Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
DFA Dimensional Us Marketwide Value Etf (DFUV)  
$39.37 0.01 (0.03%) as of 4:30 Fri 4/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 513    19
Total shares held : 
 199,833,643  
% of shares held : 
 22.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   28  
Amount of shares held : 
 2,382,560  
% of shares held change : 
   0.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.66  
Last Quarter's Ending Price : 
 $37.22  
Last Quarter's Average Price : 
 $34.42  
Change from last quarter's     
avg. price to the last closing  : 
4.95 (14.38%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 1,487,053
 0.74%
 
Increased Positions :
167
 10,561,130
 5.28%
 
Unchanged Positions :
153
 10,268,970
 5.14%
 
Decreased Positions :
158
-9,488,021
-4.75%
 
Closed Positions :
16
-177,602
-0.09%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   MERCER GLOBAL ADVISORS INC /ADV 7 - 2023-12-31 20,153,681 $750,120,000 2,455,334
   ENVESTNET ASSET MANAGEMENT INC 61 - 2023-12-31 19,608,985 $729,846,000 1,878,140
   SAVANT CAPITAL MANAGEMENT INC 2 - 2023-12-31 16,271,791 $605,636,000 1,411,505
   BUCKINGHAM ASSET MANAGEMENT, LLC 4 - 2023-12-31 14,367,598 $534,762,000 -177,542
   CI Private Wealth LLC 24 - 2023-12-31 11,062,711 $411,754,000 -80,128
   Index Fund Advisors Inc. 4 - 2023-12-31 6,794,057 $252,875,000 -135,943
   Plancorp LLC 3 - 2023-12-31 6,782,673 $252,451,000 -28,838
   NORTHERN TRUST CORP 398 - 2023-12-31 5,831,377 $217,044,000 73,834
   RESOURCE CONSULTING GROUP INC 1 - 2023-12-31 4,566,496 $169,965,000 -31,816
   CREATIVE PLANNING 55 - 2023-12-31 4,252,316 $158,271,000 -71,052
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 57 - 2024-03-31 3,306,152 $135,222,000 -186,520
   Equius Partners Inc. 1 - 2022-12-31 2,969,692 $99,425,000 -58,899
   MODERA WEALTH MANAGEMENT, LLC 15 - 2023-12-31 2,451,895 $91,260,000 2,077,391
   HPM Partners LLC - 2023-12-31 2,433,758 $90,584,000 237,254
   ML & R WEALTH MANAGEMENT LLC 2 - 2023-12-31 2,241,376 $83,424,000 58,319
   TCI Wealth Advisors Inc. 3 - 2023-12-31 2,081,645 $77,479,000 22,067
   EMPIRICAL FINANCIAL SERVICES, LLC 11 - 2023-12-31 2,065,286 $76,870,000 192,668
   Trust Co of the South 2 - 2024-03-31 1,874,459 $76,666,000 -61,897
   TRUEPOINT, INC. 14 - 2023-12-31 2,015,225 $75,007,000 -1,291
   RSM US WEALTH MANAGEMENT LLC 9 - 2023-12-31 1,844,419 $68,649,000 -44,610
   Foster Group Inc. 9 - 2024-03-31 1,483,831 $60,689,000 -21,945
   Buckingham Strategic Partners 9 - 2023-12-31 1,596,781 $59,432,000 -546,143
   JACKSON THORNTON ASSET MANAGEMENT LLC 3 - 2023-12-31 1,581,237 $58,854,000 -70,577
   Pathstone Holdings LLC 55 - 2023-12-31 1,509,327 $56,171,000 0
   Forum Financial Management LP 13 - 2023-12-31 1,442,067 $53,674,000 -27,834
