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Get Institutions for : 
Dimensional U S Equity Etf (DFUS)  
$57.49 0.20 (0.35%) as of 4:30 Thu 5/16


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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  : 
9.08 (18.76%)  




 
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 :
1
3,841
 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 5 - 2024-03-31 7,655,694 $436,221,000 1,614,498
   Index Fund Advisors Inc. 3 - 2023-12-31 6,020,703 $312,053,000 14,994
   ML & R WEALTH MANAGEMENT LLC 1 - 2023-12-31 2,342,210 $121,397,000 27,398
   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
   G2 CAPITAL MANAGEMENT LLC / OH 1 - 2024-03-31 1,629,167 $92,830,000 10,637
   JFS WEALTH ADVISORS, LLC 3 - 2024-03-31 1,434,939 $81,763,000 17,997
   DiNuzzo Private Wealth Inc. 2 - 2024-03-31 1,307,486 $74,501,000 1,253
   Flagstone Financial Management 1 - 2024-03-31 1,265,302 $72,097,000 12,494
   COMMONWEALTH EQUITY SERVICES LLC. 171 - 2024-03-31 1,155,627 $65,848,000 114,005
   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
   Colony Family Offices LLC 1 - 2024-03-31 951,907 $54,240,000 11,199
   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
   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
   J P MORGAN CHASE & CO 1308 - 2024-03-31 668,494 $38,091,000 56,549
   PRIVATE CAPITAL MANAGEMENT LLC 2 - 2024-03-31 642,597 $36,615,000 64,352
   AMERICAN INVESTMENT SERVICES INC. 3 - 2023-12-31 655,137 $33,956,000 1,770
   Willow Creek Wealth Management Inc. 7 - 2023-12-31 589,988 $30,579,000 153,993
   HIGHTOWER ADVISORS, LLC 387 - 2024-03-31 495,487 $28,237,000 83,732
   Disciplined Equity Management Inc. 2 - 2024-03-31 487,350 $27,769,000 3,662
   BANK OF AMERICA CORP /DE/ 1559 - 2023-12-31 533,813 $27,668,000 157,835
   Kestra Advisory Services LLC 89 - 2023-12-31 526,702 $27,299,000 9,924
   Hurlow Wealth Management Group Inc. 2 - 2024-03-31 463,382 $26,404,000 2,872
   Asset Dedication LLC 11 - 2024-03-31 451,762 $25,743,000 57,254
   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
   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
   Sowell Financial Services LLC 16 - 2024-03-31 321,118 $18,297,000 7,704
   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
   Crown Wealth Group LLC 2 - 2024-03-31 290,464 $16,551,000 11,305
   Quadcap Wealth Management LLC 2 - 2024-03-31 264,403 $15,066,000 91,887
   SC&H Financial Advisors Inc. 7 - 2024-03-31 254,644 $14,510,000 17,887
   Spire Wealth Management 80 - 2024-03-31 250,436 $14,270,000 2,545
   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
   Stratos Wealth Partners LTD. 105 - 2024-03-31 218,590 $12,455,000 9,971
   Investmark Advisory Group LLC 2 - 2023-12-31 220,560 $11,432,000 9,983
   GEM Asset Management LLC 3 - 2024-03-31 196,307 $10,685,000 944
   Mendota Financial Group LLC 5 - 2024-03-31 183,255 $10,442,000 134,467
   SUTTON PLACE INVESTORS LLC 1 - 2024-03-31 165,710 $9,442,000 53,870
   WALDEN WEALTH PARTNERS LLC 4 - 2024-03-31 165,758 $9,258,000 1,829
   Physician Wealth Solutions Inc. 3 - 2024-03-31 155,196 $8,843,000 47
   Concord Wealth Partners 16 - 2024-03-31 150,914 $8,599,000 9,540
