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Dimensional Emg Mkts Sustainability Core 1 Etf (DFSE) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
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84 7 |
|
Total
shares held :
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4,425,713 |
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% of shares
held :
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49.17% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
45 |
|
Amount
of shares held :
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332,841 |
|
% of shares
held change :
|
3.7% |
|
Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Quantum Financial Advisors LLC |
8 |
- |
2024-03-31 |
549,605 |
$17,697,000 |
-17,100 |
|
AWM CAPITAL LLC |
11 |
- |
2024-03-31 |
536,446 |
$17,274,000 |
92,848 |
|
Abacus Wealth Partners LLC |
11 |
- |
2024-03-31 |
405,916 |
$13,071,000 |
4,829 |
|
Forum Financial Management LP |
36 |
- |
2024-03-31 |
331,038 |
$10,659,000 |
25,539 |
|
Five Oceans Advisors |
3 |
- |
2024-03-31 |
325,324 |
$10,475,000 |
8,128 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
29 |
- |
2023-12-31 |
235,286 |
$7,441,000 |
20,895 |
|
JANE STREET GROUP LLC |
1272 |
- |
2023-12-31 |
200,444 |
$6,339,000 |
80,542 |
|
Vista Wealth Management Group LLC |
34 |
- |
2024-03-31 |
160,045 |
$5,153,000 |
26,552 |
|
Greenspring Advisors LLC |
11 |
- |
2024-03-31 |
133,416 |
$4,296,000 |
0 |
|
Retirement Solution Inc. |
13 |
- |
2024-03-31 |
122,051 |
$3,930,000 |
471 |
|
AE Wealth Management LLC |
680 |
- |
2023-12-31 |
122,543 |
$3,744,000 |
3,451 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
813 |
- |
2024-03-31 |
90,941 |
$2,928,000 |
7,172 |
|
SAVANT CAPITAL MANAGEMENT INC |
273 |
- |
2024-03-31 |
87,945 |
$2,832,000 |
12,828 |
|
Francis Financial Inc. |
16 |
- |
2024-03-31 |
86,755 |
$2,794,000 |
12,648 |
|
Heritage Financial Services LLC |
15 |
- |
2023-12-31 |
76,851 |
$2,430,000 |
843 |
|
Asset Dedication LLC |
98 |
- |
2024-03-31 |
71,862 |
$2,317,000 |
13,307 |
|
CI Private Wealth LLC |
1015 |
- |
2024-03-31 |
62,221 |
$2,004,000 |
890 |
|
Pathstone Holdings LLC |
770 |
- |
2023-12-31 |
59,832 |
$1,892,000 |
0 |
|
New Capital Management LP |
21 |
- |
2024-03-31 |
56,893 |
$1,832,000 |
-3,207 |
|
Willow Creek Wealth Management Inc. |
48 |
- |
2023-12-31 |
56,424 |
$1,784,000 |
13,596 |
|
PATHSTONE FAMILY OFFICE, LLC |
498 |
- |
2023-09-30 |
59,658 |
$1,753,000 |
49,361 |
|
DRIVE WEALTH MANAGEMENT LLC |
36 |
- |
2024-03-31 |
53,470 |
$1,722,000 |
8,751 |
|
OLD MISSION CAPITAL LLC |
306 |
- |
2023-12-31 |
52,128 |
$1,649,000 |
-22,645 |
|
BRIGHTON JONES LLC |
164 |
- |
2024-03-31 |
50,534 |
$1,627,000 |
13,461 |
|
Wealth Architects LLC |
53 |
- |
2023-12-31 |
51,359 |
$1,624,000 |
5,501 |
|
ATRIA INVESTMENTS LLC |
744 |
- |
2023-12-31 |
44,719 |
$1,414,000 |
4,906 |
|
Planning Center Inc. |
23 |
- |
2024-03-31 |
43,480 |
$1,400,000 |
2,695 |
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Schoolcraft Capital LLC |
32 |
- |
2024-03-31 |
42,787 |
$1,378,000 |
0 |
|
Brainard Capital Management LLC |
24 |
- |
2023-03-31 |
43,267 |
