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Get Institutions for : 
Dimensional U S Equity Etf (DFUS)  
$54.67 0.89 (1.6%) as of 4:30 Tue 4/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 514    24
Total shares held : 
 100,822,803  
% of shares held : 
 11.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 3,430,003  
% of shares held change : 
   0.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.51  
Last Quarter's Ending Price : 
 $51.83  
Last Quarter's Average Price : 
 $48.41  
Change from last quarter's     
avg. price to the last closing  : 
6.26 (12.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 635,662
 0.63%
 
Increased Positions :
181
 7,263,648
 7.2%
 
Unchanged Positions :
157
 5,793,361
 5.75%
 
Decreased Positions :
142
-4,119,331
-4.09%
 
Closed Positions :
10
-349,976
-0.35%
 
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
   BUCKINGHAM ASSET MANAGEMENT, LLC 7 - 2023-12-31 6,041,196 $313,115,000 600,275
   Index Fund Advisors Inc. 3 - 2023-12-31 6,020,703 $312,053,000 14,994
   Plancorp LLC 2 - 2023-12-31 5,251,327 $272,176,000 -217,093
   ENVESTNET ASSET MANAGEMENT INC 210 - 2023-12-31 4,234,056 $219,451,000 -78,669
   MERCER GLOBAL ADVISORS INC /ADV 39 - 2023-12-31 3,694,165 $191,469,000 -34,800
   ML & R WEALTH MANAGEMENT LLC 1 - 2023-12-31 2,342,210 $121,397,000 27,398
   TCI Wealth Advisors Inc. 2 - 2023-12-31 2,284,352 $118,398,000 11,050
   Great Waters Wealth Management 1 - 2024-03-31 1,792,795 $102,153,000 112,655
   Zhang Financial LLC 3 - 2024-03-31 1,640,761 $93,491,000 250,913
   Intelligence Driven Advisers LLC 1 - 2023-12-31 1,762,444 $92,511,000 1,448,658
   CREATIVE PLANNING 82 - 2023-12-31 1,731,568 $89,747,000 -15,456
   CI Private Wealth LLC 146 - 2023-12-31 1,660,377 $86,039,000 -59,264
   Sequoia Financial Advisors LLC - 2023-12-31 1,626,810 $84,318,000 -15,757
   G2 CAPITAL MANAGEMENT LLC / OH 1 - 2023-12-31 1,618,530 $83,888,000 -27,164
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 102 - 2024-03-31 1,429,280 $81,440,000 -19,675
   SAVANT CAPITAL MANAGEMENT INC 18 - 2023-12-31 1,519,075 $78,734,000 121,473
   JFS WEALTH ADVISORS, LLC 3 - 2023-12-31 1,416,942 $73,440,000 -3,773
   Forum Financial Management LP 11 - 2023-12-31 1,384,231 $71,745,000 -35,212
   DiNuzzo Private Wealth Inc. 3 - 2023-12-31 1,306,233 $67,702,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 87 - 2023-12-31 1,269,817 $65,815,000 17,471
   Foster Group Inc. 8 - 2024-03-31 1,147,777 $65,400,000 -42,187
   Flagstone Financial Management - 2023-12-31 1,252,808 $64,933,000 31,329
   Relaxing Retirement Coach 1 - 2023-06-30 1,332,675 $64,182,000 46,557
   MODERA WEALTH MANAGEMENT, LLC 24 - 2023-12-31 1,204,419 $62,425,000 846,964
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 212 - 2024-03-31 1,073,043 $61,142,000 918
   Root Financial Partners LLC 1 - 2024-03-31 1,045,093 $59,549,000 178,503
   Austin Asset Management Co Inc 3 - 2024-03-31 1,033,902 $58,912,000 -9,807
   LPL FINANCIAL CORP 458 - 2023-12-31 1,095,883 $56,800,000 -23,932
   Evanson Asset Management LLC 8 - 2024-03-31 957,840 $54,578,000 -8,830
   COMMONWEALTH EQUITY SERVICES LLC. 197 - 2023-12-31 1,041,622 $53,987,000 -23,611
   RSM US WEALTH MANAGEMENT LLC 14 - 2023-12-31 1,030,313 $53,401,000 -39,973
   MARINER WEALTH ADVISORS, LLC 171 - 2023-12-31 974,754 $50,522,000 -34,939
   Colony Family Offices LLC 1 - 2023-12-31 940,708 $48,757,000 2,778
   Heritage Wealth Management Inc./Texas 1 - 2024-03-31 825,865 $47,058,000 4,138
   Chicago Partners Investment Group LLC 8 - 2024-03-31 818,894 $45,056,000 222,927
   Equius Partners Inc. 4 - 2022-12-31 1,075,424 $44,748,000 6,957
   MONTICELLO WEALTH MANAGEMENT LLC 4 - 2024-03-31 781,944 $44,555,000 -7,007
   BB&T CORP 255 - 2023-12-31 810,940 $42,031,000 3,380
   SAX WEALTH ADVISORS LLC 2 - 2023-12-31 788,488 $40,867,000 152,371
   ROYAL BANK OF CANADA 766 - 2023-12-31 785,172 $40,695,000 420,121
   Cetera Investment Advisers 50 - 2023-12-31 770,493 $39,935,000 335,310
   McLean Asset Management Corp 1 - 2024-03-31 684,257 $38,681,000 -10,410
   PRIVATE CAPITAL MANAGEMENT LLC 2 - 2024-03-31 642,597 $36,615,000 64,352
   Apella Capital LLC 15 - 2024-03-31 642,843 $36,340,000 -24,036