   Evanson Asset Management LLC 9 - 2024-03-31 1,310,254 $53,589,000 630
   Beaird Harris Wealth Management LLC 4 - 2023-12-31 1,346,884 $50,131,000 3,940
   Symmetry Partner LLC 3 - 2024-03-31 1,086,644 $44,444,000 -231,990
   Team Hewins LLC 4 - 2023-12-31 1,165,113 $43,366,000 -31,303
   LPL FINANCIAL CORP 555 - 2023-12-31 1,142,735 $42,533,000 -3,094
   Willow Creek Wealth Management Inc. 4 - 2023-12-31 1,141,212 $42,476,000 -30,530
   Schoolcraft Capital LLC 2 - 2024-03-31 1,020,146 $41,724,000 -27,396
   PATHSTONE FAMILY OFFICE, LLC 51 - 2023-09-30 1,159,533 $39,447,000 -219,587
   TFC Financial Management - 2023-12-31 1,038,071 $38,637,000 -24,087
   Heritage Investment Group Inc. 5 - 2023-12-31 1,022,083 $38,042,000 -7,316
   Bridgeworth LLC - 2023-12-31 980,556 $36,496,000 287,128
   Wescott Financial Advisory Group LLC 4 - 2023-12-31 974,313 $36,264,000 5,440
   AMERICAN INVESTMENT SERVICES INC. 2 - 2023-12-31 934,846 $34,795,000 -5,732
   DIXON FNANCIAL SERVICES INC. 3 - 2024-03-31 796,371 $32,572,000 -7,340
   Efficient Frontier Advisors LLC 1 - 2024-03-31 792,463 $32,412,000 14,252
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 338 - 2023-12-31 869,660 $32,369,000 39,805
   STONNINGTON GROUP LLC 1 - 2023-03-31 900,470 $30,481,000 -80,000
   Planning Center Inc. - 2023-12-31 800,873 $29,808,000 1,374
   Tillman Hartley LLC 2 - 2023-12-31 786,290 $29,266,000 -1,197
   McLean Asset Management Corp 2 - 2024-03-31 721,056 $29,188,000 -20,399
   KOCHIS FITZ/QUINTILE LLC 15 - 2024-03-31 709,099 $29,002,000 -2,480
   SAX WEALTH ADVISORS LLC 4 - 2023-12-31 776,786 $28,912,000 4,625
   Paragon Wealth Strategies LLC 8 *New 2023-12-31 773,935 $28,806,000 773,935
   KEB ASSET MANAGEMENT LLC 4 - 2023-12-31 768,873 $28,617,000 -9,889
   CARDIFF PARK ADVISORS LLC 5 - 2023-12-31 754,745 $28,092,000 -1,220
   Wealth Architects LLC 7 - 2023-12-31 735,277 $27,367,000 -3,124
   COMMONWEALTH EQUITY SERVICES LLC. 358 - 2023-12-31 732,654 $27,269,000 -5,582
   Meritas Wealth Management LLC 1 - 2024-03-31 644,452 $26,358,000 -7,709
   MERRIMAN WEALTH MANAGEMENT, LLC 15 - 2023-12-31 707,241 $26,324,000 -8,787
   Moisand Fitzgerald Tamayo LLC 9 - 2024-03-31 628,903 $25,722,000 -15,910
   Integrated Wealth Concepts LLC 44 - 2023-12-31 657,418 $24,469,000 365
   Disciplined Equity Management Inc. 2 - 2023-12-31 649,765 $24,184,000 58,124
   TFO-TDC LLC 4 - 2023-12-31 627,280 $23,347,000 -11,898
   MONOGRAPH WEALTH ADVISORS LLC 5 - 2023-12-31 613,139 $22,821,000 -102,800
   WorthPointe LLC 2 - 2023-12-31 590,320 $21,972,000 10,747
   MONTICELLO WEALTH MANAGEMENT LLC 10 - 2023-12-31 589,860 $21,955,000 -25,559
   Heritage Wealth Management Inc./Texas - 2023-12-31 575,389 $21,416,000 26,438
   BAKER BOYER NATIONAL BANK 4 - 2024-03-31 515,287 $21,075,000 -5,137
