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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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 281 - 2024-03-31 850,827 $40,023,000 95,051
   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
   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
   PHILLIPS FINANCIAL MANAGEMENT LLC 11 - 2024-03-31 624,410 $29,372,000 115,962
   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
   Rather & Kittrell Inc. 4 - 2024-03-31 550,493 $25,895,000 128,629
   Silicon Hills Wealth Management LLC 1 - 2023-06-30 519,477 $24,078,000 31,500
   RAM Investment Partners LLC - 2024-03-31 506,893 $23,844,000 21,057
   Grunden Financial Advisory Inc. 4 - 2024-03-31 439,971 $20,696,000 8,751
   JANE STREET GROUP LLC 525 - 2023-12-31 440,164 $20,692,000 209,038
   RFG Advisory Group LLC 21 - 2024-03-31 412,706 $19,414,000 19,667
   Rockwood Wealth Management LLC 13 - 2024-03-31 338,418 $15,919,000 41,667
   Valued Wealth Advisors LLC - 2024-03-31 327,024 $15,383,000 4,080
   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
   Root Financial Partners LLC 8 - 2024-03-31 258,872 $12,177,000 85,107
   GREAT OAK CAPITAL PARTNERS LLC 7 - 2024-03-31 246,222 $11,582,000 72,390
   RCS Financial Planning LLC 3 - 2024-03-31 243,189 $11,440,000 18,451
   SAX WEALTH ADVISORS LLC 16 - 2023-12-31 236,612 $11,123,000 100,109
   Allegiance Financial Group Advisory Services LLC - 2024-03-31 215,946 $10,158,000 36,906
   WPWealth LLP 9 - 2023-12-31 212,027 $9,967,000 203,217
   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
   AE Wealth Management LLC 445 - 2023-12-31 176,027 $8,268,000 104,941
   Peirce Capital Management LLC 9 - 2024-03-31 164,774 $7,751,000 31,590
   BCU Wealth Advisors LLC 3 - 2024-03-31 162,954 $7,665,000 28,300
   Concord Wealth Partners - 2024-03-31 160,161 $7,534,000 7,515
   CFS Investment Advisory Services LLC 16 - 2023-12-31 160,141 $7,528,000 4,921
   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
   SC&H Financial Advisors Inc. - 2024-03-31 132,211 $6,219,000 9,511
   FinDec Wealth Services Inc. 11 - 2023-12-31 124,538 $5,855,000 3,135
   White Wing Wealth Management 6 - 2024-03-31 120,332 $5,654,000 10,007
   Goss Wealth Management LLC 327 - 2023-12-31 116,992 $5,492,000 101,707
   Heritage Investment Group Inc. - 2024-03-31 116,283 $5,470,000 5,870
   Graves-Light Private Wealth Management Inc. 39 - 2023-12-31 113,960 $5,357,000 1,605
   Great Point Wealth Advisors LLC - 2023-12-31 109,687 $5,156,000 14,918
   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
   Chicago Partners Investment Group LLC 111 - 2024-03-31 100,193 $4,685,000 17,688
   Bay Harbor Wealth Management LLC 21 - 2024-03-31 98,667 $4,641,000 13,057
   Straight Path Wealth Management 11 - 2024-03-31 97,076 $4,566,000 11,625
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 690 - 2024-03-31 95,854 $4,509,000 11,882
   FirstPurpose Wealth LLC 10 - 2024-03-31 94,773 $4,442,000 8,775
   Gradient Capital Advisors LLC 19 - 2024-03-31 91,703 $4,314,000 15,849
   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
   Betterment LLC 104 - 2023-12-31 77,532 $3,645,000 15,110
   Lakeridge Wealth Management LLC - 2024-03-31 71,588 $3,368,000 4,654
   Henrickson Nauta Wealth Advisors Inc. 14 - 2024-03-31 69,437 $3,255,000 3,563
   Acorn Wealth Advisors LLC 11 - 2024-03-31 66,593 $3,133,000 8,668
   Private Advisor Group LLC - 2024-03-31 61,138 $2,876,000 13,177
   Apollon Wealth Management LLC - 2024-03-31 58,477 $2,751,000 12,977
   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
   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
   Envestnet Portfolio Solutions Inc. 564 - 2023-12-31 47,483 $2,232,000 524
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1249 - 2024-03-31 43,055 $2,025,000 5,481
   PFG Advisors 163 - 2023-12-31 41,405 $1,946,000 5,736
   LINCOLN NATIONAL CORP - 2024-03-31 41,290 $1,942,000 1,247
   Meredith Wealth Planning 12 - 2024-03-31 41,117 $1,934,000 8,020
   Arcadia Wealth Management LLC - 2023-12-31 39,225 $1,844,000 9,176
   SUTTON PLACE INVESTORS LLC 27 - 2024-03-31 38,932 $1,831,000 10,803
   EverSource Wealth Advisors LLC 114 - 2023-12-31 38,433 $1,807,000 2,609
   Disciplined Investments LLC 33 - 2024-03-31 36,828 $1,732,000 7,668
   Parker Financial LLC 16 - 2024-03-31 36,409 $1,713,000 11,504
   Steward Partners Investment Advisory LLC 553 - 2023-12-31 35,246 $1,657,000 4,315
   Foster Group Inc. 68 - 2024-03-31 32,818 $1,544,000 55
   PATHSTONE FAMILY OFFICE, LLC 590 - 2023-09-30 264,249 $1,372,000 235,351
   Shore Point Advisors LLC - 2024-03-31 29,000 $1,364,000 2,602
   Five Oceans Advisors 30 - 2024-03-31 28,795 $1,355,000 7
   TCP Asset Management LLC 31 - 2024-03-31 28,295 $1,331,000 2,346
   Farther Finance Advisors LLC 197 - 2023-12-31 27,935 $1,313,000 527
   PBMares Wealth Management LLC - 2024-03-31 26,614 $1,252,000 5,950
   MORRIS FINANCIAL CONCEPTS INC. 29 - 2024-03-31 25,430 $1,196,000 1,310
   QUARRY HILL ADVISORS LLC 22 - 2024-03-31 23,470 $1,104,000 590
   Index Fund Advisors Inc. 34 - 2023-12-31 22,046 $1,036,000 233
   Narus Financial Partners LLC 52 - 2024-03-31 19,759 $929,000 12,829
   Kestra Advisory Services LLC 1198 - 2023-12-31 18,446 $867,000 8,502
   USAdvisors Wealth Management LLC 68 - 2024-03-31 18,409 $866,000 6,316
   AMERICAN INVESTMENT SERVICES INC. 80 - 2023-12-31 18,014 $847,000 8,874
  100 Records found
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