Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Dfa Dimensional Short-duration Fixed Income Etf (DFSD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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
   Planning Center Inc. 18 - 2024-03-31 48,776 $2,294,000 0
   DRIVE WEALTH MANAGEMENT LLC 122 - 2024-03-31 11,325 $533,000 0
   Passive Capital Management LLC. 37 - 2023-03-31 10,913 $509,000 0
   Shearwater Capital LLC 30 - 2024-03-31 8,570 $403,000 0
   BetterWealth LLC 49 - 2024-03-31 6,928 $326,000 0
   Kathleen S. Wright Associates Inc. 89 - 2024-03-31 6,668 $314,000 0
   Deschutes Portfolio Strategy LLC - 2024-03-31 6,500 $306,000 0
   PROEQUITIES INC. - 2024-03-31 5,342 $251,000 0
   DecisionPoint Financial LLC - 2024-03-31 1,597 $75,000 0
   Ronald Blue Trust Inc. - 2024-03-31 740 $35,000 0
   Orion Capital Management LLC 290 - 2023-12-31 600 $28,000 0
   Moisand Fitzgerald Tamayo LLC 215 - 2024-03-31 550 $26,000 0
   GRADIENT INVESTMENTS LLC 736 - 2024-03-31 99 $5,000 0
   BIDWELL C M & ASSOCIATES LTD/ 332 - 2023-12-31 113 $5,000 0
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us