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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
   SageView Advisory Group LLC 604 *Closed 2023-12-31 0 $0 -57,786
   US BANCORP 3811 *Closed 2023-12-31 0 $0 -2,856
   Elwood & Goetz Wealth Advisory Group LLC 88 *Closed 2024-03-31 0 $0 -4,317
   CITADEL ADVISORS LLC 5806 *Closed 2023-12-31 0 $0 -13,006
   FLOW TRADERS U.S. LLC 985 *Closed 2023-12-31 0 $0 -5,511
   Coppell Advisory Solutions Corp. 1048 *Closed 2023-03-31 0 $0 -913
   Sequoia Financial Advisors LLC 1244 *Closed 2024-03-31 0 $0 -137,669
   One Degree Advisors Inc 54 *Closed 2024-03-31 0 $0 -4,293
   Emerald Investment Partners LLC 500 *Closed 2024-03-31 0 $0 -2,423
   B.O.S.S. Retirement Advisors LLC 191 *Closed 2024-03-31 0 $0 -4,739
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV *Closed 2024-03-31 0 $0 -27,984
   Evanson Asset Management LLC 318 *Closed 2024-03-31 0 $0 -4,304
   PNC FINANCIAL SERVICES GROUP INC 4617 *Closed 2023-12-31 0 $0 -1,350
   MULTIFINANCIAL SECURITIES CORP 1830 *Closed 2023-12-31 0 $0 -4,394
  14 Records found
  1    
  Page 1 of 1
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