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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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 143 - 2023-12-31 837,526 $39,372,000 -18,759
   BURNEY CO/ 14 - 2023-12-31 500,762 $23,541,000 -104,135
   Mattern Wealth Management LLC 3 - 2023-12-31 484,970 $22,798,000 -101,372
   WARREN AVERETT ASSET MANAGEMENT, LLC 28 - 2023-12-31 412,765 $19,404,000 -112,686
   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
   Oceanside Advisors LLC 4 - 2024-03-31 207,721 $9,771,000 -3,550
   Waypoint Capital Advisors LLC - 2024-03-31 143,057 $6,729,000 -1,806
   Kooman & Associates 9 - 2023-12-31 124,467 $5,851,000 -7,165
   Tortoise Investment Management LLC 39 - 2023-12-31 118,156 $5,555,000 -2,313
   HANSON MCCLAIN, INC. 195 - 2024-03-31 109,206 $5,137,000 -2,283
   Orion Portfolio Solutions LLC 458 - 2023-12-31 61,268 $2,870,000 -22,014
   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
   Hutchens & Kramer Investment Management Group LLC - 2024-03-31 51,334 $2,412,000 -805
   Shira Ridge Wealth Management 22 - 2024-03-31 46,508 $2,188,000 -2,833
   Samalin Investment Counsel LLC 23 - 2023-12-31 37,857 $1,780,000 -1,594
   Bridge Advisory LLC 40 - 2024-03-31 35,097 $1,651,000 -5,226
   Applied Capital LLC 18 - 2024-03-31 33,972 $1,598,000 -1,642
   Strategic Investment Solutions Inc. /IL 45 - 2023-12-31 27,641 $1,299,000 -1,697,888
   Safeguard Investment Advisory Group LLC - 2023-12-31 27,273 $1,282,000 -81
   Annapolis Financial Services LLC 48 - 2024-03-31 25,707 $1,209,000 -203,208
   ELEVATE WEALTH ADVISORY INC 29 - 2024-03-31 19,486 $917,000 -1,399
   Copperleaf Capital LLC 42 - 2023-12-31 16,031 $754,000 -2,549
   Atria Wealth Solutions Inc. 1036 - 2023-12-31 14,469 $680,000 -57
   FIRETHORN WEALTH PARTNERS LLC 57 - 2024-03-31 13,858 $652,000 -2,186
   MODERA WEALTH MANAGEMENT, LLC 366 - 2023-12-31 11,321 $532,000 -80,231
   LAM GROUP INC. 56 - 2024-03-31 9,515 $448,000 -5
   COLLECTIVE FAMILY OFFICE LLC 125 - 2024-03-31 8,546 $402,000 -5,304
   Intrepid Financial Planning Group LLC 88 - 2023-12-31 6,715 $316,000 -20
   H D Vest Advisory Services 1259 - 2023-12-31 6,038 $284,000 -98
   Seaside Wealth Management Inc. 45 - 2024-03-31 5,543 $261,000 -3,297
   Pinnacle Family Advisors LLC 83 - 2023-12-31 5,310 $250,000 -9
   Selective Wealth Management 94 - 2024-03-31 5,235 $245,000 -200
   Helen Stephens Group LLC 68 - 2024-03-31 5,099 $240,000 -406
   Global Trust Asset Management LLC 162 - 2024-03-31 4,133 $194,000 -217
   AdvisorNet Financial Inc 823 - 2024-03-31 1,005 $47,000 -1,211
   CWM LLC 2696 - 2024-03-31 577 $27,000 -1,222
   HARBOUR INVESTMENTS INC. 1934 - 2023-12-31 372 $17,000 -69
   MORGAN STANLEY 7025 - 2023-12-31 1 $0 -79
   FMR LLC 5294 - 2023-12-31 1 $0 -1
  41 Records found
  1    
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