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Get Institutions for : 
Dfa Dimensional Us Small Cap Value Etf (DFSV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 245    19
Total shares held : 
 58,991,139  
% of shares held : 
 65.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   108  
Amount of shares held : 
 4,888,959  
% of shares held change : 
   5.43%  
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 :
37
 1,808,389
 3.07%
 
Increased Positions :
132
 8,212,267
 13.92%
 
Unchanged Positions :
33
 5,052,854
 8.57%
 
Decreased Positions :
43
-4,092,423
-6.94%
 
Closed Positions :
18
-1,039,274
-1.76%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Alaska Permanent Fund Corp 8 - 2024-03-31 8,205,327 $246,980,000 346,741
   JMG FINANCIAL GROUP, LTD. - 2024-03-31 4,663,997 $140,386,000 291,197
   EP WEALTH ADVISORS, INC. 22 - 2023-12-31 2,572,574 $74,913,000 150,811
   SAVANT CAPITAL MANAGEMENT INC 23 - 2023-12-31 2,257,574 $65,741,000 774,157
   Comprehensive Portfolio Management LLC 13 - 2024-03-31 1,935,074 $58,246,000 53,204
   CI Private Wealth LLC 202 - 2023-12-31 1,924,856 $56,052,000 200,473
   MODERA WEALTH MANAGEMENT, LLC 28 - 2023-12-31 1,888,037 $54,980,000 684,983
   Index Fund Advisors Inc. 6 - 2023-12-31 1,307,071 $38,062,000 322,383
   PATHSTONE FAMILY OFFICE, LLC 72 - 2023-09-30 1,076,334 $27,274,000 84,991
   Stordahl Capital Management Inc. 6 - 2024-03-31 822,120 $24,746,000 26,287
   COMMONWEALTH EQUITY SERVICES LLC. 434 - 2024-03-31 797,625 $24,009,000 56,703
   LPL FINANCIAL CORP 820 - 2023-12-31 793,537 $23,108,000 181,264
   JACKSON THORNTON ASSET MANAGEMENT LLC 6 - 2023-12-31 768,347 $22,374,000 120,532
   Alpha Financial Advisors LLC - 2024-03-31 728,659 $21,933,000 23,339
   TRUEPOINT, INC. 24 - 2023-12-31 729,323 $21,238,000 40,399
   Seaside Wealth Management Inc. 3 - 2024-03-31 667,071 $20,079,000 11,662
   Evanson Asset Management LLC 16 - 2024-03-31 631,751 $19,016,000 70,201
   BUCKINGHAM ASSET MANAGEMENT, LLC 62 - 2023-12-31 644,523 $18,769,000 391,634
   Retirement Solution Inc. 4 - 2023-12-31 634,162 $18,467,000 17,067
   AE Wealth Management LLC 244 - 2023-12-31 640,618 $18,399,000 22,205
   Vestmark Advisory Solutions Inc. 18 - 2023-12-31 625,366 $18,211,000 87,238
   Private Wealth Management Group LLC - 2024-03-31 602,975 $18,150,000 72,796
   BetterWealth LLC 5 - 2024-03-31 597,086 $17,972,000 6,851
   Equita Financial Network Inc. 3 - 2024-03-31 584,068 $17,580,000 307,486
   Root Financial Partners LLC 7 - 2024-03-31 579,967 $17,457,000 124,876
   Integris Wealth Management LLC - 2024-03-31 565,222 $17,013,000 30,249
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 585 - 2024-03-31 551,534 $16,601,000 72,694
   Bridgeworth LLC - 2023-12-31 568,749 $16,562,000 65,087
   Hassell Wealth Management LLC 3 - 2024-03-31 555,082 $16,020,000 11,217
   Goss Wealth Management LLC 145 - 2023-12-31 550,465 $15,642,000 306,534
   BURNS WEALTH MANAGEMENT, INC. 48 - 2023-12-31 530,596 $15,451,000 136,167
   Safeguard Investment Advisory Group LLC - 2023-12-31 519,101 $15,116,000 47,629
   Leading Edge Financial Planning LLC - 2024-03-31 492,678 $14,830,000 81,092
   Zhang Financial LLC 19 - 2024-03-31 485,602 $14,617,000 109,035
   Jentner Corp 6 - 2023-12-31 496,406 $14,455,000 343,432
   Waterway Wealth Management LLC 6 - 2024-03-31 471,349 $14,188,000 863
   BANK OF MONTREAL /CAN/ 778 - 2023-12-31 479,522 $14,132,000 99,378
   VANCE WEALTH INC. - 2024-03-31 439,356 $13,225,000 1,481
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 423 - 2024-03-31 397,541 $11,966,000 35,232
   Grunden Financial Advisory Inc. 7 - 2024-03-31 382,122 $11,502,000 6,988
   HPM Partners LLC - 2023-12-31 392,935 $11,442,000 115,819
   Well Done LLC 10 - 2024-03-31 362,635 $10,915,000 343,217
   CREATIVE PLANNING 363 - 2023-12-31 372,577 $10,849,000 243,643
   Oceanside Advisors LLC 3 - 2024-03-31 341,853 $10,290,000 9,803
   Krilogy Financial LLC 29 - 2024-03-31 337,688 $10,164,000 6,453