   BAYSHORE ASSET MANAGEMENT LLC 3 - 2023-12-31 555,339 $20,670,000 2,116
   CAPITAL PERFORMANCE ADVISORS LLP 3 - 2023-12-31 531,809 $19,794,000 8,094
   Steward Financial Group LLC 3 - 2023-09-30 573,774 $19,519,000 22,592
   Advisor Group Holdings Inc. 501 - 2023-12-31 508,126 $18,913,000 -291,013
   DiNuzzo Private Wealth Inc. 13 - 2023-12-31 501,304 $18,659,000 0
   Apella Capital LLC 29 - 2024-03-31 432,018 $17,488,000 -3,741
   Investmark Advisory Group LLC 1 - 2023-12-31 458,502 $17,065,000 -3,864
   Root Financial Partners LLC 6 - 2023-12-31 457,619 $17,033,000 128,297
   JUNCTURE WEALTH STRATEGIES LLC 2 - 2024-03-31 411,784 $16,842,000 113,101
   HIGHTOWER ADVISORS, LLC 527 - 2023-12-31 443,164 $16,497,000 -3,301
   MATHER GROUP, INC. 40 - 2024-03-31 438,969 $16,338,000 -3,470
   LEGACY FINANCIAL GROUP INC. 3 - 2023-12-31 436,928 $16,262,000 10,798
   STIFEL FINANCIAL CORP 597 - 2023-12-31 432,798 $16,109,000 379,214
   Ruedi Wealth Management Inc. - 2023-12-31 429,931 $16,002,000 4,148
   DOPKINS WEALTH MANAGEMENT LLC - 2023-12-31 416,424 $15,499,000 -7,459
   Hill Investment Group Partners LLC 12 - 2023-12-31 408,315 $15,197,000 -7,538
   HANSON MCCLAIN, INC. - 2023-12-31 405,201 $15,082,000 -4,499
   Grunden Financial Advisory Inc. 5 - 2023-12-31 403,507 $15,019,000 0
   Austin Asset Management Co Inc 7 - 2023-12-31 402,913 $14,996,000 -4,656
   Kooman & Associates 4 - 2023-12-31 393,979 $14,664,000 9,259
   CLARIS ADVISORS LLC / MO / 3 - 2023-12-31 391,408 $14,568,000 -2,286
   Larson Financial Group LLC 21 - 2023-12-31 385,708 $14,356,000 -5,429
   Beacon Pointe Advisors LLC 134 - 2023-12-31 381,416 $14,196,000 -32,574
   PBMares Wealth Management LLC - 2023-12-31 380,878 $14,176,000 3,909
   MARINER WEALTH ADVISORS, LLC 372 - 2023-12-31 380,563 $14,165,000 10,656
   Werba Rubin Papier Wealth Management - 2023-12-31 374,249 $13,930,000 -1,433
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 2 - 2023-12-31 366,058 $13,625,000 -1,457
   MOSAIC FAMILY WEALTH PARTNERS LLC 12 - 2023-12-31 351,517 $13,083,000 -1,531
   Altiora Financial Group LLC 7 - 2024-03-31 316,969 $12,964,000 4,913
   KRAFT ASSET MANAGEMENT LLC 3 - 2023-12-31 343,520 $12,786,000 -4,961
   Financial Synergies Wealth Advisors Inc. 14 - 2024-03-31 309,522 $12,659,000 -46,834
   WPWealth LLP 7 - 2023-12-31 335,540 $12,489,000 -6,283
   ANCORA ADVISORS, LLC 66 - 2023-12-31 322,513 $12,004,000 13,913
   ShankerValleau Wealth Advisors Inc. 7 - 2024-03-31 292,430 $11,960,000 -8,630
   RTD Financial Advisors Inc. 18 - 2024-03-31 289,432 $11,838,000 -6,388
   ADVISOR PARTNERS II LLC 31 - 2023-09-30 342,907 $11,669,000 3,493
   Diversified Portfolios Inc. 14 - 2023-12-31 308,443 $11,480,000 -572
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us