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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
   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 - 2024-03-31 16,583,503 $678,265,000 311,712
   BUCKINGHAM ASSET MANAGEMENT, LLC 3 - 2024-03-31 14,506,375 $593,311,000 138,777
   NORTHERN TRUST CORP 398 - 2023-12-31 5,831,377 $217,044,000 73,834
   HIGHTOWER ADVISORS, LLC 59 - 2024-03-31 4,950,363 $202,472,000 4,507,199
   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
   EMPIRICAL FINANCIAL SERVICES, LLC 8 - 2024-03-31 2,135,636 $87,347,000 70,350
   TCI Wealth Advisors Inc. 3 - 2024-03-31 2,120,588 $86,732,000 38,943
   ML & R WEALTH MANAGEMENT LLC 2 - 2023-12-31 2,241,376 $83,424,000 58,319
   RSM US WEALTH MANAGEMENT LLC 8 - 2024-03-31 1,870,636 $76,509,000 26,217
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 316 - 2024-03-31 928,871 $37,991,000 59,211
   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
   Efficient Frontier Advisors LLC 1 - 2024-03-31 792,463 $32,412,000 14,252
   COMMONWEALTH EQUITY SERVICES LLC. 362 - 2024-03-31 754,839 $30,873,000 22,185
   SAX WEALTH ADVISORS LLC 4 - 2023-12-31 776,786 $28,912,000 4,625
   Disciplined Equity Management Inc. 1 - 2024-03-31 679,318 $27,784,000 29,553
   Integrated Wealth Concepts LLC 44 - 2023-12-31 657,418 $24,469,000 365
   Heritage Wealth Management Inc./Texas 2 - 2024-03-31 594,391 $24,311,000 19,002
   Root Financial Partners LLC 3 - 2024-03-31 592,404 $24,229,000 134,785
   Advisor Group Holdings Inc. 371 - 2024-03-31 548,844 $22,448,000 40,718
   WorthPointe LLC 2 - 2023-12-31 590,320 $21,972,000 10,747
   BAYSHORE ASSET MANAGEMENT LLC 3 - 2023-12-31 555,339 $20,670,000 2,116
   Steward Financial Group LLC 3 - 2023-09-30 573,774 $19,519,000 22,592
   DOPKINS WEALTH MANAGEMENT LLC 3 - 2024-03-31 440,125 $18,001,000 23,701
   JUNCTURE WEALTH STRATEGIES LLC 2 - 2024-03-31 411,784 $16,842,000 113,101
   HANSON MCCLAIN, INC. 82 - 2024-03-31 410,227 $16,778,000 5,026
   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
   Kooman & Associates 4 - 2023-12-31 393,979 $14,664,000 9,259
   MARINER WEALTH ADVISORS, LLC 372 - 2023-12-31 380,563 $14,165,000 10,656
   Altiora Financial Group LLC 7 - 2024-03-31 316,969 $12,964,000 4,913
   ANCORA ADVISORS, LLC 66 - 2023-12-31 322,513 $12,004,000 13,913
   ADVISOR PARTNERS II LLC 31 - 2023-09-30 342,907 $11,669,000 3,493
   SANDY SPRING BANK 45 - 2024-03-31 278,344 $11,384,000 67,909
   Kestra Advisory Services LLC 266 - 2023-12-31 278,074 $10,350,000 2,848
   MCCORMACK ADVISORS INTERNATIONAL 150 - 2024-03-31 251,448 $10,284,000 111
   EP WEALTH ADVISORS, INC. 104 - 2023-12-31 264,768 $9,855,000 1,850
   Sprinkle Financial Consultants LLC 2 - 2024-03-31 239,509 $9,796,000 547
   Dynamic Advisors Solutions LLC 82 - 2024-03-31 224,294 $9,174,000 14,359
   Addison Advisors LLC 5 - 2024-03-31 219,952 $8,996,000 11,201
   J P MORGAN CHASE & CO 2191 - 2024-03-31 194,382 $7,950,000 4,592
   RS CRUM INC. 12 - 2023-12-31 207,810 $7,735,000 21,669
   JFS WEALTH ADVISORS, LLC 35 - 2024-03-31 186,877 $7,643,000 99
   Colorado Capital Management Inc. 1 - 2024-03-31 182,918 $7,481,000 3,041
   Peirce Capital Management LLC 10 - 2024-03-31 181,579 $7,427,000 1,609
   Embree Financial Group 16 - 2024-03-31 179,983 $7,361,000 19,788
   Graves-Light Private Wealth Management Inc. 30 - 2023-12-31 185,404 $6,901,000 11,664
   BIP Wealth LLC 34 - 2024-03-31 168,202 $6,880,000 74,481