$1,293,000 |
17 |
|
CITADEL ADVISORS LLC |
2783 |
*New |
2023-12-31 |
36,666 |
$1,160,000 |
36,666 |
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COOK WEALTH MANAGEMENT GROUP LLC |
20 |
- |
2024-03-31 |
34,386 |
$1,140,000 |
4,751 |
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SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2419 |
*New |
2024-03-31 |
34,620 |
$1,115,000 |
34,620 |
|
Resources Investment Advisors Inc. |
474 |
- |
2024-03-31 |
34,257 |
$1,103,000 |
19,655 |
|
Cordant Inc. |
21 |
- |
2024-03-31 |
34,155 |
$1,100,000 |
3,940 |
|
Apella Capital LLC |
154 |
- |
2024-03-31 |
25,137 |
$824,000 |
16,178 |
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RAM Investment Partners LLC |
27 |
- |
2024-03-31 |
25,425 |
$819,000 |
2,113 |
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TRUEPOINT, INC. |
69 |
- |
2024-03-31 |
24,236 |
$780,000 |
4,943 |
|
Northland Capital Management LLC |
26 |
- |
2024-03-31 |
22,692 |
$731,000 |
-25 |
|
MODERA WEALTH MANAGEMENT, LLC |
322 |
- |
2023-12-31 |
22,834 |
$722,000 |
22,834 |
|
Perigon Wealth Management LLC |
454 |
- |
2024-03-31 |
22,056 |
$710,000 |
0 |
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SEVEN MILE ADVISORY |
36 |
- |
2024-03-31 |
21,695 |
$699,000 |
968 |
|
Buckingham Strategic Partners |
207 |
- |
2023-12-31 |
20,732 |
$656,000 |
3,590 |
|
QUARRY HILL ADVISORS LLC |
27 |
- |
2024-03-31 |
20,013 |
$644,000 |
2,359 |
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NWAM LLC |
293 |
- |
2024-03-31 |
19,401 |
$625,000 |
-240 |
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MB Generational Wealth LLC |
25 |
- |
2024-03-31 |
18,922 |
$609,000 |
150 |
|
BetterWealth LLC |
33 |
- |
2024-03-31 |
18,652 |
$601,000 |
690 |
|
Waypoint Wealth Partners Inc. |
46 |
- |
2024-03-31 |
14,474 |
$466,000 |
4,340 |
|
Addison Advisors LLC |
115 |
- |
2024-03-31 |
13,290 |
$428,000 |
6,810 |
|
Trellis Wealth Advisors LLC |
21 |
- |
2024-03-31 |
13,215 |
$426,000 |
243 |
|
Morling Financial Advisors LLC |
37 |
*New |
2023-12-31 |
12,757 |
$403,000 |
12,757 |
|
DiNuzzo Private Wealth Inc. |
40 |
- |
2024-03-31 |
12,259 |
$395,000 |
68 |
|
BURNS WEALTH MANAGEMENT, INC. |
395 |
- |
2024-03-31 |
12,102 |
$390,000 |
734 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
527 |
- |
2024-03-31 |
11,994 |
$386,000 |
648 |
|
North Ridge Wealth Advisors Inc. |
34 |
- |
2024-03-31 |
11,571 |
$373,000 |
277 |
|
Syverson Strege & Co |
50 |
- |
2024-03-31 |
10,949 |
$353,000 |
414 |
|
Goss Wealth Management LLC |
1480 |
*New |
2023-12-31 |
11,108 |
$335,000 |
11,108 |
|
Baldrige Asset Management LLC |
89 |
- |
2023-03-31 |
11,125 |
$333,000 |
1,205 |
|
Henrickson Nauta Wealth Advisors Inc. |
49 |
- |
2024-03-31 |
10,266 |
$332,000 |
325 |
|
GRAND WEALTH MANAGEMENT LLC |
37 |
- |
2024-03-31 |
9,272 |
$299,000 |
1,877 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
124 |
- |
2024-03-31 |
9,005 |
$290,000 |
788 |
|
EnRich Financial Partners LLC |
39 |
- |
2024-03-31 |
8,983 |
$289,000 |
47 |
|
Rockbridge Investment Management LCC |
97 |
*New |
2023-12-31 |
8,491 |
$269,000 |
8,491 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3352 |
