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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
   Cable Hill Partners LLC 8 - 2024-03-31 1,087,459 $30,764,000 0
   KEB ASSET MANAGEMENT LLC 12 - 2024-03-31 111,972 $3,370,000 0
   Disciplined Investments LLC 62 - 2024-03-31 25,407 $765,000 0
   Apollon Wealth Management LLC - 2024-03-31 20,100 $605,000 0
   MISSION WEALTH MANAGEMENT LLC - 2024-03-31 15,514 $467,000 0
   Signature Resources Capital Management LLC 34 - 2024-03-31 10,159 $296,000 0
   RAM Investment Partners LLC - 2024-03-31 7,236 $218,000 0
   PNC FINANCIAL SERVICES GROUP INC 2288 - 2023-12-31 5,618 $164,000 0
   PRIVATE TRUST CO NA 1003 - 2024-03-31 2,226 $67,000 0
   AlphaCore Capital LLC 291 - 2023-12-31 1,037 $30,000 0
   Cassady Schiller Wealth Management LLC 246 - 2023-12-31 987 $29,000 0
   Column Capital Advisors LLC 396 - 2023-09-30 1,115 $28,000 0
   Global Retirement Partners LLC 1672 - 2024-03-31 849 $26,000 0
   Parallel Advisors LLC 1924 - 2023-12-31 680 $20,000 0
   DecisionPoint Financial LLC - 2024-03-31 410 $12,000 0
   Colonial Trust Co / SC 777 - 2023-12-31 213 $6,000 0
   Concord Wealth Partners - 2024-03-31 148 $4,000 0
   TUCKER ASSET MANAGEMENT LLC 665 - 2023-12-31 100 $3,000 0
   Avondale Wealth Management 117 - 2024-03-31 58 $2,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6174 - 2023-12-31 0 $0 0

  21 Records found
  1    
  Page 1 of 1
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