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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Pioneer Wealth Management Group 10 *New 2024-03-31 108,820 $5,119,000 108,820
   RENAISSANCE TECHNOLOGIES LLC 1538 *New 2023-12-31 79,700 $3,747,000 79,700
   Hemington Wealth Management 20 *New 2024-03-31 57,577 $2,709,000 57,577
   LifePro Asset Management 19 *New 2024-03-31 54,996 $2,587,000 54,996
   Steward Financial Group LLC 15 *New 2023-09-30 44,536 $2,065,000 44,536
   Simplicity WealthLLC 500 *New 2024-03-31 22,484 $1,058,000 22,484
   DELAP WEALTH ADVISORY LLC 45 *New 2023-12-31 11,861 $558,000 11,861
   MML INVESTORS SERVICES LLC 1705 *New 2023-12-31 11,516 $541,000 11,516
   HARTLINE INVESTMENT CORP/ 209 *New 2024-03-31 10,648 $501,000 10,648
   AXXCESS WEALTH MANAGEMENT LLC 509 *New 2023-12-31 10,613 $499,000 10,613
   WMS PARTNERS, LLC 161 *New 2023-12-31 10,573 $497,000 10,573
   Barry Investment Advisors LLC 73 *New 2024-03-31 10,370 $488,000 10,370
   Laurel Wealth Advisors Inc. 398 *New 2022-12-31 9,022 $416,000 9,022
   FINANCIAL NETWORK 2124 *New 2023-12-31 7,476 $351,000 7,476
   Cetera Investment Advisers 1755 *New 2023-12-31 6,623 $311,000 6,623
   Financial Symmetry Inc *New 2024-03-31 6,423 $302,000 6,423
   Sawtooth Asset Management Inc. 873 *New 2023-12-31 5,701 $268,000 5,701
   City State Bank 164 *New 2024-03-31 5,000 $235,000 5,000
   JACKSON THORNTON ASSET MANAGEMENT LLC 50 *New 2023-12-31 4,950 $233,000 4,950
   Relaxing Retirement Coach 71 *New 2023-06-30 4,545 $211,000 4,545
   EP WEALTH ADVISORS, INC. 722 *New 2023-12-31 4,107 $193,000 4,107
   MATHER GROUP, INC. 795 *New 2024-03-31 1,504 $71,000 1,504
   Global Retirement Partners LLC 1292 *New 2024-03-31 1,337 $63,000 1,337
   UBS Group AG 5265 *New 2023-12-31 1,071 $50,000 1,071
   Penserra Capital Management LLC 1117 *New 2023-12-31 158 $7,000 158
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2731 *New 2023-12-31 131 $6,000 131
   BAYSTATE WEALTH MANAGEMENT LLC 1246 *New 2023-12-31 4 $0 4
  27 Records found
  1    
  Page 1 of 1
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