   UBS Group AG 1634 - 2023-12-31 147,057 $7,622,000 14,129
   PFG Advisors 37 - 2024-03-31 133,155 $7,587,000 6,169
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 443 - 2023-12-31 142,690 $7,396,000 17,562
   Stonebrook Private Inc. 8 - 2024-03-31 123,733 $7,050,000 20,668
   MORGAN STANLEY 3600 - 2023-12-31 133,564 $6,923,000 33,113
   HB Wealth Management LLC 121 - 2024-03-31 121,099 $6,900,000 19
   FUND EVALUATION GROUP LLC 21 - 2024-03-31 120,365 $6,858,000 3,679
   MISSION WEALTH MANAGEMENT LLC 83 - 2024-03-31 117,903 $6,718,000 500
   LEGACY FINANCIAL GROUP INC. 13 - 2023-12-31 124,309 $6,443,000 11,707
   STIFEL FINANCIAL CORP 979 - 2023-12-31 122,668 $6,358,000 2,764
   KRAFT ASSET MANAGEMENT LLC 5 - 2023-12-31 114,065 $5,912,000 12,381
   FINANCIAL NETWORK 516 - 2023-12-31 111,854 $5,797,000 48,896
   CFS Investment Advisory Services LLC 18 - 2023-12-31 110,061 $5,704,000 2,581
   JANE STREET GROUP LLC 1370 - 2023-12-31 110,034 $5,703,000 102,669
   Main Street Financial Solutions LLC 35 - 2024-03-31 98,253 $5,598,000 51,824
   Independent Advisor Alliance 97 - 2024-03-31 96,673 $5,508,000 5,250
   HPM Partners LLC - 2023-12-31 104,912 $5,438,000 64,082
   SANDY SPRING BANK 98 - 2024-03-31 90,984 $5,184,000 54,997
   IFG Advisory LLC 91 - 2024-03-31 78,454 $4,470,000 3,037
   RAYMOND JAMES & ASSOCIATES 1671 - 2024-03-31 77,352 $4,408,000 20,091
   Robertson Stephens Wealth Management LLC 67 - 2023-12-31 82,922 $4,298,000 10,064
   PATHSTONE FAMILY OFFICE, LLC 301 - 2023-09-30 91,674 $4,267,000 80,140
   Investment Advisory Group LLC 17 - 2024-03-31 71,891 $4,096,000 17,215
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 570 - 2023-09-30 80,500 $3,747,000 4,688
   BURNS WEALTH MANAGEMENT, INC. 155 - 2024-03-31 65,654 $3,741,000 14,441
   EMPIRICAL FINANCIAL SERVICES, LLC 125 - 2024-03-31 65,306 $3,721,000 2,949
   Betterment LLC 114 - 2024-03-31 62,077 $3,537,000 13,147
   Tortoise Investment Management LLC 65 - 2024-03-31 57,516 $3,277,000 1,000
   KAVAR CAPITAL PARTNERS GROUP LLC 69 - 2023-12-31 61,998 $3,213,000 31,139
   Clarity Capital Advisors LLC 13 - 2024-03-31 55,713 $3,175,000 177
   HANSON MCCLAIN, INC. 245 - 2024-03-31 54,399 $3,100,000 160
   Resources Investment Advisors Inc. 258 - 2024-03-31 53,898 $3,071,000 216
   COLONY GROUP LLC 284 - 2023-09-30 63,976 $2,978,000 42
   WARREN AVERETT ASSET MANAGEMENT, LLC 116 - 2023-12-31 56,867 $2,947,000 46
   CWA Asset Management Group LLC 99 - 2023-12-31 56,677 $2,938,000 108
   CWM LLC 533 - 2024-03-31 50,718 $2,890,000 667
   MONTAG A & ASSOCIATES INC 142 - 2024-03-31 50,615 $2,884,000 80
   Brainard Capital Management LLC 15 - 2023-03-31 64,312 $2,857,000 1,567
   Syverson Strege & Co 13 - 2024-03-31 50,108 $2,855,000 23
   CVA Family Office LLC 44 - 2024-03-31 47,260 $2,693,000 1,897
   Orion Portfolio Solutions LLC 527 - 2024-03-31 46,087 $2,626,000 4,267
   BANK OF MONTREAL /CAN/ 1248 - 2023-12-31 49,265 $2,565,000 8,056
   Acorn Wealth Advisors LLC 16 - 2024-03-31 44,334 $2,526,000 11,159
   Baird Financial Group Inc. 876 - 2023-12-31 47,844 $2,480,000 30,917
  100 Records found
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