   Wealthstream Advisors Inc. 1 - 2023-12-31 657,868 $34,097,000 -14,005
   AMERICAN INVESTMENT SERVICES INC. 3 - 2023-12-31 655,137 $33,956,000 1,770
   Mason & Associates Inc 3 - 2024-03-31 558,777 $31,839,000 -402,804
   J P MORGAN CHASE & CO 1324 - 2023-12-31 611,945 $31,717,000 88,942
   Willow Creek Wealth Management Inc. 7 - 2023-12-31 589,988 $30,579,000 153,993
   AE Wealth Management LLC 143 - 2023-12-31 555,597 $29,436,000 -20,867
   BANK OF AMERICA CORP /DE/ 1559 - 2023-12-31 533,813 $27,668,000 157,835
   DIXON FNANCIAL SERVICES INC. 4 - 2024-03-31 479,334 $27,312,000 -2,693
   Kestra Advisory Services LLC 89 - 2023-12-31 526,702 $27,299,000 9,924
   ARK & TLK INVESTMENTS LLC - 2023-12-31 525,843 $27,254,000 0
   Buckingham Strategic Partners 18 - 2023-12-31 515,812 $26,735,000 -133,419
   Heritage Investment Group Inc. 8 - 2023-12-31 514,193 $26,651,000 -753
   Hurlow Wealth Management Group Inc. 2 - 2024-03-31 463,382 $26,404,000 2,872
   Retirement Solution Inc. 2 - 2023-12-31 505,420 $26,196,000 -9,778
   KM Capital Management Ltd. 1 - 2023-12-31 504,044 $26,125,000 -2,177
   Asset Dedication LLC 11 - 2024-03-31 451,762 $25,743,000 57,254
   Disciplined Equity Management Inc. 1 - 2023-12-31 483,688 $25,070,000 30,422
   Dynamic Advisors Solutions LLC 14 - 2024-03-31 433,416 $24,696,000 26,523
   RS CRUM INC. 4 - 2023-12-31 453,945 $23,528,000 51,242
   TCP Asset Management LLC 4 - 2024-03-31 404,053 $23,023,000 76,566
   Equitable Holdings Inc. 78 - 2023-12-31 426,385 $22,100,000 23,439
   HIGHTOWER ADVISORS, LLC 453 - 2023-12-31 411,755 $21,336,000 -6,712
   JACKSON THORNTON ASSET MANAGEMENT LLC 7 - 2023-12-31 365,366 $18,937,000 30,780
   MML INVESTORS SERVICES LLC 238 - 2023-12-31 361,970 $18,761,000 8,006
   Security Financial Services INC. 3 - 2024-03-31 312,462 $17,804,000 -2,595
   Symmetry Partner LLC 20 - 2024-03-31 311,583 $17,754,000 -5,803
   Beacon Pointe Advisors LLC 114 - 2023-12-31 339,195 $17,580,000 31,864
   CARDIFF PARK ADVISORS LLC 9 - 2023-12-31 338,218 $17,530,000 1,611
   Warwick Investment Management Inc. 6 - 2023-12-31 320,697 $16,622,000 2,367
   Private Advisor Group LLC 155 - 2023-12-31 314,365 $16,294,000 29,595
   Sowell Financial Services LLC - 2023-12-31 313,414 $16,244,000 22,907
   Strategic Investment Solutions Inc. /IL 4 - 2023-12-31 297,232 $15,406,000 -2,173,206
   Advisor Group Holdings Inc. 587 - 2023-12-31 287,267 $14,889,000 -81,854
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 12 - 2023-12-31 287,120 $14,881,000 -375,219
   Larson Financial Group LLC 18 - 2023-12-31 286,363 $14,842,000 -5,253
   Vista Wealth Management Group LLC 16 - 2023-12-31 281,414 $14,586,000 0
   KEB ASSET MANAGEMENT LLC 6 - 2024-03-31 254,264 $14,488,000 -2,778
   Crown Wealth Group LLC - 2023-12-31 279,159 $14,469,000 18,091
   Spire Wealth Management 80 - 2024-03-31 250,436 $14,270,000 2,545
   Pine Harbor Wealth Management LLC 1 - 2023-12-31 272,560 $14,127,000 0
   Ruedi Wealth Management Inc. - 2023-12-31 267,299 $13,854,000 5,109
   CarsonAllaria Wealth Management Ltd. 2 - 2023-12-31 256,967 $13,319,000 10,790
   Meritas Wealth Management LLC 3 - 2024-03-31 232,645 $13,256,000 7,702
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 359 - 2024-03-31 229,524 $13,078,000 116,932
   CLARIS ADVISORS LLC / MO / 5 - 2024-03-31 226,316 $12,895,000 -4,116
   Stratos Wealth Partners LTD. 105 - 2024-03-31 218,590 $12,455,000 9,971
   SC&H Financial Advisors Inc. 8 - 2023-12-31 236,757 $12,271,000 11,575
   PBMares Wealth Management LLC - 2023-12-31 236,703 $12,268,000 5,280
   Avestar Capital LLC 15 - 2023-12-31 236,013 $12,233,000 -51,174
   Investmark Advisory Group LLC 2 - 2023-12-31 220,560 $11,432,000 9,983
   AWM CAPITAL LLC 15 - 2024-03-31 200,264 $11,411,000 -5,807
   CAPTRUST FINANCIAL ADVISORS 358 - 2023-12-31 205,810 $10,667,000 -5,698
   OLIO Financial Planning 6 - 2024-03-31 201,694 $10,488,000 -3,142
   Mendota Financial Group LLC 5 - 2024-03-31 183,255 $10,442,000 134,467
   GEM Asset Management LLC 3 - 2023-12-31 195,363 $10,126,000 2,646
   Private Wealth Management Group LLC 7 - 2023-12-31 190,307 $9,864,000 0
  100 Records found
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