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Get Institutions for : 
DFA Dimensional Us Marketwide Value Etf (DFUV)  
$40.04 0.08 (0.2%) as of 4:30 Fri 5/10


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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  : 
5.62 (16.33%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Paragon Wealth Strategies LLC 8 *New 2023-12-31 773,935 $28,806,000 773,935
   Resource Planning Group 18 *New 2023-12-31 68,385 $2,545,000 68,385
   EQIS CAPITAL MANAGEMENT, INC. 100 *New 2023-12-31 59,516 $2,215,000 59,516
   HARTLINE INVESTMENT CORP/ 96 *New 2024-03-31 31,055 $1,270,000 31,055
   Sanford Advisory Services LLC 53 *New 2022-12-31 32,323 $1,082,000 32,323
   GOLDMAN SACHS GROUP INC/ 3508 *New 2023-12-31 27,428 $1,021,000 27,428
   Renasant Bank 58 *New 2024-03-31 21,053 $861,000 21,053
   COLONY GROUP, LLC 479 *New 2023-12-31 22,997 $856,000 22,997
   FINANCIAL COUNSELORS INC 359 *New 2024-03-31 18,429 $754,000 18,429
   TPG Financial Advisors LLC 38 *New 2023-12-31 14,752 $549,000 14,752
   Sollinda Capital Management LLC 36 *New 2024-03-31 10,924 $447,000 10,924
   OPPENHEIMER & CO INC 1067 *New 2024-03-31 10,028 $410,000 10,028
   AQR CAPITAL MANAGEMENT LLC 2032 *New 2023-12-31 9,007 $335,000 9,007
   Gerber Kawasaki Wealth & Investment Management 200 *New 2023-12-31 8,551 $318,000 8,551
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 380 *New 2024-03-31 7,491 $306,000 7,491
   Eagle Strategies LLC 218 *New 2024-03-31 7,221 $295,000 7,221
   Rockwood Wealth Management LLC 69 *New 2024-03-31 6,755 $276,000 6,755
   Alpha Cubed Investments LLC 222 *New 2024-03-31 6,504 $266,000 6,504
   OSBORNE PARTNERS CAPITAL MANAGEMENT 186 *New 2024-03-31 6,086 $249,000 6,086
   Intelligence Driven Advisers LLC 87 *New 2024-03-31 5,567 $228,000 5,567
   ADVISORS CAPITAL MANAGEMENT LLC 447 *New 2024-03-31 5,389 $220,000 5,389
   GREENLEAF TRUST 729 *New 2024-03-31 5,221 $214,000 5,221
   VANGUARD GROUP INC 4169 *New 2024-03-31 5,179 $212,000 5,179
   MARBLE HARBOR INVESTMENT COUNSEL LLC 194 *New 2024-03-31 5,157 $211,000 5,157
   ARGI INVESTMENT SERVICES, LLC 407 *New 2022-12-31 6,037 $202,000 6,037
   MURPHY POHLAD ASSET MANAGEMENT LLC 113 *New 2024-03-31 4,920 $201,000 4,920
   Grey Fox Wealth Advisors LLC 95 *New 2024-03-31 4,894 $200,000 4,894
   Atlantic Trust Group LLC 1279 *New 2024-03-31 3,230 $132,000 3,230
   CULLEN FROST BANKERS INC 564 *New 2024-03-31 2,591 $106,000 2,591
   LifeSteps Financial Inc. 144 *New 2024-03-31 1,467 $60,000 1,467
   S.A. Mason LLC 280 *New 2024-03-31 603 $25,000 603
   EdgeRock Capital LLC 175 *New 2023-12-31 606 $23,000 606
   Rockbridge Investment Management LCC 361 *New 2023-12-31 404 $15,000 404
   PRINCIPAL SECURITIES INC. 3380 *New 2024-03-31 0 $0 0
  34 Records found
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