   WNY Asset Management LLC 23 - 2024-03-31 164,230 $6,717,000 3,143
   UBS Group AG 1783 - 2023-12-31 169,705 $6,316,000 28,813
   Farther Finance Advisors LLC 43 - 2023-12-31 169,222 $6,298,000 167,070
   CarsonAllaria Wealth Management Ltd. 8 - 2024-03-31 150,239 $6,145,000 29,536
   WELLS FARGO & CO/MN 1848 - 2024-03-31 147,796 $6,045,000 23,534
   FINANCIAL ENGINES ADVISORS L.L.C. 94 - 2023-12-31 150,585 $5,605,000 964
   Confluence Wealth Services Inc. 28 - 2024-03-31 134,856 $5,516,000 30,922
   Gradient Capital Advisors LLC 12 - 2024-03-31 130,352 $5,331,000 379
   BUILDER INVESTMENT GROUP INC /ADV - 2023-12-31 127,393 $4,742,000 2,481
   EverSource Wealth Advisors LLC 57 - 2023-12-31 126,376 $4,704,000 29
   Stratos Wealth Partners LTD. 247 - 2024-03-31 113,131 $4,627,000 1,305
   FINANCIAL NETWORK 617 - 2023-12-31 121,703 $4,530,000 8,784
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1066 - 2024-03-31 108,111 $4,422,000 108,111
   MML INVESTORS SERVICES LLC 689 - 2023-12-31 110,594 $4,116,000 11,952
   Vannoy Advisory Group Inc. 9 - 2024-03-31 99,510 $4,070,000 647
   CFS Investment Advisory Services LLC 27 - 2023-12-31 102,825 $3,827,000 1,786
   MORGAN STANLEY 4053 - 2023-12-31 95,844 $3,567,000 9,134
   Relaxing Retirement Coach 16 - 2023-06-30 92,346 $3,186,000 26,623
   Zhang Financial LLC 61 - 2024-03-31 76,907 $3,146,000 8,404
   NORTHWEST WEALTH MANAGEMENT LLC 28 - 2023-12-31 82,122 $3,057,000 13,737
   TIAA FSB 229 - 2023-06-30 88,307 $3,047,000 19,128
   MONETA GROUP INVESTMENT ADVISORS INC 141 - 2023-12-31 81,365 $3,028,000 14,121
   Robertson Stephens Wealth Management LLC 105 - 2023-12-31 78,744 $2,931,000 7,518
   PFG Advisors 121 - 2024-03-31 71,644 $2,930,000 3,721
   Disciplined Investments LLC 21 - 2024-03-31 71,230 $2,913,000 7
   MELFA WEALTH MANAGEMENT LLC 7 - 2024-03-31 67,583 $2,764,000 478
   KAVAR CAPITAL PARTNERS GROUP LLC 72 - 2023-12-31 72,632 $2,703,000 36,456
   US BANCORP 748 - 2024-03-31 62,931 $2,574,000 1,114
   ARK & TLK INVESTMENTS LLC 18 - 2024-03-31 60,858 $2,489,000 114
   Rockefeller Capital Management L.P. 847 - 2023-12-31 64,961 $2,418,000 1,897
   BROWN ADVISORY HOLDINGS INC 627 - 2024-03-31 51,440 $2,104,000 3,742
   Equitable Holdings Inc. 415 - 2023-12-31 52,621 $1,959,000 9,391
   TAGStone Capital Inc. 24 - 2024-03-31 46,231 $1,891,000 15
   Aptus Capital Advisors LLC 222 - 2023-12-31 50,149 $1,867,000 17
   Warwick Investment Management Inc. 27 - 2023-12-31 50,032 $1,862,000 194
   BLAIR WILLIAM & CO/IL 701 - 2024-03-31 42,799 $1,750,000 54
   Tarbox Group Inc. 29 - 2024-03-31 42,255 $1,728,000 8
   Global Retirement Partners LLC 253 - 2024-03-31 41,931 $1,715,000 955
   Running Point Capital Advisors LLC 31 - 2023-12-31 45,448 $1,692,000 69
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 165 - 2024-03-31 39,292 $1,607,000 16,348
   Family CFO Inc 19 - 2024-03-31 38,252 $1,565,000 230
   RAYMOND JAMES & ASSOCIATES 2304 - 2024-03-31 38,016 $1,555,000 13,043
   Beacon Financial Advisory LLC 26 - 2024-03-31 35,710 $1,461,000 1,417
   Aurum Wealth Management Group LLC 78 - 2024-03-31 34,977 $1,431,000 110
   COMERICA BANK 1370 - 2023-12-31 36,510 $1,359,000 29,787
   JOHNSON INVESTMENT COUNSEL INC 342 - 2024-03-31 31,961 $1,307,000 3,771
   AE Wealth Management LLC 1052 - 2023-12-31 34,946 $1,307,000 18,777
  100 Records found
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