- |
2024-03-31 |
8,147 |
$262,000 |
-66 |
|
Jentner Corp |
44 |
*New |
2023-12-31 |
8,255 |
$261,000 |
8,255 |
|
Wealthstream Advisors Inc. |
107 |
- |
2024-03-31 |
8,039 |
$259,000 |
365 |
|
Advisory Services & Investments LLC |
31 |
*New |
2024-03-31 |
8,013 |
$258,000 |
8,013 |
|
AdvisorNet Financial Inc |
427 |
- |
2024-03-31 |
7,961 |
$256,000 |
-8,334 |
|
TCI Wealth Advisors Inc. |
188 |
*New |
2024-03-31 |
7,692 |
$248,000 |
7,692 |
|
Creative Capital Management Investments LLC |
40 |
- |
2024-03-31 |
7,377 |
$238,000 |
2,801 |
|
Apollon Wealth Management LLC |
995 |
- |
2024-03-31 |
6,890 |
$222,000 |
0 |
|
LifePro Asset Management |
119 |
*New |
2024-03-31 |
6,838 |
$220,000 |
6,838 |
|
Hill Investment Group Partners LLC |
63 |
- |
2023-12-31 |
6,836 |
$216,000 |
6,836 |
|
Orion Capital Management LLC |
150 |
- |
2024-03-31 |
3,609 |
$116,000 |
70 |
|
Red Tortoise LLC |
101 |
- |
2024-03-31 |
2,157 |
$69,000 |
1 |
|
CARDIFF PARK ADVISORS LLC |
293 |
- |
2023-12-31 |
1,200 |
$38,000 |
6 |
|
CRITERION CAPITAL ADVISORS LLC |
173 |
- |
2024-03-31 |
996 |
$32,000 |
780 |
|
JFS WEALTH ADVISORS, LLC |
518 |
- |
2024-03-31 |
995 |
$32,000 |
0 |
|
Tortoise Investment Management LLC |
448 |
- |
2024-03-31 |
970 |
$31,000 |
640 |
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
98 |
- |
2024-03-31 |
955 |
$31,000 |
0 |
|
J P MORGAN CHASE & CO |
4855 |
- |
2024-03-31 |
866 |
$28,000 |
866 |
|
UBS Group AG |
5922 |
*New |
2023-12-31 |
483 |
$15,000 |
483 |
|
ZRC WEALTH MANAGEMENT LLC |
327 |
- |
2024-03-31 |
445 |
$14,000 |
255 |
|
WealthCollab LLC |
389 |
- |
2024-03-31 |
412 |
$13,000 |
0 |
|
Blume Capital Management Inc. |
245 |
- |
2024-03-31 |
300 |
$10,000 |
0 |
|
Farther Finance Advisors LLC |
2138 |
- |
2023-12-31 |
130 |
$4,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
649 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
FMR LLC |
4536 |
*New |
2023-12-31 |
56 |
$2,000 |
56 |
|
Signature Resources Capital Management LLC |
365 |
- |
2024-03-31 |
23 |
$1,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
2482 |
- |
2024-03-31 |
28 |
$1,000 |
0 |
|
FLOW TRADERS U.S. LLC |
856 |
*Closed |
2023-12-31 |
0 |
$0 |
-39,851 |
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PROEQUITIES INC. |
4276 |
- |
2024-03-31 |
0 |
$0 |
0 |
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ELEVATE WEALTH ADVISORY INC |
108 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,082 |
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BANK OF AMERICA CORP /DE/ |
6594 |
*Closed |
2023-12-31 |
0 |
$0 |
-26 |
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Annapolis Financial Services LLC |
440 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,334 |
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Level Financial Advisors Inc. |
177 |
*Closed |
2024-03-31 |
0 |
$0 |
-30 |
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Belpointe Asset Management LLC |
824 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,806 |
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96 Records found
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