   BANK OF AMERICA CORP /DE/ 2364 - 2023-12-31 347,229 $10,111,000 119,496
   Rather & Kittrell Inc. 11 - 2024-03-31 325,953 $9,811,000 51,715
   Total Wealth Planning LLC 16 - 2024-03-31 301,657 $9,080,000 21,942
   Hill Investment Group Partners LLC 16 - 2023-12-31 288,055 $8,388,000 19,092
   Financial Architects LLC 6 - 2024-03-31 267,505 $8,052,000 23,960
   Perigon Wealth Management LLC - 2024-03-31 246,305 $7,414,000 238,991
   RCS Financial Planning LLC 7 - 2024-03-31 241,745 $7,277,000 8,001
   Ballentine Capital Advisors Inc - 2024-03-31 243,398 $7,256,000 8,244
   AdvisorNet Financial Inc 28 - 2024-03-31 241,010 $7,254,000 233,509
   Physician Wealth Solutions Inc. 6 - 2024-03-31 234,241 $7,051,000 56,290
   J P MORGAN CHASE & CO 2264 - 2023-12-31 233,340 $6,795,000 1,821
   Wealth Dimensions Group Ltd. 12 - 2023-12-31 221,409 $6,447,000 41,214
   Cahill Wealth Management LLC 6 - 2023-12-31 219,109 $6,380,000 21,168
   Advisory Services & Investments LLC 9 - 2024-03-31 209,501 $6,306,000 4,111
   Tobias Financial Advisors Inc. - 2024-03-31 208,076 $6,263,000 26,941
   PEAPACK GLADSTONE FINANCIAL CORP 184 - 2023-12-31 214,671 $6,251,000 92,130
   MARINER WEALTH ADVISORS, LLC 615 - 2023-12-31 214,435 $6,244,000 42,030
   Diversified Portfolios Inc. 23 - 2023-12-31 212,312 $6,183,000 84,045
   Krasney Financial LLC 32 - 2024-03-31 193,549 $5,826,000 353
   Relative Value Partners Group LLC 56 - 2023-12-31 196,687 $5,728,000 64,084
   Beacon Pointe Advisors LLC 265 - 2023-12-31 184,359 $5,369,000 1,090
   PHILLIPS FINANCIAL MANAGEMENT LLC 52 - 2024-03-31 172,124 $5,181,000 3,226
   Buckingham Strategic Partners 49 - 2023-12-31 173,950 $5,065,000 116,891
   JANE STREET GROUP LLC 1514 - 2023-12-31 164,311 $4,785,000 164,311
   ENVESTNET ASSET MANAGEMENT INC 1968 - 2023-12-31 155,145 $4,518,000 16,665
   Equius Partners Inc. 6 - 2022-12-31 173,454 $4,296,000 85,205
   McIlrath & Eck LLC 23 - 2023-12-31 145,175 $4,227,000 79,536
   Sterling Financial Planning Inc. 15 - 2023-12-31 141,766 $4,128,000 12,122
   Advisory Alpha LLC - 2023-12-31 139,252 $4,055,000 1,564
   PBMares Wealth Management LLC - 2024-03-31 132,562 $3,990,000 34,952
   True Wealth Design LLC 16 - 2023-12-31 122,943 $3,580,000 5,761
   WEALTHSOURCE PARTNERS LLC 73 - 2023-12-31 112,643 $3,280,000 9,636
   Trust Co of the South 19 - 2024-03-31 107,423 $3,233,000 26,207
   MORGAN STANLEY 4124 - 2023-12-31 110,001 $3,203,000 107,357
   AMERICAN INVESTMENT SERVICES INC. 45 - 2023-12-31 109,095 $3,177,000 30,089
   Schoolcraft Capital LLC 20 - 2024-03-31 104,687 $3,151,000 9,382
   Cravens & Co Advisors LLC 9 - 2024-03-31 103,120 $3,104,000 2,325
   STIFEL FINANCIAL CORP 1380 - 2023-12-31 106,430 $3,099,000 13,636
   Corrigan Financial Inc. 22 - 2024-03-31 101,307 $3,049,000 43,501
   LINCOLN NATIONAL CORP - 2024-03-31 99,629 $2,999,000 5,054
   SOUNDMARK WEALTH MANAGEMENT LLC 22 - 2024-03-31 93,385 $2,811,000 16,829
   LAM GROUP INC. 14 - 2024-03-31 93,243 $2,807,000 955
   Resources Investment Advisors Inc. 258 - 2023-12-31 94,741 $2,759,000 39,691
   ROYAL BANK OF CANADA 2329 - 2023-12-31 92,207 $2,684,000 30,185
   Discipline Wealth Solutions LLC - 2024-03-31 89,502 $2,668,000 9,193
   AVIANCE CAPITAL PARTNERS, LLC 60 - 2024-03-31 87,048 $2,620,000 1,448
   H D Vest Advisory Services 442 - 2023-12-31 87,316 $2,543,000 77,735
   Kestra Advisory Services LLC 704 - 2023-12-31 84,114 $2,449,000 29,169
   SC&H Financial Advisors Inc. - 2024-03-31 81,296 $2,447,000 931
   Lantz Financial LLC 34 - 2024-03-31 79,409 $2,390,000 18,686
   SNS Financial Group LLC 43 - 2024-03-31 78,437 $2,361,000 2,652
   EVENSKY & KATZ INC 40 - 2024-03-31 74,409 $2,240,000 87
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1197 - 2024-03-31 72,833 $2,192,000 16,665
   Nalls Sherbakoff Group LLC 10 - 2023-12-31 74,796 $2,178,000 2,527
   Financial Symmetry Inc - 2024-03-31 70,208 $2,113,000 3,655
  100 Records found
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