - 2023-12-31 50,867 $2,391,000 15,768
   Planning Center Inc. - 2023-12-31 48,776 $2,293,000 0
   Private Advisor Group LLC 715 - 2023-12-31 47,961 $2,255,000 11,567
   Envestnet Portfolio Solutions Inc. 564 - 2023-12-31 47,483 $2,232,000 524
   Shira Ridge Wealth Management 22 - 2024-03-31 46,508 $2,188,000 -2,833
   Apollon Wealth Management LLC 241 - 2023-12-31 45,500 $2,139,000 3,500
   WEALTHSOURCE PARTNERS LLC 120 - 2023-12-31 44,722 $2,102,000 4,981
   Advisor Group Holdings Inc. 1830 - 2023-12-31 43,963 $2,067,000 22,849
   Integrated Wealth Concepts LLC 464 - 2023-12-31 43,968 $2,067,000 115
   Steward Financial Group LLC 15 *New 2023-09-30 44,536 $2,065,000 44,536
   PFG Advisors 163 - 2023-12-31 41,405 $1,946,000 5,736
  100 Records found
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