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Get Institutions for : 
Dimensional U S Equity Etf (DFUS)  
$57.69 0.69 (1.21%) as of 4:30 Wed 5/15


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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  : 
9.28 (19.17%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ATLAS CAPITAL ADVISORS LLC 832 *Closed 2024-03-31 0 $0 -760
   McGlone Suttner Wealth Management Inc. 449 *Closed 2024-03-31 0 $0 -3,747
   TIEDEMANN WEALTH MANAGEMENT, LLC 282 *Closed 2023-09-30 0 $0 -4,294
   Tandem Wealth Advisors LLC 55 *Closed 2024-03-31 0 $0 -259
   Sollinda Capital Management LLC 81 *Closed 2024-03-31 0 $0 -7,214
   KPP Advisory Services LLC 177 *Closed 2023-12-31 0 $0 -126,209
   Mutual Advisors LLC 1070 *Closed 2024-03-31 0 $0 -164,451
   CITADEL ADVISORS LLC 5897 *Closed 2023-12-31 0 $0 -20,827
   GTS SECURITIES LLC 1608 *Closed 2023-12-31 0 $0 -24,601
   LAIRD NORTON TYEE TRUST CO 129 *Closed 2023-12-31 0 $0 -8,216
   Ameritas Advisory Services LLC 763 *Closed 2023-12-31 0 $0 -36,646
   Independent Wealth Network Inc. 124 *Closed 2024-03-31 0 $0 -41,863
   Level Financial Advisors Inc. 228 *Closed 2024-03-31 0 $0 -1,821
   TOWER RESEARCH CAPITAL LLC 6292 *Closed 2023-12-31 0 $0 -938
   VERITABLE LP 770 *Closed 2023-09-30 0 $0 -14,816
   3D/L Capital Management LLC 76 *Closed 2023-12-31 0 $0 -119,483
   COLUMBIA ADVISORY PARTNERS LLC 64 *Closed 2024-03-31 0 $0 -9,216
  17 Records found
  1    
  Page 1 of 1
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